Dan represents clients in federal and state tax disputes as well as tax and business planning. He also counsels high net-worth individuals in estate planning and wealth preservation. In a typical week, Dan will work with clients on tax matters regarding the acquisition or sale of their businesses, entity planning for a real estate private equity investment or fund, complex like-kind exchanges, cross border business transactions, and creating charitable organizations. Utilizing his experience in tax controversies, Dan also represents clients in high-stakes federal and state audits, IRS Appeals and in court or state administrative proceedings.
With a legal career spanning more than 35 years in Dallas and Washington, D.C., Dan has gained recognition from his peers in tax and business aspects of pass-through entities, such as limited liability companies and limited partnerships. Dan has testified as an expert witness in matters involving pass-through taxation and IRS practice. Dan also represents clients in Texas tax planning and controversies. For more than a decade Dan worked in Washington, D.C., first as a Special Assistant in the Office of the IRS Chief Counsel, and then as Director of IRS Practice for a “Big 4” accounting firm in their National Tax Office. His years in Washington working in government and private practice give Dan a unique perspective on the inner workings of the IRS that honed his ability to represent clients in tax planning matters and controversies with the IRS.
Dan teaches business and tax law at the Southern Methodist University Dedman School of Law. While in Washington, Dan taught IRS Practice and Procedure in the Graduate Tax Law Program at Georgetown University’s Law Center. He also speaks regularly before legal and accounting professionals.