Daniel Waugh, Principal

Daniel WaughDan Waugh has more than 25 years as a tax attorney, advising commercial businesses and their owners, non-profit organizations including public charities, private foundations, advocacy groups, and governmental agencies on the tax implications of their current and proposed activities. He also brings a valuable tax perspective to the firm’s real estate practice.

Dan is known for sophisticated tax planning and innovative strategies to minimize tax liabilities. He represents taxpayers before both the Internal Revenue Service and the Rhode Island Division of Taxation in contested tax matters. He also works to develop special legislation in the general assembly or rules in the Division of Taxation to develop changes to tax policy that will benefit clients.

He counsels clients on all aspects of employee benefit plans such as retirement, 401(k), health and disability, employee stock ownership and executive programs. He understands the special distinctions facing governmental and non-profit organizations.

For more than two decades, Dan has rendered opinions for hundreds of tax-exempt bonds amounting to several billion dollars of both qualified private activity bonds and governmental bonds. Dan has also successfully concluded several IRS audits of tax-exempt bonds.

Dan has been deeply involved in airport projects and operations. In fact, he was instrumental in developing a new method of apportioning airline income for taxation in the State.

Dan is a member of the American and Rhode Island Bar Associations and of the National Association of Bond Lawyers. He is a member and former president of the Rhode Island Employee Benefits Council. He is a cum laude graduate of Harvard College and received his juris doctorate from the University of Virginia Law School. He is admitted to practice in Rhode Island and Massachusetts.

email Dan: dwaugh@marlawri.com

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