Dan Brady, CPA
Dan is a Certified Public Accountant, licensed in the state of Pennsylvania. His tax experience is primarily derived from working with high-net worth investors, trustees, business owners, and executives located in the Philadelphia Tri-State area.
Dan has an MBA in Finance from St. Joseph’s University and over 15 years of experience in tax, estate, and business matters.
AREAS OF EXPERTISE
- Tax-Efficient Investment Planning
- Multi-State Tax Filing
- Executive Compensation, including Incentive Stock Options (ISOs) and Deferred Compensation Plans
- Investment Real Estate Strategies
- Gifting Strategies
- Inheritance Planning
- Estate Settlements
- S-Corporations
- Partnerships
- Mergers & Acquisitions
Berwyn, PA