Back to the directory
Request an introduction
At a glance
- Discipline
- Attorney
- Designations
- CPA · AEP®
- Firm
- O’Brien Watters & Davis LLP
- Located
- Santa Rosa
Daniel Davis
Attorney
O’Brien Watters & Davis LLP — Santa Rosa
Practice
40+ years as tax and estate professional
Areas of work
- Administering estates and trusts
- Analyzing proposed transactions for estate and gift tax implications
- Charitable gift planning
- Designing estate plans
- Developing strategies to minimize potential estate and gift taxes
- Drafting estate planning documents
- Preparing estate and gift tax returns
- Probating wills and administering estates
- Retirement distribution planning
- Succession planning
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.