Daniel Lee, CPA
Daniel is a Partner in Duffy Kruspodin’s Beverly Hills tax practice and a trusted advisor to high-net-worth individuals, family groups, and closely held businesses. He is a core member of the firm’s Family Office, Trusts & Estates, and High-Net-Worth practice groups — and plays a significant role in Duffy Kruspodin’s real estate tax practice.
With more than two decades of experience in public accounting and private industry, Daniel works closely with operating entities, investment structures, and family offices in real estate — advising on compliance, transactional planning, and tax strategy. He is a go-to resource for clients and colleagues alike when navigating complex issues, known for his technical precision, thoughtful problem-solving, and commitment to long-term relationships.
Daniel earned a master’s degree in accounting from Texas A&M University and a bachelor’s degree from Korea University. He is licensed as a Certified Public Accountant and is an active member of the California Society of Certified Public Accountants (CalCPA).
Industry Focus
- High-Net-Worth Individuals & Families
- Real Estate
- Closely Held Businesses
- Family Offices
- Emerging Businesses
- Not-for-Profit
- Professional Services
- Retail
Practice Focus
- Business Consulting
- Tax Consulting & Compliance
- Family Office Services
- Trust & Estate
AFFILIATIONS
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Education
Texas A&M University Master of Accounting, Korea University Bachelor of Science.