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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
J.D. University of Iowa College of Law B.B.A. Accounting, University of Iowa College of Business
Dan is a CPA and attorney with over sixteen years of state and local tax (SALT) experience in public accounting. He helps companies improve their bottom line and reduce risk through effective management of SALT matters. He works extensively in multiple areas of multistate tax planning, compliance, and controversy issues, regarding both corporate income and sales/use taxes. Specialties: Sales tax consulting, pass-through entity taxation, nexus analysis and voluntary disclosure agreements, audit defense and tax appeals, mergers and acquisitions, entity and transactional structuring, state income tax return reviews, state tax implications of international transactions, and ASC 740 (FAS 109) and ASC 740-10 (FIN 48) assistance.
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In the community
Minnesota Society of CPAs Minnesota State Bar Association, Tax Section