Dan Ahern is a director in the Private Client Services practice at Andersen. He has over nine years of experience working with corporate executives, owners and operators of hedge funds and private equity, family offices, and business founders and professionals.

Dan's service specializations include:

  • Family wealth planning, including consulting with trusts & estates and wealth transfers and creating family entity structures and charitable giving
  • Planning with clients that own Qualified Small Business Stock
  • Advising sellers
  • Tax consulting and compliance with equity compensation

As an Enrolled Agent licensed by Internal Revenue Service, Dan is authorized to represent taxpayers before all administrative levels of IRS, including revenue agent examinations, appeals, and collection matters.

Locally, Dan is involved with Andersen's Learning and Development Team, mentoring and recruiting. He is also a member of the firm's Private Equity Committee.

Location

Location   New York, NY, United States

Education

  • Boston College, BA (Economics and Political Science)