Daniel Lutz, CPA, MPA, is a tax partner with nearly 15 years of experience advising private companies and high net worth families on tax strategies and helping them to make sound financial decisions. Dan provides tax compliance, planning, consulting, and related wealth management services to support individuals, closely held businesses, and tax-exempt organizations. He also has expertise in trust and gift taxation.
Outside of work, Dan enjoys staying active and rooting for his favorite sports teams (Go Pack Go!). He currently resides in Libertyville, Illinois with his wife and three children.
Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Illinois CPA Society
Education
- Bachelor of Business Administration, Accounting, University of Wisconsin-Whitewater
- Master of Professional Accountancy, University of Wisconsin-Whitewater
- Certified Public Accountant (CPA)
