Daniel McMillan

Tax Partner

Danny specializes in providing tax planning and compliance to a wide array of clients, including high net worth individuals, their closely held businesses and trusts, and venture capital funds. Danny works with founders, executives, venture capitalists and multigenerational families.

Danny advises his clients on:

• Gift and estate planning
• Charitable giving
• Wealth preservation and succession planning
• Entity structuring
• Trusts and family limited partnerships
• Equity compensation, concentrated stock positions, qualified small business stock
• Residency, state, and foreign tax compliance

Danny is a dedicated leader within the Tax department, where he plays a key role in shaping the firm’s technical development and risk management initiatives. His commitment to excellence, collaboration and innovation strengthens the firm’s ability to navigate complex tax landscapes.

• B.S. University of California, Santa Barbara
• M.S.T. Golden Gate University
• Member of the American Institute of Certified Public Accountants (AICPA)
• Member of the California Society of Certified Public Accountants (CalCPA)