Dan seamlessly merges business and legal acumen to aid his clients with tax planning, business issues and federal tax disputes. He also consults with legal and accounting professionals on federal tax matters and IRS practices. After establishing a successful law career in Dallas, Dan moved to Washington, D.C., when he was appointed Special Assistant to the IRS Assistant Chief Counsel (Passthroughs & Special Industries). He assisted with rulemaking and policy decisions affecting passthrough entity tax issues and estate and gift tax issues by drafting and reviewing proposed regulations, revenue rulings, private letter rulings and IRS Chief Counsel notices. Since returning to Dallas in 1997, he has advised clients on a full array of tax planning and business transactions.
Recognized for his deft, comprehensive knowledge of LLCs, limited partnerships, S corporations and other business entities, Dan advises clients with federal tax issues and structuring challenges commonly faced by closely held businesses, private equity firms, investors and startups. His experience lends itself to a wide variety of businesses and industries, including technology companies, real estate developers and investors, wholesale and retail outlets, logistics companies, service providers, professionals, private equity investors and family offices, to name just a few. Dan has taught classes as an Adjunct Professor at Georgetown Law’s Graduate Tax Law Program, SMU Law School and Baylor Law School. He speaks frequently before legal, accounting and tax professionals.