Biography

Dan has over 25 years of experience in tax planning, trusts, compliance, and consulting services for high net worth individuals, and start-up and middle-market business entities. His business clients comprise professional services firms, real estate partnerships, law firms, investment management companies, manufacturing and retail firms, restaurants, and medical practices. His individual clients include executives, attorneys, and business owners. Dan offers stock option planning, and he has represented individuals and businesses before the Internal Revenue Service and Franchise Tax Board. Prior to joining the Firm, Dan was of the firm OUM, which joined with Withum in July 2021.

Dan is a frequent presenter on energy tax credits, current tax law changes for individuals and estates, and tax implications of stock options for employees.

When Dan is not in the office he enjoys reading fiction and nonfiction books, hiking, running and performing charitable work. Dan also enjoys spending time with his family and yellow Labrador in the East Bay.

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