High net worth individuals and families can count on Dan to provide sage advice gleaned over 40 years as an accountant, tax-planning professional, and partner with the global accounting company KPMG, as well as his own firm. His experience includes multi-generational wealth transfer techniques and planning for rare events.
Dan came to 1900 Wealth after three years on his own. He had spent a dozen before that as president of Slattery | Perkins, Certified Public Accountants where he was a CPA and tax partner.
Dan has worked closely with executives and owners of closely held businesses. Dan graduated with honors with a Bachelor of Business Administration in Accounting from the University of Texas, Austin and a Master of Professional Accounting, Tax from the University of Texas, San Antonio.
Experience & History
Senior Advisor, 1900 Wealth
President, Daniel M. Slattery, CPA, PC
President, Slatttery | Perkins, Certified Public Accountants
Partner, KPMG
