Daniel Mayo Email & Phone Number

Contributing author on Federal income tax planning strategies for large and medium-size businesses and HNW individuals.

I lead the National Tax Services Group at Withum and oversee the U.S. Federal income tax research, planning, and review functions. I have more than 20 years of professional tax experience in Federal, international, and financial products taxation, including mergers and acquisitions, capital markets, and qualified small business stock.

Washington D.C. Metro Area

I teach tax law classes on the treatment of debt instruments and financial products.

Greater New York City Area

New York Financial Services Tax. U.S. Federal and International income tax planning for banks, broker/dealers and hedge/private equity funds, M&A and reorganization transactions, Capital Markets tax planning, Effective Tax Rate (ETR) planning, tax provision review, IRS audit defense, and frequent speaker and author on income tax issues.

Greater New York City Area

Capital Markets, Financial Products and Derivatives, International M&A and Reorganization Transactions, Financing Transactions, and Information Reporting.

Greater New York City Area

Capital Markets, Financial Products and Derivatives, International M&A and Reorganization Transactions, Financing Transactions, and Information Reporting.

Summers 2006 & 2007

Greater New York City Area

Capital Markets; Financial Products and Derivatives; and M&A and Reorganization Transactions.

Greater New York City Area

M&A and International tax planning.

Greater New York City Area

M&A, International tax planning, and Debt and Equity Financing Transactions.

Ll.M., Tax

J.D., Cum Laude

B.S., Accounting