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.
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
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
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.
AAF Wealth Management Q3 2024 Market Insights
AAFCPAs is pleased to share the following Q3 2024 Market Insights published by AAF Wealth Management, a subsidiary of AAFCPAs. While world markets were relatively calm, we saw a bit more volatility this quarter in the investing and political arenas. Coming out of an uneventful first half of the year, the combination of more realistic […]
The post AAF Wealth Management Q3 2024 Market Insights appeared first on AAFCPAs.