Dan Karnatz

Senior Manager, CPA, CVA

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.

Expertise

• Estate & Trust Planning
• Business Valuations and Transition/Succession Planning
• Tax Planning and Preparation
• Accounting Advisory Services

Education

• B.S., Business Administration (double major in Finance and Economics), Valparaiso University

Certifications

• Certified Public Accountant
• Certified Valuation Analyst

Professional and Civic Involvement

• Member American Institute of Certified Public Accountants
• Member Illinois CPA Society
• Member National Association of Certified Valuators & Analysts
• Member Trusted Advisors Council
• Member PrimeGlobal
• Member Greater North Shore Estate & Financial Planning Council

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For more information, please contact Dan Karnatz via email or call him at 847-956-1040.