A New England native, Dan Paci provides numerous services in areas of federal, state and local taxation, and services in all major tax areas with emphasis on taxation as it impacts corporations, partnerships, limited liability companies, pension and profit sharing plans, trusts, gift and estate planning, business planning and entity selection issues. He provides transactional advice to corporations, trusts and individuals including mergers, acquisitions, real property transactions, tax-free exchanges and other tax deferral opportunities, many of which involve unique and novel tax issues. He represents clients in contested tax matters at all levels of the Internal Revenue Service and state and local tax authorities. Dan possesses the experience and sophistication necessary to serve as trusted counsel to all sizes and types of businesses.

EDUCATION:

Boston University School of Law, LL.M. (Taxation), 1979
New York University School of Law, J.D., 1973
Massachusetts Institute of Technology, B.S., 1970

CERTIFICATIONS/SPECIALITIES:

Certified Financial Planner, 1991
Personal Finance Specialist, 1991
Chartered Financial Consultant, 1989
Certified Public Accountant, 1985

BAR ADMISSIONS:

U.S. Tax Court
Pennsylvania
Massachusetts

PROFESSIONAL ASSOCIATIONS:

Bucks County Estate Planning Council, member
Pennsylvania Bar Association, member
Bucks County Bar Association, member

COMMUNITY PRO BONO ACTIVITIES:

Hilltown Township Civic Association, Treasurer
Hilltown Township Historical Society, Treasurer
Deep Run Valley Sports Association, Solicitor