Daniel A. Wolf, CPA, PFS, JD
Dan Wolf is a partner in the firm’s tax practice primarily focused on serving high net worth individuals. An attorney, Certified Public Accountant, and a Personal Financial Specialist, he leverages his vast knowledge and experience in taxation to assist clients in preserving their wealth. Dan is highly experienced in estate, gift and trust planning. Clients appreciate his ability to communicate planning opportunities effectively while helping them achieve their financial goals.
Professional Memberships and Activities
- Certified Public Accountant
- Personal Financial Specialist
- Juris Doctor
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member