Daniel Valentino, CPA

Focus Area

Daniel specializes in Fiduciary and Individual taxation. He is a leader in fiduciary planning and compliance, including but not limited to, grantor, non-grantor, charitable, foreign and split-interest trusts. Daniel’s background also includes experience with foundations, investment partnerships and personal holding companies.

Professional Experience

Daniel’s 14 years of experience extends through working in both national banks and local CPA firms where he led and trained talent in those areas. He managed fiduciary and individual tax practices discovering ways to increase efficiency and quality utilizing technology. He conducted fiduciary tax training for the New York Bankers Association, as well as other tax topic training for local tax professional organizations.

Education

Daniel graduated from West Chester University of Pennsylvania with a BA in Accounting.