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Daniel N. Jones, CPA, CRPC®



Daniel N. Jones is a Senior Tax and Financial Planning Specialist in the Private Clients group of Nixon Peabody LLP. Prior to joining Nixon Peabody, Dan spent time with Merrill Lynch in Washington, DC, and PricewaterhouseCoopers LLP in Rochester, NY. Dan provides financial planning services to high net worth individuals and corporate executives, with a focus on individual tax planning, tax compliance and retirement planning.

Dan is a member of The American Institute of CPAs (AICPA) and the New York State Society of CPAs (NYSSCPA). He currently sits on the Personal Financial Planning Committee of the NYSSCPA.

What do you focus on?

My practice is focused on helping clients approach their financial lives in a more thoughtful manner. I provide advice and guidance on complex tax and financial planning issues.

Financial planning encompasses many different areas including: tax planning, tax compliance, retirement planning, estate planning, college planning, investment management, insurance and risk management and employee benefits planning. I spend a lot of time thinking about how to integrate these components in order to develop a plan that addresses my clients’ goals and objectives.

My job is to incorporate the financial considerations as well as any family and emotional considerations for each client’s situation. Many times there are trade-offs between risk, financial goals, tax implications and personal values. I enjoy spending time working through these varied issues with clients.

What do you see on the horizon?

We continue to see companies shifting the burden of retirement saving to employees, people living longer in retirement, individuals facing changes in tax rates and investors experiencing a lower total return environment than in the past. While each concern can be looked at individually, we often find that the most appropriate solution involves integrating multiple components.

Contact

Daniel N. Jones, CPA, CRPC®

Sr. Tax and Financial Planning Specialist

Rochester

Phone: 585-263-1101


George Washington University, Master of Accountancy

Georgetown University, B.S., Business Administration

  • The American Institute of CPAs
  • New York State Society of CPAs
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