Dan has been in public accounting since 1996. He advises closely held businesses, business owners, and executives on corporate and individual income tax, strategic business planning, estate planning, and business succession to help them manage their tax liabilities and preserve more of their business and personal wealth.
In addition, Dan provides high net worth families and individuals with strategic guidance on income and estate tax planning to help them make the most of opportunities to build and preserve their personal wealth and assets and achieve their financial goals.
Business Category
