Dan Hoffman, CPA

Director of Taxation

 

“Clients look to me as their trusted business adviser, and I take that role very seriously.”

 

 

Expertise

Technical support services such as planning and consulting, legal representation, and letters of advice, memorandums, and requests for rulings. Emphasis in accountants’ malpractice, business mergers, corporate divorce, IRS controversies, marital dissolutions, personnel compensation issues, tax shelters, and valuations.

Professional Associations and Leadership

American Institutes of Certified Public Accountants
California Society of Certified Public Accountants
CPA Associates International (CPAAI)
San Francisco Estate Planning Council

Education

St. Bonaventure University, in Bonaventure, New York, BA, Liberal Arts
Golden Gate University, San Francisco, MS, Taxation
Golden Gate University, San Francisco, MBA, Accounting

Dan Speaks Out!

Why are you passionate about your career choice?
I love meeting new people, and even more important I love helping people. Lucky for me, my career at Lautze & Lautze allows me to do both every day.

What makes Lautze & Lautze an exciting place to work?
When it comes to keeping current on the latest regulations and best practices, Lautze & Lautze always has its finger on the pulse. It keeps me fresh—and challenged.

Would you describe a “success story” related to client services?
I recently worked with some of my colleagues to help transfer a highly successful construction business to the next generation with minimal estate and gift tax costs by employing a creative mix of estate and gift planning strategies.

What are you up to when not at the firm helping clients?
I enjoy bird watching, mountain climbing, and participating in Century Bicycle rides including the ‘Death Ride’. I also enjoy reading a good book—and always look forward to meeting clients who share my love of literature.