Dan has several years of tax experience with small to medium sized business and high net worth individuals. He enjoys explaining the complex in a simple, understandable way. In addition, helping clients achieve their goals is important to him.

Specializations:
Representation before the IRS
Multistate Taxation
Estate and Gift Tax

Year Joined Nathan Wechsler & Company:
2020

Certifications:
Certified Public Accountant (CPA)
Juris Doctor (JD)

Graduate Degrees:
Juris Doctor, Massachusetts School of Law
Master of Science in Taxation, Bentley University

Undergraduate Degree:
Bachelor of Science in Accounting, Canisius College

Community service:
Jewish Family Service Worcester MA- Former Vice President and Treasurer
Temple Sinai Worcester MA- Former Treasurer
American Red Cross Blood Donor

Professional affiliations:
Massachusetts Society of Certified Public Accountants

Experience:
CPA Tax Manager for several years

Publications and Presentations:
Bentley University
Massachusetts Association of Public Accountants

Hobbies, interests and fun stuff:
Dan enjoys playing golf and investing in the stock market. When not at work, he may be at his pool with the family or traveling with his fiancée Diane. Dan loves being a dad.