Daniel Levin

Partner – CohnReznick Advisory LLC

As a partner in the Private Client Services practice, Daniel Levin has significant experience providing tax consulting and compliance services to family offices, individuals, trusts and estates, and closely held businesses.

Private Client ServicesFamily offices

Tax

Experience and credentials

Certified Public Accountant
Extensive experience working with numerous families to help make sure they are compliant with applicable filing requirements and are structured in a tax efficient manner
Assists with philanthropy planning and wealth transfer and estate planning
Prior experience in the tax practice of a Big Four firm

Education

B.S., Business Administration and Accounting – Baruch College

Awards

2026 Emerging Leaders Award honoree - New York State Society of CPAs (NYCPA)
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