Tax & Investments
John Daniels, CPA
Licensed Certified Public Accountant
John graduated from Drake University with a BS in Economics. He worked for the Pillsbury Company and Holmquist Elevator Co in Omaha, Nebraska. He then worked as a commodity specialist for EF Hutton on the Chicago Board of Trade for three years. He then obtained an MS in Economics from Iowa State University and became a licensed CPA in the state of Arizona in 2010 and in the state of Florida in 2023.
Hedging strategies developed early in his career have been the foundation of his investment philosophy ever since. Since 2010, John has assisted clients with tax preparation, planning and compliance. In 2017 he developed and rolled out to clients his basic investment strategies designed for investors, the Option Protected Growth Portfolio and the Option Protected Income Portfolio. Both strategies use options to protect the core holdings and to enhance investment income.
Areas of focus
Services John leads
Personal Tax Planning & Preparation
Proactive planning and precise preparation that minimize your liability while keeping you fully compliant.
Retirement Planning
From IRAs and 401(k)s to pension analysis and Social Security optimization, whether you’re decades away or already retired.
Investment Management
Personalized strategies grounded in long-term thinking, tax efficiency and ongoing performance reviews.
Estate Planning
Wills and trusts, charitable giving and wealth transfer, coordinated with your legal advisors.
Retirement Spending
Withdrawal strategies and tax-efficient distributions that make your savings last.
College Planning
529 plans and financial aid strategies that balance your goals, budget and tax advantages.
Your Next Step
Let’s plan your next chapter.
Schedule a consultation to discuss your goals, tax needs or business plans.