Daniel Seaman
Dan specializes in providing tax planning & compliance solutions for individuals, families and fiduciaries, helping AAF clients to safeguard and maximize their personal and family wealth. He advises clients on year-end and multi-year tax planning strategies, including: minimizing the impact of the Alternative Minimum Tax (AMT); planning for mutual fund dividends and capital gains; estate & gift tax planning; maximizing charitable giving strategies; planning for estimated tax payments; minimizing the net investment tax; and minimizing overall taxes between generations of a family. More about Dan.
Posts by Daniel Seaman
2018
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10.01
Webinar: 2018 Year-End Tax Planning for Individuals & Families
Information continues to emerge as a result of the monumental Tax Cuts & Jobs Act. For privately-held companies, the TCJA impacts your financial statements, operating model, liquidity, investments and capital, and people. For individuals, the TCJA impacts personal withholdings, charitable giving, family & education, retirement, and estate planning. AAFCPAs is pleased to offer a timely, 3-Part Webinar Series featuring some of the most significant TCJA changes and their potential impact... continue reading
2017
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03.17
83(b) Election May Be Beneficial for Stock Subject to Vesting
AAFCPAs would like to make clients aware of the 83(b) election, a beneficial tax treatment that may provide significant tax savings. An 83(b) election may work favorably for you if you have been given restricted property, such as equity. Under IRS code section 83(b), you are able to convert what would normally be ordinary income for this equity earned for services into capital gain income. Often times a taxpayer may... continue reading