Daniel M. Brooks

AREAS OF EMPHASIS
■ Wealth Transfer and Succession Planning
■ Real Estate Management and Tax Planning
■ Planning of Charitable Giving
■ Estate and Trust Administration
■ Tax Planning for Closely Held Businesses
■ Exempt Organization Compliance

BIOGRAPHY
Dan Brooks has been a principal with the firm since 1996, prior to that he was a partner with a major Northern New Jersey certified public accounting firm. He received his Bachelor of Science in Accounting from Rutgers University, a Juris Doctorate from Seton Hall Law School and a Master of Law from New York University Law School.

His expertise is concentrated in the area of estate planning, trust and estate administration, and charitable giving. He has co-edited the leading text on estate planning in New Jersey and lectures regularly for the New Jersey Institute of Continuing Legal Education. Dan has written an article on International Estate Planning for the special edition of the New Jersey Law Journal. Dan has specialized in real estate transactions. He has dealt with the complex tax requirements of both partnerships and limited liability companies often during his 35 year career.

Dan is a past President of the Estate Planning Council of Northwestern New Jersey and a member of the Tax Section of the Essex County Bar Association. He previously was the President of Board Member Institute, an organization that specializes in educating the board members of tax-exempt organizations. Dan has served as an officer and member of the Board of Directors of Temple B’nai Or, the Jewish Community Center and the United Jewish Appeal . He has served as Chairman of the Democratic Party of Hanover Township and a member of the Hanover Township Finance Committee.

CERTIFICATIONS
■ Certified Public Accountant, State of New Jersey
■ Attorney, State of New Jersey

EDUCATION
■ Bachelor of Science in Accounting, Rutgers University (New Brunswick, NJ)
■ Juris Doctorate, Seton Hall University (South Orange, NJ)
■ Master of Law, New York University Law School (New York City, NY)

PROFESSIONAL MEMBERSHIPS
■ New Jersey Society of Certified Public Accountants (NJSCPA)
■ American Institute of Certified Public Accountants (AICPA)
■ Northwestern New Jersey Estate Planning Council


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		Somerset, NJ \| 908.231.1000
		Maplewood, NJ \| 973.763.6363


About RRBB Locations Partners Carl S. Schwartz David N. Roth Steven J. Truppo Leonard M. Friedman Gary A. Sherman Pamela Bezner Ali Robert S. Quick Marsha L. Baldinger Howard B. Condo Daniel M. Brooks (Associate) Memberships Contact Services Business Services Auditing/Financial Reporting Business & Management Consultation Employee Benefit Plans Mergers & Acquisitions SEC Services Including Sarbanes-Oxley Consulting Tax Planning & Preparation Outsourcing Your Back-Office Accounting Needs Technology Consulting Services for Individuals Estate & Trust Planning Financial Planning & Investments Tax Planning & Preparation Not-for-Profit Services Auditing/Financial Reporting Litigation Support/Forensic Accounting Matrimonial Litigation Stockholder Suits & Partnership Dissolutions Business Valuation White-Collar Crime, Fraud & Embezzlements Insurance Claims Construction Claims Lost Profit Claims Feasibility Studies & Projections Industries News & Resources News Resources

		Daniel M. Brooks, CPA, JD, LLM E-mail: dbrooks@rrbb.com Phone: 908-231-1000 Ext. 544 Fax: 908-231-6894 Mailing Address: Rosenberg Rich Baker Berman & Co. 265 Davidson Avenue, Suite 210 Somerset, NJ 08873-4120
	AREAS OF EMPHASIS ■ Wealth Transfer and Succession Planning ■ Real Estate Management and Tax Planning ■ Planning of Charitable Giving ■ Estate and Trust Administration ■ Tax Planning for Closely Held Businesses ■ Exempt Organization Compliance BIOGRAPHY Dan Brooks has been a principal with the firm since 1996, prior to that he was a partner with a major Northern New Jersey certified public accounting firm. He received his Bachelor of Science in Accounting from Rutgers University, a Juris Doctorate from Seton Hall Law School and a Master of Law from New York University Law School. His expertise is concentrated in the area of estate planning, trust and estate administration, and charitable giving. He has co-edited the leading text on estate planning in New Jersey and lectures regularly for the New Jersey Institute of Continuing Legal Education. Dan has written an article on International Estate Planning for the special edition of the New Jersey Law Journal. Dan has specialized in real estate transactions. He has dealt with the complex tax requirements of both partnerships and limited liability companies often during his 35 year career. Dan is a past President of the Estate Planning Council of Northwestern New Jersey and a member of the Tax Section of the Essex County Bar Association. He previously was the President of Board Member Institute, an organization that specializes in educating the board members of tax-exempt organizations. Dan has served as an officer and member of the Board of Directors of Temple B’nai Or, the Jewish Community Center and the United Jewish Appeal . He has served as Chairman of the Democratic Party of Hanover Township and a member of the Hanover Township Finance Committee. CERTIFICATIONS ■ Certified Public Accountant, State of New Jersey ■ Attorney, State of New Jersey EDUCATION ■ Bachelor of Science in Accounting, Rutgers University (New Brunswick, NJ) ■ Juris Doctorate, Seton Hall University (South Orange, NJ) ■ Master of Law, New York University Law School (New York City, NY) PROFESSIONAL MEMBERSHIPS ■ New Jersey Society of Certified Public Accountants (NJSCPA) ■ American Institute of Certified Public Accountants (AICPA) ■ Northwestern New Jersey Estate Planning Council