Dan has extensive experience in the financial services sector, with a specific emphasis in insurance. Other areas of audit expertise include the manufacturing, mutual fund, and transportation industries.
Dan works closely with S-corporations and partnerships on tax planning and tax return filings, as well as with transaction structuring and exit planning. These services extend into transaction consulting, as he often guides clients in properly accounting for and recording transactions as part of their accounting processes.
Dan also provides informal business valuations, which includes calculations of value, to help clients gain some insight into what their business might be worth.
"Giving clients greater peace of mind is what we do - regardless of whether they're in the middle of exit planning or needing guidance on how to properly report a transaction for tax purposes."
Education
- Creighton University, BSBA
Professional Memberships
- American Institute of Certified Public Accountants (AICPA)
- Nebraska Society of Certified Public Accountants (NESCPA)
- CFA Society Nebraska
Community Stewardship
- Board Member, Creighton University Accounting Advisory Board
Financial Services & Banking
Proven Expertise Adapted to Your Needs
Hancock Dana gives financial services and banking clients immediate access to professionals who know their industry and can help them through any challenge or opportunity.