Partners, principals and associates

Wolf_Daniel Lincolnshire

100 Tri-State International
Lincolnshire, IL 60069

Tel:

847.509.7337


Email: dwolf@wipfli.com

Daniel A. Wolf, CPA, PFS, JD

Partner

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. 

Certifications
  • 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

Services

Tax

Areas of Focus

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

Education

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