Dan is the founding member of K2 Tax Group, co founder of K2 Wealth Management , and the founder of the Utah Chapter of CEPAs. He holds a masters degree in taxation an is an Enrolled Agent qualified to represent tax payers before the IRS in all fifty states. He is the only CEPA® with the additional credentials of MTax, 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. He is the author of "Escaping the Tax Trap". Dan lives in South Carolina with his wife Darlene of 38 years surrounded by their grandchildren, the beach and amazing golf courses.
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