Russell Daniel

Executive summary

Russell A. Daniel is a partner in the Tax Services practice in Charlotte, and leads the Southeast Region Global Transaction Tax Services practice.  He assists clients in identifying and evaluating tax risks and opportunities in connection with transactions, including M&A, and implementing federal tax planning strategies. With more than 31 years of experience, he has worked with numerous financial and strategic buyers in structuring acquisitions, buyouts, recapitalizations and internal reorganizations. Russell is experienced in leveraged buyouts, acquisitions of financially troubled companies, tax-basis planning, transaction cost analysis, S corporations, net operating loss and Section 382 planning, and bankruptcy.

Professional qualifications and memberships

• CPA — North Carolina (#26423)
• AICPA
• Association for Corporate Growth

Community involvement

• Former Board Member, McColl Center for Visual Art
• Former Board Chairman, Substance Abuse Prevention Services
• Former Board Member, Urban Ministry Center/Roof Above
• Board Member and Treasurer: Mecklenburg County Council of Scouting America

Presentations and publications

• Tax Executives Institute Regional Conferences and National M&A Conference, Presenter
• National Automobile Dealer Association, Presenter
• American Trucking Association, Presenter
• “Alternative Basis Step-up Transactions: Leveraging Disregarded Entities in an F Reorg,” The Tax Adviser, Author.

Education

• BS, Accountancy, Wake Forest University