Dan Wright

CPA, Macc | Shareholder

About

With a wide-ranging and highly curious intellect, it comes as no surprise that Dan’s passion is learning.

Dan’s passion is learning and creative expression. Since he was young, Dan has been devoted to enhancing his personal education. He is a big fan of YouTube and Audible. Dan also enjoys exercise, including daily morning run/walks with his dogs, riding his bike, and weight training.

Dan’s professional passion is consistently providing excellent client service. His upbeat, responsive approach and his listening skills endear him to clients and colleagues alike. He has extensive technical experience and enjoys tackling complex tax issues.

Dan’s primary focus is early stage technology ventures, and micro funds that invest in technology. His clients include software developers, online service providers, SaaS platform developers, game studios, private equity funds, and life sciences ventures. Over the past 20 years, he has provided tax solutions to hundreds of emerging companies and technology start-ups.

Dan co-leads Clark Nuber’s Technology and Game Studio Team. His clients rely on this team of technical specialists for assistance with business entity/structure selection, equity compensation planning, preparing for and executing exit event transactions, state tax nexus studies, international business structuring, claiming federal research credits, tax provisions, and state and federal tax return preparation services.

Practice Emphasis

  • Choice of entity considerations for early stage startups
  • Strategic structuring for fund raising transactions
  • Preparing for and executing an exit event
  • Federal research credits
  • Tax provision support services
  • Equity compensation plan review and plan operation (including stock options and profit interest grant structuring)
  • Net Operating Loss Limitation studies
  • Debt restructure transactions
  • Qualified Small Business Stock (Section 1202) planning
  • Qualified Business Income Deduction (Section 199) planning

Proven Results

  • Assisted over 400 start-up companies with structuring and/or exit events, equity compensation planning, and tax compliance.
  • Successfully managed client tax audits, including negotiation of reduced assessments.
  • Served as an expert witness in U.S. Tax Court matters.
  • Assisted with hundreds of federal research credit claims.
  • Frequent speaker/panelist/instructor on federal tax matters for startups and pass-through entities.

Education

  • Brigham Young University, B.S., Double Major: Business Finance/Accounting
  • Brigham Young University, Masters in Accounting, with an emphasis on taxation

Activities

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

Resources

End Game

My Life by the Numbers

1

Extraordinary life partner (Bea)

4

Post-college children

20

Instruments

12

Half marathons completed

60+

Shakespeare performances (as an audience member)