Daniel K. Pastron, CPA, CGMA
Partner, Wipfli Advisory LLC
- Location
- Chicago, IL
- Contact
- +1 312 205 0917
- dpastron@wipfli.com
Dan Pastron is a partner in Wipfli’s tax and small business services groups. He has practiced public accounting for more than 30 years, working almost exclusively with closely held businesses and their owners. Dan has truly become one of his clients’ most trusted advisors, with experience in audit, accounting, management advisory services, and taxation. He believes that clients require a flexible approach to business matters but an inflexible approach to quality of service. Clients appreciate his ability to provide the personal and continued attention to understand and best serve their needs.
- Tax services for individuals, partnerships, corporations, and trusts
- Management advisory services
- Accounting software selection, implementation, and upgrades
- Insurance
- Certified Public Accountant
- Chartered Global Management Accountant
- Insurance Producer – Life and Disability
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member
- Served on several boards in the Chicago area
- Bachelor of business administration degree in accounting
Latest case studies, resources, and insights
PODCAST | FINANCIAL SERVICES
Bank on Wipfli podcast: Programmable money and the future of banking
Learn how programmable money and stablecoins are reshaping banking. Hear practical strategies for compliance, payments and digital asset adoption in this Bank on Wipfli podcast.
PODCAST | TRANSACTION ADVISORY SERVICES
Bank on Wipfli podcast: How to reduce your tax burden when selling an RIA firm
Selling an RIA firm? Learn how to structure your firm to reduce your tax burden and walk away with more cash after the sale.
WEBINAR | PRIVATE CLIENT SERVICES
Advanced estate planning: Trusts and family limited partnership strategies
This webinar explores how trusts and advanced estate planning strategies — including trusts and family limited partnerships — can help high-net-worth individuals secure wealth, reduce tax exposure and transfer assets efficiently.
