Dan is a Senior Manager at Porte Brown who operates out of the firm’s Elk Grove Village office. He is in charge of the Estate and Trust department and also a member of the Valuation and Transition Planning practice. Dan has experience providing accounting, consulting, and income tax services for closely-held businesses.
Dan leads the Estate & Trust practice where he assists clients and attorneys with estate and gift tax planning and the related tax preparation. Dan also provides business valuation services for various wholesaling firms, storage/moving companies, architects, manufacturing firms, equipment renters, retailers, and construction firms.
Dan enjoys his role as a CPA because it allows him the opportunity to assist small businesses, organizations, and individuals. He believes it is very important for his clients to have a professional who will offer guidance and advice that will lead to their financial success.
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