Industry Expertise
Biography
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.
Selected Speaking Engagements
- From Feast to Family Tradition
(March 2013) - Income and Estate Tax Changes on the Horizon
(May 2012) - Succession Planning
(April 2011)
Professional Affiliations
- Member, American Institute of Certified Public Accountants
- Member, Washington Society of Certified Public Accountants
Community Involvement
- Former board member, Greater Everett Community Foundation
- Member, Snohomish County Estate Planning Council
- Trustee, Snohomish County Boys & Girls Clubs
Education
- BA, business administration (accounting emphasis), Seattle University