Industries
Overview
Daniel is senior in ORBA’s Tax Group. He is highly experienced in providing financial and tax planning services for a variety of clients including educators, venture capitalists and high-net-worth individuals. He has assisted clients achieve their financial goals by preparing financial statements, developing financial projections and managing investment accounts.
Daniel is also proficient with various types of accounting software and has implemented accounting systems for cash flow, AP/AR and payroll.
Industries
Overview
Daniel is senior in ORBA’s Tax Group. He is highly experienced in providing financial and tax planning services for a variety of clients including educators, venture capitalists and high-net-worth individuals. He has assisted clients achieve their financial goals by preparing financial statements, developing financial projections and managing investment accounts.
Daniel is also proficient with various types of accounting software and has implemented accounting systems for cash flow, AP/AR and payroll.
Proactive
Daniel’s experience providing specialized software support to investors and financial advisors allows him to understand the importance of ensuring all matters are handled with total accuracy and functionality.
Outside of the Office
Outside of the office, Daniel takes pleasure in outdoor activities, such as going to concerts and golfing. He also enjoys finding new recipes and cooking for his friends and family.
Education
- B.B.A., Finance, minor in Accounting, University of Texas at Austin
- M.S.T., with distinction, DePaul University
Blogs
Tax-Smart Strategies for Leaving Generation-Ranging Wealth
The generation-skipping transfer (GST) tax was designed to ensure that wealth is taxed at each generational level, and it is one of the most complex taxes in the tax code. So if you hope to leave wealth to grandchildren — even great-grandchildren and beyond — it is critical to consult with experienced estate planning advisors. […]
Newsletters
Wealth Management Group Newsletter – Summer 2023
ORBA’s Wealth Management Group’s Summer 2023 Newsletter discusses the advantages and requirements of qualifying under Section 1202 and the importance of financial planning as an unmarried couple.
News
ORBA Welcomes New Hires to Audit and Tax Groups
ORBA, one of Chicago’s largest public accounting firms, is pleased to welcome Joshua Cook, Michael Edwards, John Gerl, CPA, Daniel Konow, MST, Kelli Ono and Manal Shalabi, CPA, MST to the Audit and Tax Groups.
