Daniel Sparks Email & Phone Number

Partner, Private Clients Group - International Tax, Structuring, SMSFs, Succession Planning, ComplianceAs a Partner in the Private Clients division of Pitcher Partners Sydney with a focus on high-net wealth families, my role is to provide advice and compliance support for a significant number of the firm’s most wealthy individual clients. My approach is to apply tax and structuring experience to maximise value from the perspective of the business owner, executive or investor, through a big picture strategic planning approach.Having gained substantial exposure to the U.S. tax regime through my work for mobile executives and international families, I now regularly present to local tax practitioners on the complex topic of U.S. and Australian cross border taxation. Areas of expertisePersonal tax: works proactively with clients to understand and optimise their personal tax position, including planning around the realisation of investments, getting value out of structures and taxation of employee sharesInternational tax: comprehensive experience in cross border strategies and inbound /outbound residency issues, with specialist insight into tax planning for clients with U.S. backgroundsStructuring: extensive experience in the use of available structures to develop personal wealth, protect assets and facilitate family / business succession, including advice around different types of trusts, super funds, and corporate vehicles.

Listed skills include Tax, High Net Worth Individuals, Trust Taxation, Income Tax, and 5 others.