Dan joined the firm in 1997 and became a partner in 2016. He has taken an active role in estate and trust planning, estate administration, IRS conflict resolution, and tax planning and compliance for individuals and closely-held businesses. Dan started his career in Boston practicing accounting in both public and private industry. Dan and his wife Alicia are the proud parents of three children.
Education:
- Bachelor of Science, Accounting, 1992
Central Connecticut State University
- Master of Science, Taxation, 1997
Suffolk University
Certifications:
- Certified Public Accountant, licensed in Connecticut and Massachusetts
Professional & Civic Affiliations:
- American Institute of Certified Public Accountants
- Connecticut Society of Certified Public Accountants