Position
Tax Partner, Insurance Practice Group
Dan is the lead tax services partner for the Firm’s insurance clients and is responsible for the execution and delivery of tax consulting and compliance services.
Dan has significant expertise in taxation of traditional property & casualty insurance companies, life insurance companies, single parent captives, joint underwriting associations, mutual insurance companies, reciprocals, association and group captives, risk retention groups, and cell captives. Specific areas of concentration include: Federal & State tax compliance, Topic 740 financial statement reporting, and SSAP 10 financial statement reporting; Fin 48 compliance; captive insurance company structuring; private letter rulings; and corporate reorganizations. He proactively works with clients to understand their business, mission and goals to develop customized tax-planning strategies to suit each client’s needs.
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