Dan began his career in public accounting as a tax intern with a regional firm in 2006. He has since developed a broad knowledge of tax, business, accounting and financial planning issues becoming a shareholder of the firm in 2020. In addition to his role as a shareholder, Dan serves on the firm’s Executive Committee, which is responsible for managing the affairs of the firm.
Since joining D&S in 2013, Dan has exhibited an intellectual curiosity that enables him to build client relationships and manage diverse teams. Through collaboration with investment advisors, attorneys and financial planners, Dan provides comprehensive tax planning, compliance and consulting services. Though well versed in various areas, Dan focuses on high-net-worth individuals, their families, and their enterprises including the taxation of trusts and pass-through entities.
In some recent engagements, Dan has assisted closely held business owners prepare their business for sale including working closely with the business brokers and attorneys from the initial negotiation phase through to the eventual closing.
Dan holds a bachelor’s degree in business administration, with a concentration in accounting & finance, from Drexel University. He holds a Master of Taxation degree from the Villanova Law School Graduate Tax Program, where he was awarded the Bartley Medallion in recognition of outstanding achievement in the discipline. It is the school’s highest honor bestowed on a graduating student.
Dan is an active member of the American and Pennsylvania Institutes of Certified Public Accountants as well as the New Jersey Society of Certified Public Accountants. He is licensed to practice in both Pennsylvania and New Jersey. Dan is also an active member of the Estate and Financial Planning Council of Southern New Jersey and the Chamber of Commerce of Southern New Jersey.
Born and raised in Philadelphia, Dan now resides in Cinnaminson, NJ, with his wife, Daniella, and their two children. He is an active member of the Riverton Country Club and volunteers for the Cinnaminson Soccer Club. Dan enjoys traveling with his family, playing soccer and golf.
WEBINARS & PODCASTS:
Greater Scranton Chamber of Commerce - "Paycheck Protection Program: What to Expect During the Next Eight Weeks" - May 12, 2020
PPP Loan Forgiveness: How SBA FAQ 46 Affects Safe Harbor Amid Deadline Panic - Philadelphia Business Journal, May 13, 2020
CPAs Mobilize to Save Small Clients, Protect Their Firms - Bloomberg Tax, April 10, 2020
Forgive Me: How to Legally Borrow CARES Act Money and Not Pay It Back - DigBoston.com, April 10, 2020
NJ CPAs Recommend These Tax Moves Before the End of 2017 - NJ Business & Industry Association, December 27, 2017