About Daniel Rosefelt
Daniel S. Rosefelt, Attorney at Law, CPA
Daniel Rosefelt, Attorney-CPA, is a nationally recognized tax controversy attorney who has published numerous articles in national publications. He is a frequent speaker on a variety of tax controversy related topics at national tax forums and previously served as the President, Vice President, Secretary, Assistant Secretary Treasurer, and Chair of the National Education Committee of the American Academy of Attorney-Certified Public Accountants (AAA-CPA). Additionally, he previously served as the Vice-Chair of the American Bar Association Tax Section Committee for IRS Tax Collections, Tax Bankruptcy, and Insolvency.
For over 30 years, Daniel Rosefelt has successfully resolved countless complex tax and financial problems for individuals, independent contractors, executives, business owners, government workers and officials, high profile celebrities, doctors, lawyers and even fellow CPAs and attorneys. He is passionate about empowering clients with their realistic resolution options and assisting them through some of the most challenging moments in their lives.
AWARDS & CERTIFICATES
Practice Focus
- Unfiled Tax Returns
- Large Tax Debt Resolution
- IRS Administrative Appeals
- Domestic Voluntary Disclosures
- Offshore Voluntary Disclosures
- Egg Shell Audits
- Employment Taxes
- Tax Fraud Cases
- Criminal Tax Investigations
- U.S. Tax Court Litigation
- Probate & Estate Tax Issues
Courts & Memberships
- Maryland Bar
- District of Columbia Bar
- Florida Bar
- U.S. Supreme Court
- U.S. Bankruptcy Court For the District of Maryland
- U.S. District Court For The Middle District of Florida
- U.S. Court of Claims
- U.S. Tax Court
- Maryland Certified Public Accountant
- Florida Certified Public Accountant
- Member, The American Bar Association (Section on Tax)
- Member, The American Academy of Attorney-Certified Public Accountants
- Board of Directors, American Academy of Attorney-Certified Public Accountants
- Vice Chair of Tax Collection, Bankruptcy & Workouts Committee of the American Bar Association (ABA) Tax Section (2021-2022)
Education
- Stetson University College of Law (Florida) Juris Doctor, Cum Laude, 1991 – Ranked No. 1 Top Law School for Trial Advocacy by U.S. News
- Stetson Law Review, Published Editorial Board Member
- University of Wisconsin, Madison, Bachelor of Business Administration in Accounting, 1981; Certified Public Accountant, 1983.
Relevant Experience
- Former President of the American Academy of Attorney-Certified Public Accountants (AAA-CPA)
- Founder & Managing Attorney of Rosefelt Tax Law
- Law Partner, Of Counsel and Senior Bankruptcy/Tax Attorney with Metro Washington DC Law Firms
- Law School Adjunct Law Professor of Federal Tax Law – Stetson University College of Law
- Law School Adjunct Law Professor of Legal Research & Writing – Stetson University College of Law
- Auditor and Tax Accountant with Public Accounting Firm
Publications & Speaking Engagements
- "Doubt as to Liability Offer In Compromise: An Under-Utilized Tool For Correcting IRS Assessments," Volume 20, Issue 3 of CCH's Journal of Tax Practice & Procedure
- "Discharging Tax Debts in Bankruptcy," Volume 20, Issue 4 of CCH's Journal of Tax Practice & Procedure
- “Discharging Tax Debts in Bankruptcy,” ABA Fall Tax Meeting, 2019
- “Discharging Tax Debts in Bankruptcy,” AAA-CPA Annual Meeting & Education Conference, 2019
- “Offers In Compromise,” Panelist at 11th Annual NYU Tax Controversy Forum, 2019
- "Resolving Tax Debts for Taxpayers in Bankruptcy," 10th Annual NYU Tax Controversy Forum, 2018
- “Foreign Trust & Foreign Gift Compliance Issues and Penalties”
- AAA-CPA Annual Meeting & Education Conference, Philadelphia PA, June 25, 2022
- "IRS Tax Controversy: Assessment Through Collection," APCPA Tax Day, 2017
- "IRS Offshore Voluntary Disclosure," The Inner Circle OVDP Seminar, 2014
- "IRS Tax Controversy: Assessment Through Collection," APCPA Tax Day, 2017
- "IRS Tax Controversy: Assessment Through Collection," APCPA Tax Day, 2017
- "Offer in Compromise - A Case Study and Other Types of IRS Offer In Compromises: Effective Tax Administration (ETA), Doubt As to Collectability with Special Circumstances (DATC SC) and Doubt as to Liability (DATL)," AAA-CPA Annual Meeting & Education Conference, 2020
- "Paycheck Protection Program Issues and Complications," AAA-CPA Annual Meeting & Education Conference, 2020
- “Maintaining Professionalism in a Constantly Changing Landscape”, AAA-CPA Annual Meeting & Education Conference, Fort Worth TX, June, 2024