Who We Are

Dan Larson CPA, CFP®

Director of Tax Planning

Dan graduated Magna Cum Laude with Honors from Miami University in 2005 with a degree in Accounting. Before joining Wealthquest, Dan was a tax manager with PricewaterhouseCoopers in Cincinnati in their International Assignment Services group. His time at PwC was spent assisting expatriates with their global individual income tax and payroll needs and was highlighted by his own short term assignment to Singapore.

Dan lives in Madeira with his wife and their four delightful children. He loves raising his family in Cincinnati, and in his free time enjoys reading, playing basketball, and serving on the leadership team of his local church.

Adoption, Children’s Ministry



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000