Dan Gaffney
Partner
National Practice Leader, Closely Held Businesses
CPA

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 Publications

  • "A Blueprint for Your Business" (AGC Constructor, October 2012)
  • "Are You Prepared for Business Transition" (Puget Sound Business Journal, Annual Estate Planning Supplement, February 2012)
  • "The CFM’s Role in Succession Planning" (CFMA Building Profits, March/April 2011)
  • "Exit Strategies for Physician Groups" (California Healthcare News, May 2010)

Selected Speaking Engagements

  • From Feast to Family Tradition
    Family Business Legacy Series (March 2013)
  • Income and Estate Tax Changes on the Horizon
    Family Business Legacy Series (May 2012)
  • Succession Planning
    MGMA Annual Meeting for Oregon and Washington (April 2011)
  • Ownership Transition Planning: Is Your Company Prepared?
    (Moss Adams webcast, March 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