Ashley Daniels

Director, Tax

Services: Estates, Gifts & Trusts, Private Client Services, Tax Planning & Compliance

Industries: Real Estate

Project name

Ashley is highly experienced in providing tax compliance services to high-net-worth individuals, trusts, and estates. As a Tax Director, Ashley assists clients with complex fiduciary income tax matters, trust administration, and estate/gift planning. She believes in building meaningful relationships with her clients and colleagues.

Focusing on estate and trust taxation, Ashley is dedicated to supporting her clients and strives to ease the burdens of those who have lost a loved one. She understands that, alongside the emotional challenges, navigating estate and trust administration can be complex and overwhelming. Ashley offers personalized guidance to help clients foresee potential issues and find the best solutions tailored to their needs.

Ashley is a Cal Poly San Luis Obispo alumnus and a fourth-generation Californian. She enjoys living in the small beach town where she was born and raised with her husband and English Bulldog.

Interesting tidbit

Ashley learned how to golf in college and got a hole-in-one her first year of golfing.

Education

BS/Agricultural Business – California Polytechnic State University, San Luis Obispo

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