Daniel Seaman, CPA

Tax Partner

Dan is a leader in AAFCPAs’ Tax Practice advising select clients, including high-net-worth individuals along with their families and business interests. He works extensively with AAF Wealth Management clients, helping to ensure the seamless execution of their holistic financial plans. He navigates the intricacies of compliance, taxation, wealth optimization, asset protection & privacy.

Since joining the firm in 2007, Dan has embraced AAFCPAs’ integrated service model as key to client success. He recognizes that this combination of tax and wealth management expertise leads to better-informed decisions, increased tax efficiency, and an enhanced client experience—all contributing to greater success in achieving a clients’ financial goals.

He brings a level of technical tax knowledge, proactive planning, and adaptability that can deliver enhanced peace of mind. This includes a range of tax strategies, such as income deferral, expense acceleration, tax-efficient investment strategies, entity selection and structuring, tax credits, and deductions. He applies his deep understanding of the tax code, ongoing monitoring of tax developments, and a collaborative relationship with clients to optimize their overall tax position and ensure compliance with applicable tax laws and regulations.

Dan’s clients consider him a confidant when making life’s most critical financial decisions. A caring, ethical, and dedicated financial partner, he earns that trust by always doing what’s best for the client. Dan is recognized for his upbeat attitude, for his ability to always look on the bright side of every situation, and for his enthusiasm and pride in the work he does.

Dan earned his Bachelor of Science degree in accounting magna cum laude from Fitchburg State University and currently serves on the Board of the Fitchburg State University Alumni Association. He lives in Fitchburg, MA with his wife and two children. He’s an active member of the community, serving as Board Treasurer of Family Promise Metrowest. He also enjoys coaching his daughter’s basketball and soccer teams. When he’s not with clients, you will often find him spending time with his family and cheering on all Boston sports.

Daniel Seaman, CPA

Daniel Seaman, CPA

Tax Partner

Meet Dan

“With each client, I endeavor to build meaningful relationships that transcend a mere business association—I’m committed to standing by our clients through every twist and turn, ensuring unwavering support in all situations.”

Contributed Insights

IRS Increases Tax-Free Charitable Giving Limit for IRA Owners

IRS Increases Tax-Free Charitable Giving Limit for IRA Owners

In a recent announcement, the IRS increased the annual limit for tax-free charitable donations from IRAs, allowing eligible IRA owners aged 70½ and older to give up to $105,000 tax-free in 2024. These contributions, known as Qualified Charitable Distributions (QCDs), may help reduce taxable income while also benefiting eligible charitable organizations. For those aged 73 […]

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Top Takeaways From Our 2024 Tax Planning & Wealth Preservation Webinar

Top Takeaways From Our 2024 Tax Planning & Wealth Preservation Webinar

In this article: Strategic tax planning preserves wealth and ensures a lasting legacy. During AAFCPAs’ recent Individual/Family and Wealth Preservation webinar (October 2024), Jonathan Bloom, CFP®, AIF®, Joshua England, LLM, Esq., Richard Weiner, CPA, MST, CM&AA, Daniel Seaman, CPA, and Tyler Champagne, CPA, MSA shared wealth preservation insights including strategies to help optimize your tax […]

The post Top Takeaways From Our 2024 Tax Planning & Wealth Preservation Webinar appeared first on AAFCPAs.

Estate Tax Alert: Protecting Assets from the 2026 Exemption Reduction

Estate Tax Alert: Protecting Assets from the 2026 Exemption Reduction

AAFCPAs advises clients to consider proactive strategies to shield their assets now from steep tax liabilities should the estate tax exemption be left to decrease to $7 million on January 1, 2026. Now is the time for high-net-worth individuals to consider wealth transfer and gifting strategies that can help you maintain control while also locking […]

The post Estate Tax Alert: Protecting Assets from the 2026 Exemption Reduction appeared first on AAFCPAs.