Daniel focuses on business and tax law issues, and his diverse practice addresses state and federal income tax, international tax, mergers and acquisitions, new market tax credit (NMTC) financing, and state sales tax concerns. Clients value Daniel’s advice regarding business transactions, including his strategic counsel in regard to organizing and forming tax-exempt business entities, such as 501(c)(3) and other non-profit organizations.
A certified public accountant (CPA), Daniel also advises clients on federal and multi-state income tax compliance, tax-exempt entity compliance, and insurance compliance matters, such as insurance company formation and regulation. Through his knowledge and partnership with Wisconsin insurance companies, Daniel has established a working relationship with the Wisconsin Office of the Commission of Insurance.