Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.


100 Tri-State International
Lincolnshire, IL 60069

Tel: 847.509.7337



Areas of Focus

  • Tax law
  • Tax planning and strategy for high net worth individuals
  • Estate, gift, and trust planning


Case Western Reserve University
  • Bachelor of science degree in accounting
University of Illinois Law School
  • Juris Doctorate

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. 

  • Certified Public Accountant
  • Personal Financial Specialist
  • Juris Doctor
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member