All Press Releases for April 07, 2023

Daniel R. Byles-Smith, CPA, CFP®, has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

Daniel R. Byles-Smith is recognized for his innovative combined discipline tax and investment planning at Waterford Advisors, LLC

    ORCHARD PARK, NY, April 07, 2023 /24-7PressRelease/ -- Daniel R. Byles-Smith, CPA, CFP®, has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Leveraging more than a decade of excellence in tax and investment planning, Mr. Byles-Smith has earned distinction as a Principal for Waterford Advisors, LLC. Since 2016, he has focused his efforts on academically developing an integrated retirement planning process which combines the fundamentals of long-term tax planning with both deterministic and stochastic retirement plan modeling. Plan results provide a pathway for lifetime tax minimization, allowing for increased retirement spending or larger probability of success in retirement. This outcome paves a roadmap for individualized investment security selection which supports the achievement of lifestyle goals. Dan has spoken about this unique combined discipline planning to local organizations, giving expert insight to other local professionals. In addition to this, Dan's role has included handling taxation, compliance, planning and investment strategy for the company internally, while ensuring the tax results they produce match what is expected. He is a valued member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the Western New York Estate Planning Council, and the Financial Planning Counselors of Western New York, among other professional organizations.

Outside of his primary career efforts, Mr. Byles-Smith operates a small farm with his family in Hamburg, New York, where they raise alpacas, goats and other animals. Likewise dedicated to civil advocacy, he serves as the board vice president of the Financial Planning Counselors of WNY and has previously served on the board for multiple non-profit organizations.

Prior to his current role, Mr. Byles-Smith began his career in public accounting as a senior tax associate with Miller, Cooper and Co., Ltd. in 2009 and served as a senior accountant with Chiampou Travis Besaw and Kershner LLP in 2011. Following this time, he served as a tax manager for Freed Maxick CPAs, P.C. in 2013 until becoming a tax director for Waterford Advisors, LLC in 2016.

Prior to embarking on his professional journey, Mr. Byles-Smith earned a Bachelor of Science in accounting and economics from Purdue University in 2009. Following this achievement, he attained a Master of Science in taxation from Northeastern University in 2016. Well-qualified in his field, he is a certified public accountant and Certified Financial PlannerTM.

Within the coming years, Mr. Byles-Smith intends to continue developing robust and innovative combined discipline planning strategies with his team at Waterford Advisors, LLC. He and his colleagues take pride in running a company that holds integrity and honesty at the highest priority. He plans to continue educating himself to provide better services to his clients as well as educating the rising generation of professionals to become future leaders in the field.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at

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