Dan Newman, CPA
Dan has been with the firm for eight years. He began his ORBA career as a tax season intern preparing individual, corporate, partnership and trust tax returns. After completing the internship, Dan stayed with the firm for the duration of the year as part of the proofreading department. Dan was responsible for analyzing financial statements and disclosures as part of the quality control review process. In January 2009, he joined the Accounting and Audit services team full-time where he performed audits, reviews and compilations for clients in both not-for-profit and for-profit industries. Dan remained in the A&A area until he transitioned to ORBA’s Tax Department in July 2016. His efforts are now directed towards tax compliance and strategic planning to maximize beneficial outcomes for his clients. Dan works on individuals, partnerships, closely-held corporations and trusts/estates. He is proficient in several industries including manufacturing, real estate, service businesses and high-net-worth individual wealth management.
Dan finds ways to provide value to clients through education and training. By staying on top of industry standards and evolving tax law, Dan is able to provide comprehensive advice, as well as an efficient, competent and thorough work product for his clients. He is always available to answer questions, review strategies and provide consultations to meet client needs.
Outside of the Office
Dan enjoys taking a systematic and investigative approach to most of his tasks. While this serves him well in the accountant role, it also applies to his two favorite hobbies, golf and horse racing. Dan tries to make time to get to the golf course and racetrack as often as possible to improve on his skills.
Seminars & Events
- Young Professionals: How to Take Control of Your Financial Future, ORBA, Chicago, IL, June 23, 2016