Dan Dooge
Dan Dooge -
Director of Tax Services
Smith & Gesteland LLP
8383 Greenway Boulevard, Suite 400
Middleton, WI 53562
Phone:
(608) 828-3123
Fax:
(608) 836-7505 Introduction:
Smith & Gesteland, LLP is a certified public accounting firm and I am director of the tax department. Smith & Gesteland has been in business since 1948 and we provide tax and accounting services primarily to businesses, business owners, entrepreneurs, attorneys, bankers and other professional service providers.
Description of Services:
My practice focuses primarily on tax planning for businesses, business owners, high net worth individuals, trusts, and estates. My work with business clients includes handling organization and ownership issues, facilitating succession planning for family businesses and closely held entities, structuring tax advantaged purchases, sales, and exchanges of assets and tax planning to properly structure other business activities and transactions. My involvement with high net worth individual clients includes proactive tax planning, developing estate plans and gift tax strategies to minimize transfer taxes while protecting the assets and the beneficiaries, and helping clients make sure they are in compliance with all of their tax reporting responsibilities. Additionally, I serve an an expert witness in litigation and dispute resolution cases where I provide tax and financial analysis in connection with the case. I have been working in tax as a CPA/attorney for 24 years.
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Education:
B.B.A., M.B.A., M.S.T., and J.D. degrees, University of Wisconsin
Professional Affiliations:
Wisconsin State Bar
American Bar Association
American Institute of Certified Public Accountants
Wisconsin Institute of Certified Public Accountants
National Association of Tax Professionals