Dan is the founding member of K2 Business Group and the founder of the Utah Chapter of CEPAs. He is an Enrolled Agent qualified to represent tax payers before the IRS in all fifty states. He is the only CEPA® in Utah with the additional credentials of EA, ChFC®, CLU® and RICP®. He specializes in tax stratetgies for business owners and business succession. He assists business owners transition from business income to safe, predictable, lifetime income with a key emphasis on minimizing current and future taxes. As a financial advisor, he also provides insights on investments and investment strategy.
DISCLOSURE: Information contained herein should not be construed as tax or legal advice and is for informational and educational purposes only. Neither K2 Business Group nor its representatives provide tax, legal or financial advice unless specifically qualified and duly licensed. Consult a qualified professional for tax advice. Consult an attorney for legal advice. Research the specific licenses and qualifications of any professional. Nothing contained in this website rises to the level of a representation. Nothing in this material is intended or written to be used for the purpose of (1) avoiding penalties under the internal revenue code or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein. This website may contain numeric, graphic, or narrative presentations that are theoretical in nature and provided for educational and exploratory purposes. Only third parties provide non-theoretical presentations and representations. Please research the professional qualifications and licenses of each representative. Representatives may receive commissions from life insurance companies if life insurance products are implemented as part of an overall strategy. © copyright 2022 True Wealth, LLC and K2 Business Group.
