Daniel P. Doiron

As the Practice Leader of ARB’s Private Client Team, Dan serves several of New England’s affluent families and individuals, closely-held business owners, and venture capital and private equity investors. He collaborates with family offices, attorneys, wealth advisors, and insurance specialists to facilitate solutions to complex family tax issues and provides tax planning services. Dan works closely with clients to achieve their goals of leaving a legacy through trust creation, family foundations, and strategic generational wealth transfers. He assists our family office clients with “fund of funds” family investment partnerships and performs agreed-upon procedures and operational review engagements designed to strengthen internal controls and provide peace of mind to family members.

In working with private clients and family offices, Dan has developed a true understanding of the intricacies of navigating accounting and tax services for businesses with family dynamics. His expertise allows him to provide services of the highest degree that are beneficial for businesses and their shareholders, partners, members, and related ventures, trusts, and estates, alike.  

Dan has navigated the complexities of fiduciary income taxation. He has experience with grantor trusts, complex trusts, simple trusts, charitable trusts, intentionally defective grantor trusts, ESBTs, QSSTs, and many other varieties of trusts. He leads the ARB Tax Group in estate and gift tax planning matters and assists in the development of plans to minimize taxes through trusts, family limited partnerships, gifting, and other tax strategies.

Dan assists private foundations in the preparation of Form 990-PF, bookkeeping and investment accounting services, qualified distribution planning, expenditure responsibility reporting, and planning and projections. He provides advisory services and assists in avoiding various prohibited transactions applicable to private foundations.