Shareholder Knowledge that helps you save taxes Experience Before joining Steinberg Advisors in 2002, Dan was a partner at a leading Chicago-based accounting and consulting firm. His 30-plus years of experience in tax, estate and retirement planning include two years at a large national accounting firm, as well as several years at a local Chicago firm. At Steinberg Advisors, Dan leads the firm's tax practice and provides tax and estate planning services to business owners and other high net worth individuals. He also writes often on tax topics for nationally distributed publications. Expertise Dan is exceptionally adept at tying together income tax planning with estate tax and personal financial planning for the owners of S corporations, LLCs and other flow-through entities. He is also highly skilled in advising clients about asset protection and wealth transfer strategies, as well as in assisting them with personal financial planning. Approach For Dan, the essence of good client service is watching over everything that's going on in a client's personal, business and financial situation to see what changes may be necessary in a tax or estate plan to keep things moving toward the client's objectives. To this end, he takes time to learn what the client wants and the extent to which the person prefers to be involved in developing tax and financial plans. He then draws on his extensive knowledge of tax laws and strategies to custom-tailor plans to the client's unique situation, and talks with them regularly afterwards to make sure things stay on track. Involvements
Education
Other interests
|
|
