Get to Know Me

With over 20 years of professional tax experience in federal, international and financial products taxation, Dan helps businesses structure their affairs and plan transactions to minimize federal income taxes. He is experienced in mergers and acquisitions, capital markets transactions, and cross-border transactions, and he represents individuals and businesses in tax controversies with the IRS.

Dan is a recognized expert in the areas of qualified small business stock (QSBS) and the employee retention credit (ERC), and he co-leads Withum’s ERC Group. He keeps a pulse on federal income tax matters and upcoming legislation, and not only is he a thought leader within the Firm, but he is also an adjunct tax professor at Georgetown University Law Center and a frequent contributor to Forbes, writing on all things tax and sharing best practices for minimizing taxes for businesses and HNW individuals.

Let’s get started with a conversation today.

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Give Back

As an adjunct tax professor at Georgetown University Law Center and an approved arbitrator for FINRA, Dan has an affinity for sharing his knowledge with others. He is a frequent speaker on webinars and at external tax conferences, and he writes for tax publications like the Daily Tax Report and Tax Notes Today. Previously, Dan served as the Chair of the Banking & Savings Institutions Tax Committee of the American Bar Association’s Tax Section.

Work Hard/Play Hard

Outside of the office, Dan’s hobbies include pickleball, tennis, and swimming, and most importantly, spending time with family.

Latest Thinking

Businessman holding compass navigating the economy.
Navigating ERC Tax Audits and Investigations

Withum and Kostelanetz LLP collaborate to break down ERC tax audits. The employee retention credit (ERC) has exploded in recent years and the IRS has started cracking down on improper […]

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internal revenue service
IRS Releases Long-Awaited ERC Voluntary Settlement Program

On December 21, 2023, the IRS released details about its second settlement initiative relating to the employee retention credit (ERC). See IR-2023-247, Announcement 2024-3, general information, and FAQs. The IRS […]

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erc application on computer screen with rejected stamp
IRS Rejects More Than 20,000 ERC Claims

The Internal Revenue Service (IRS) is continuing its crack down on dubious claims for the employee retention credit (ERC), a refundable tax credit for certain businesses that paid employees during […]

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