Dan Cassidy

CPA | Principal

About

A principal in Clark Nuber’s tax practice, Dan loves a challenge.

He is particularly well-known for his expertise in the international arena, including tax planning, investment, and intellectual property issues. “The more complicated it is, the more I like it. I used to read tax codes for fun,” he reports. His hard work pays off for clients whether they are buying a business, seeking international investment, or expanding across borders. Prior to joining Clark Nuber, Dan worked in the U.S. International Tax Group at Deloitte & Touche in Calgary, Alberta.

Practice Emphasis

  • Structuring for inbound and outbound international business expansion and investment
  • Domestic and international tax planning and compliance for corporations and pass-through entities
  • Consulting on domestic and international acquisitions and divestitures
  • Planning with respect to the development and utilization of intellectual property

Proven Results

  • Advised several technology and engineering companies with respect to structuring their international expansions and developing strategies for minimizing the tax consequences of utilizing intellectual property across boarders.
  • Developed equity compensation arrangements for corporations and LLCs using options and profits interests.
  • Assisted clients in developing strategies and accounting systems designed to maximize the benefit of the research tax credit.
  • Advised foreign corporations with respect to structuring U.S. operations.

Education

  • State University of New York at Buffalo, M.A., Economics
  • State University of New York at Buffalo, B.S., Accounting

Activities

  • Washington Society of Certified Public Accountants
  • American Institute of Certified Public Accountants

My Life by the Numbers

1

Cat and 200 pounds of dogs

1

Daughter, age 2 and a huge Mariners fan

30

International house guests hosted as part of a State Department program

1987

The year he met wife Heidi at Daytona Beach Spring Break

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