Experienced in tax strategies that provide you with peace of mind and confidence.
EXPERIENCE
Dan has worked with a wide range of organizations, from SEC to closely-held businesses. Dan specializes in assisting local, national and international businesses, health care providers and other professional service providers by offering guidance in:
• Tax planning and preparation
• Office organization and feasibility
• Compensation planning
Concentration of his consulting includes:
• Corporate, individual and estate tax planning
• Business acquisitions and dispositions
• Business asset and operation reviews
• Succession planning
• International tax consulting
PROFESSIONAL MEMBERSHIPS
Indiana CPA Society (INCPAS)
(Chair of Tax Member Section Advisory Council)
American Institute of Certified Public Accountants (AICPA) (Committee Member of State & Local TRP)
AOPA – Aircraft Owners and Pilots Association
COMMUNITY INVOLVEMENT
The Summit Club, Past President
Ronald McDonald House Charities of Michiana, Board of
Directors and Treasurer
The Chamber of Commerce of St. Joseph County, Board of
Directors and Treasurer
The Studebaker National Museum, Board of Directors Juvenile Diabetes Research Foundation, Regional Board
of Directors
Community Foundation of St. Joseph County, Board of
Directors
INTERESTS
Dan is a graduate of Leadership South Bend/Mishawaka, Class 16. In his free time, he is active flying, golfing, and biking.
EDUCATION
Manchester College B.S. in Accounting B.S. in Business Administration
