Rachel Vidal, CPA

Senior Manager

Certifications

Licensed CPA – Florida and New York

Experience

Rachel Vidal specializes in tax compliance and planning services for both domestic and cross-border high net worth individuals and families.  She joined Daszkal Bolton in November of 2016 after spending 4 years in Deloitte’s Private Wealth tax practice in New York City, where she worked under Deloitte’s foreign trust and expatriation specialist.  Rachel assists clients with developing tax efficient strategies for both domestic and international business and investment planning; trust, gift and estate taxation; family office structuring; charitable giving; and an array of other financial planning needs.  She also assists clients with both inbound and outbound planning, foreign informational reporting, foreign informational filing submissions and expatriation.

Education

The University of Notre Dame, South Bend, IN Masters of Science in Accounting Florida State University, Tallahassee, FL Bachelors of Science in Accounting

Memberships

AICPA

Practice Areas

High Net Worth Income Tax (including Family Office, Yacht, Aircraft and Art) Estate, Gift and Trust Taxation Foreign Trust Taxation Generation-Skipping Transfer Tax International Tax Foundation and Not-for-Profit Taxation Fiduciary Accounting Private Equity and Management Consulting Hedge Fund, Investment Banking and other Financial Services

Professional Development & Community

Greater Boca Raton Estate Planning Council The Society of Trust and Estate Practitioners (STEP) Publications: BNA Portfolio 822: Estate, Gift and Generation-Skipping Tax Returns and Audits (Co-Author)