Dan is the founding member of K2 Tax Group, and head of tax strategy at K2 Tax Group and K2 Wealth Management , and the founder of the Utah Chapter of CEPAs. He holds a masters degree in taxation. 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.
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, K2 Tax Group, Two Tree Weatlh Management, DBA K2 Wealth Managment or their 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 2025 True Wealth, LLC, DBA K2 Business Group.
