David M. Daley

Private Client Tax Director
Private Client Tax

Dave has over 20 years’ tax consulting experience.  As a tax partner with Arthur Andersen Dave had overall responsibility for delivering tax and financial consulting and compliance services to clients ranging in size from start-ups to multinational public companies.  He has assisted businesses in all areas of tax and financial planning including inter-company pricing studies, multinational tax planning, mergers and acquisitions, compensation and benefits, financial aspects of bankruptcy, utilization of acquired net operating losses, and Employee Stock Ownership Plans.

Later, as a partner in a boutique CPA firm in Los Angeles, he had overall responsibility for delivering financial consulting, tax planning and tax compliance services to high net worth individuals and small to mid-size businesses.  The firm’s focus was on family office services to several wealthy families and provided income, estate and gift tax planning, tax compliance, and general financial and business advice and guidance.

More recently, Dave worked with a large US national CPA firm specializing in clients in the financial services industry, primarily hedge funds and private equity funds.  He was a part-time university lecturer in Accounting and Tax Law at both the undergraduate and graduate levels.  Currently, he speaks at tax conferences on Private Client tax issues.

Dave has a BS in Accounting from the Smeal College of Business at Penn State University and is a CPA licensed in California.

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Did you Know?

  • Fact Seven

    Thanks to FATCA banks must disclose their American account holders to the IRS or local tax authority.
  • Fact Six

    The IRS is actively looking for non compliant US persons.
  • Fact Five

    It takes an average of 16 hours to do IRS Form 1040.
  • Fact Four

    There are over 500 IRS tax forms.
  • Fact Three

    Since 1916, illegal income has been taxable.
  • Fact Two

    US persons must file tax
    returns no matter where they live and work.
  • Text One

    7 million Americans abroad
    only 500,000 compliant

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US Tax & Financial Services Ltd
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London E14 9GE
United Kingdom

T: +44 20 7357 8220

F: +44 20 7357 8225

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CH-8001 Zurich
Switzerland

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F: +41 44 387 8079

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Geneva
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T: +41 22 700 2500

F: +41 22 700 2526

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Middle East, Asia and the Americas
US Tax & Financial Services GmbH
Löwenstrasse 28
PO Box 1367
CH-8021 Zurich
Switzerland

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F: +41 44 387 8079

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US Tax & Financial Services Ltd / MAJATTORNEY
Norra Skeppsbron 5B
SE 803 10, GAVLE
Sweden

T: +46 26 18 82 22

M: +46 70 61 88 016

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Glossary

Glossary

 View our glossary

Tax terms can be complicated, contradictory and confusing. Use our glossary to help you understand requirements from the IRS and HMRC.

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Our People – Celebrating 30 Years

Celebrating 30 Years

 Celebrating 30 Years

We're proud to celebrate over 30 years working with international expat communities around the world. Through all the changes we've seen as our world evolves, our core value to serve our clients wherever they are, remains the same. Meet the team.

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