Daniel Waters

Daniel Waters, JD, LLM

Director, Tax Strategy

Whether it is borrowing an old steel frame friction shifting bike to cycle in the French alps, moving to a city far removed from family and connections, or becoming a parent to hard charging daughters; I relish taking on challenges. As the Director of Tax Strategy, I will use the same drive to assist clients with everything from the preparation of their personal and business tax returns, planning/forecasting tax events, and advising on the tax implications of investments and business transactions.

I believe to be an effective tax adviser you need to have a relationship with your client. When you understand their concerns and goals, you can better tailor your advice. Whether it is the potential exit from an investment, the analysis of a proposed investment, or planning for passing your wealth to the next generation, I love to get to know my clients and understand their perspectives.

I grew up in a family of small business owners. I understand the stress of building a lasting business or career. A trusted advisor should know you and be able to assist you in achieving your goals.

EDUCATION AND QUALIFICATIONS

BA, Philosophy, The University of North Carolina – Chapel Hill
JD, Charleston School of Law
LLM, Taxation, Boston University School of Law
Licensed Ohio attorney

PERSONAL INTERESTS

Working to be a good husband and father
Recovering cyclist who believes nirvana is found on a patch of freshly paved asphalt
Exploring and learning about my adopted state of Ohio
Following the Tar Heels across all sports
Pushing my comfort zone through travel

COMMUNITY PARTICIPATION

Board member, Small Biz Cares

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