Photo of Dan Gaffney
Dan Gaffney
Principal
CPA
dan.gaffney@mossadams.com
(425) 303-3195
My Profile

Industry Expertise

Private Clients

Practice Focus

Business Tax Estate Tax Planning M&A Tax Personal Tax Succession Planning Tax Structuring

Biography

Dan has been in public accounting since 1996. He advises closely held businesses, business owners, and executives on corporate and individual income tax, strategic business planning,  estate planning, and business succession to help them manage their tax liabilities and preserve more of their business and personal wealth.

In addition, Dan provides high net worth families and individuals with strategic guidance on income and estate tax planning to help them make the most of opportunities to build and preserve their personal wealth and assets and achieve their financial goals.

Selected Speaking Engagements

  • From Feast to Family Tradition
    (March 2013)
  • Income and Estate Tax Changes on the Horizon
    (May 2012)
  • Succession Planning
    (April 2011)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Community Involvement

  • Former board member, Greater Everett Community Foundation
  • Member, Snohomish County Estate Planning Council
  • Trustee, Snohomish County Boys & Girls Clubs

Education

  • BA, business administration (accounting emphasis), Seattle University

Insights from Dan Gaffney

Article
5 Strategies Business Owners Should Include in Their Annual Review
Learn five strategies to help identify opportunities and strengthen the position of your business and personal finances.
Article
Webcast
Remote Board Governance Tips
Learn how to stay productive, create meaningful dialogue and make important business decisions in a virtual environment.
Webcast

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.