Law Office of Daniel B. Capobianco

For families, individuals, and businesses across Massachusetts, navigating the intricate worlds of tax law, estate planning, and business succession can often feel like a journey through a dense forest without a compass. The complexities of preserving wealth, planning for the future, and ensuring compliance with ever-changing regulations demand a unique blend of legal acumen and financial insight. Right here in Boston, the Law Office of Daniel B. Capobianco offers a distinct advantage, providing expert guidance rooted in dual qualifications as both an attorney and a Certified Public Accountant (CPA). This unique combination allows for a holistic and deeply integrated approach to wealth preservation, tax planning, and strategic business counsel. This article aims to provide a comprehensive and informative overview of the Law Office of Daniel B. Capobianco, detailing his specialized services, unique strengths, and unwavering commitment to serving the Massachusetts community.

In an era where financial and legal landscapes are constantly shifting, having a professional who understands both the legal ramifications and the accounting intricacies of your decisions is invaluable. Daniel B. Capobianco's philosophy centers on helping clients preserve a lasting legacy through highly personalized and comprehensive plans. He has been a trusted resource for those seeking to plan for and protect what matters most to them. For anyone in Massachusetts looking to optimize their tax strategies, secure their family’s financial future, or plan for the seamless transition of a family-owned business, the Law Office of Daniel B. Capobianco offers the nuanced expertise required to achieve these critical objectives.

Strategically located in the vibrant financial district of Boston, the Law Office of Daniel B. Capobianco provides convenient access for clients throughout Massachusetts. You'll find the office at 260 Franklin St #1840, Boston, MA 02110, USA. This prime downtown address places the firm within easy reach of major public transportation hubs, making it highly accessible for individuals traveling from various parts of the Greater Boston area and beyond.

The office's proximity to MBTA subway stations (Orange, Red, and Green Lines), as well as numerous bus routes, ensures that clients can arrive for appointments with minimal hassle. For those who prefer to drive, several parking garages are available within a short walking distance, though it's always advisable to account for typical downtown Boston traffic and parking availability. Being situated in such a central and accessible location in Boston underscores Mr. Capobianco's commitment to providing convenient and reliable service to his Massachusetts clientele, allowing them to easily access sophisticated tax, estate, and business planning expertise.

The Law Office of Daniel B. Capobianco offers a wide range of highly personalized and comprehensive legal services, with a primary concentration in estate planning, taxation, and business matters. Leveraging his dual expertise as an attorney and CPA, Mr. Capobianco provides integrated solutions designed to help individuals, families, and businesses preserve their wealth and plan for the future.

• Sophisticated Estate Planning: This includes the preparation of foundational documents such as wills and revocable trusts, as well as more advanced techniques involving irrevocable trusts, asset protection trusts, and dynasty trusts, all designed to safeguard assets and ensure a lasting legacy.

• Trust Administration: Guidance and support for trustees in managing and distributing trust assets in accordance with the trust instrument and applicable laws.

• Corporate and Partnership Tax Matters: Expertise in all aspects of income and estate taxation for businesses, including advising on tax implications of corporate organizations, reorganizations, and ongoing operations.

• Charitable Planning & Giving: Assisting clients with various strategies for charitable giving, including the establishment of charitable trusts, private foundations, and supporting organizations, to maximize philanthropic impact while achieving tax efficiencies.

• Life Insurance Issues: Comprehensive advice on leveraging life insurance for estate planning, wealth transfer, and business succession, including the establishment of life insurance trusts.

• General Tax Counsel: Providing expert advice on a wide array of federal and state tax laws, including representation before the Internal Revenue Service and state tax authorities in tax controversies.

• Family-Owned Business Succession Planning: Counseling clients on critical issues related to family-owned businesses, such as succession planning, governance and control, and buy-sell agreements, ensuring a smooth transition for future generations.

• Venture Capital Formation: Assisting with the legal and tax aspects of forming venture capital entities, providing guidance on corporate organization and structuring.

• International Planning and Structuring: Expertise in cross-border tax and estate planning for clients with international assets or business interests.

• Attorney and CPA Dual Qualification: Daniel B. Capobianco is uniquely qualified as both an attorney and a Certified Public Accountant. This dual expertise provides clients with a comprehensive and integrated approach to legal and financial planning, ensuring that all aspects of their estate, tax, and business needs are considered. This combination is often hailed by clients as providing "big firm expertise at small firm pricing," as one satisfied customer noted.

• Over 35 Years of Diverse Tax Experience: With more than three decades of experience in both public accounting and the private practice of law, Mr. Capobianco brings a wealth of practical knowledge to complex tax issues, including income, estate, and gift taxation.

• Personalized Client Service: The firm maintains the highest standard of client service. Daniel B. Capobianco is committed to listening closely to his clients' goals and concerns, developing plans that are unique to their particular situations, and ensuring they understand the true value of planning for the future beyond just tax savings.

• Focus on Lasting Legacy and Wealth Preservation: Mr. Capobianco’s core philosophy is centered on helping families, individuals, and businesses not just manage their current assets, but to preserve a lasting legacy through comprehensive and forward-thinking planning.

• Founding Member of WealthCounsel: As a founding member of WealthCounsel, a national collaboration of estate planning attorneys, Mr. Capobianco stays at the forefront of the latest sophisticated planning techniques and shares insights with a broad network of professionals.

• Frequent Lecturer and Educator: Mr. Capobianco regularly educates other attorneys, CPAs, and financial professionals through various continuing education organizations, demonstrating his recognized expertise and thought leadership in his fields.

• "Go to Lawyer for Taxation" Recognition: He has been recognized by Massachusetts Lawyers Weekly as a “Go to Lawyer for Taxation,” underscoring his standing and respect within the legal community for his tax expertise.

• Of Counsel to Brooks & DeRensis, P.C.: This relationship allows Mr. Capobianco to offer clients a full suite of additional legal services in real estate, business, and commercial law, providing a seamless and expanded range of support.

While the Law Office of Daniel B. Capobianco does not typically offer publicly advertised "promotions" in the traditional sense, they are committed to providing value and clarity from the outset. Clients seeking to understand their options for sophisticated estate, tax, or business planning are encouraged to reach out for an initial consultation. This direct engagement allows prospective clients to discuss their specific needs, learn about Mr. Capobianco’s unique approach, and understand how his integrated legal and accounting expertise can benefit their unique situation. His commitment to personalized service means that discussions about potential fee structures and the scope of work are always transparent and tailored to the individual client's circumstances.

For individuals and businesses in Massachusetts seeking expert guidance in tax, estate, and business planning, the Law Office of Daniel B. Capobianco is readily available.

• Address: 260 Franklin St # 1840, Boston, MA 02110, USA

• Phone: (617) 261-5355

• Mobile Phone: +1 617-261-5355

Reaching out via phone is the most direct way to initiate a conversation and schedule a consultation to discuss your specific financial and legal planning needs.

For residents and businesses across Massachusetts, the Law Office of Daniel B. Capobianco stands out as an exceptionally suitable resource for comprehensive tax, estate, and business planning needs. His unique dual qualification as both an attorney and a CPA offers an integrated perspective that is rarely found, providing clients with a holistic approach to their financial and legal well-being. This means that whether you are a family looking to establish a robust estate plan, an individual seeking to optimize your tax position, or a business owner planning for succession, you receive guidance that considers both the legal and accounting implications.

The firm’s central Boston location at 260 Franklin Street ensures convenient access for clients from all corners of the Commonwealth. This accessibility, combined with over 35 years of diverse tax experience, means that Massachusetts locals have a seasoned expert readily available to navigate even the most complex financial and legal landscapes. The personalized client service, a hallmark of Mr. Capobianco’s practice, ensures that each plan is meticulously crafted to meet individual goals and concerns, fostering a sense of trust and understanding—a quality highly valued, as evidenced by a client noting "The combination of his technical knowledge and personal commitment to client service is unmatched!"

Furthermore, his recognition as a "Go to Lawyer for Taxation" and his role as a founding member of WealthCounsel underscore his commitment to staying at the forefront of sophisticated planning techniques. For anyone in Massachusetts looking to preserve their legacy, manage their wealth effectively, and ensure a smooth financial future, the Law Office of Daniel B. Capobianco offers the unparalleled expertise, personalized attention, and strategic insight that is essential for success in today’s complex financial world.