Education and Experience
Daniel B. Capobianco is both an attorney and CPA and is currently licensed to practice in Massachusetts, Louisiana and Florida. Dan’s business model and philosophy is helping families, individuals, and businesses preserve a lasting legacy through highly personalized and comprehensive plans. Dan has been a resource for families and businesses who seek to plan for and protect that which is most important to them
His practice focuses on advising clients with respect to a wide range of issues relating to wills and trusts, sophisticated estate planning, trust administration, corporate and partnership tax matters, charitable planning & giving, private foundations, supporting organizations, life insurance issues and general tax matters.
Dan also counsels with clients on an array of important issues relating to family owned businesses, such as succession planning, governance and control, buy-sell agreements, and the relationship of these issues to the overall family estate plan.
With over 28 years of diverse tax experience in public accounting and the private practice of law, he has significant experience in all aspects of income and estate taxation, including business, tax and succession planning, sophisticated estate planning, will and trust preparation, charitable trusts and private family foundations, international tax planning, tax return preparation, and IRS audits and appeals. Mr. Capobianco also has considerable experience in other areas of private client law such as venture capital formation, corporate organization and reorganization and international planning and structuring.
Attorney Capobianco is a Founding Member of Wealth Counsel, a national collaboration of estate planning attorneys and a member of the Tax Section and the Asset Protection Committee of the Real Property, Trust and Estate Law Section of the American Bar Association.
Dan is a frequent lecturer and educator, annually teaching attorneys, CPAs and financial professionals through numerous continuing education organizations. He has also spoken to private groups across the country on various topics, including family protection planning, wealth preservation, and charitable tax planning. Dan is committed to his own continuing education in advanced estate and business planning to ensure that the firm’s clients are receiving the most sophisticated planning techniques.
Dan maintains the highest standard of client service. He listens closely to his clients’ goals and concerns, and then works with them to develop plans that are unique to their particular situation. Dan believes in helping his clients understand that planning is not just about saving tax dollars. Rather, he shows them that the value of planning for the future is also an appreciation of themselves and their loved ones
Danilel B. Capobianco holds a Juris Doctor Degree and a Master of Science (Taxation) Degree from the University of Miami and a B.B.A. in accounting from Loyola University, New Orleans, Louisiana. Mr. Capobianco.