If your business has accepted Visa and Mastercard payments between January 1, 2004, and January 25, ...
Read more
- Services
- Accounting
- Advisory
- Financial
- M&A
- Talent
- Tech
- Accounting Services
News & Insights
.jpg?width=300&height=175&name=Mega%20Menu%20Image%20(1).jpg)
Guide
Financial Access Checklist
Share this information with your spouse to assure you each have access to manage important financial tasks independently.
- Advisory Services
Resources
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(2)%20(1).jpg)
Recording
The Art of Budgeting + Smart Saving Strategies
Learn how to get your finances under control and increase your savings! Hear real-life examples and best practices to secure a successful future.
Business Insights
%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg?width=300&height=175&name=Untitled%20design%20(6)%20(1)-Mar-08-2024-09-27-14-7268-PM.jpg)
Blog
Comparing Business Valuation Methods: Which is Right for You?
Valuation experts rely on three primary approaches to determine the value of a business: income approach, asset approach, and market approach.
- Financial Services
NEWS & INSIGHTS
Market Commentary
Financial Market Updates
Want to receive financial market updates straight to your inbox? Sign up below!
- M&A Services
Resources
%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg?width=300&height=175&name=Untitled%20design%20(3)%20(1)-Mar-08-2024-09-11-30-0067-PM.jpg)
Blog
Factors to Consider When Selling a C Corporation
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
Business Insights
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(3)%20(1).jpg)
Guide
Post-Acquisition Checklist for a Seamless Transition
To help you navigate this critical period, we've compiled a comprehensive checklist covering key areas that demand attention after the deal closes.
- Talent Services
News & Insights
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(4)%20(1).jpg)
Blog
Unconscious Bias in Recruitment: How to Overcome It
Learn how to take the bias out of recruitment and build a diverse, talented workforce with these tips.
- Tech Services
Resources
%20(1).jpg?width=300&height=175&name=Mega%20Menu%20Image%20(5)%20(1).jpg)
Blog
How to Know When It's Time to Partner with an IT Pro
One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.
Business Insights
-Mar-08-2024-08-50-35-9527-PM.png?width=300&height=175&name=Untitled%20design%20(1)-Mar-08-2024-08-50-35-9527-PM.png)
Video
Pella Client Testimonial
"I've used them for valuation work, stock transfers, hosting all of my technology, and now data analytics. I'd say they lead the pack in terms of anticipating what I'm going to need before I even know I need it."
Business Insights
BLOG
Explore Topics
Get the latest news and insights on relevant topics that matter most to you.
Webinars & Events
Events
Register Today
Register for an upcoming event or access our library of on-demand recordings.
Financial Market
.jpg)
COMMENTARY
Stay Informed
Catch up on market moves with our weekly update, featuring in-depth insights and analysis.
Resources
EBOOKS & GUIDES
Download Now
Take a deep dive into challenging business topics with these free educational resources.
- News & Insights
- Input, Learner, Intellect, Context, Achiever
Daniel Sweeney
Tax Director
Dan Sweeney, Tax Director, began his career in 2016. With both a JD and Tax LLM degree, he has built comprehensive expertise while leading the firm's specialty tax offering.
Leveraging his extensive technical knowledge, Dan specializes in nonprofit, estate, and international tax matters. He excels at translating intricate tax rules into practical applications, ensuring compliance across various sectors. His consultative approach, attention to detail, and ability to find actionable solutions help clients confidently navigate complex regulations.
At Lutz, Dan's passion for learning and thorough research skills have made him a go-to expert in the firm. His intellectual approach to problem solving and deep understanding of tax law continues to elevate the firm's tax practice.
Dan lives in Omaha, NE, with his wife Jillian and son Mark. Outside the office, he can be found reading up on ancient history and taking walks in nature with his wife.
Areas of Focus
- Tax Consulting & Compliance
- Estate & Trust Planning
- International Tax
- Tax Research
- Family Office Services
- Industry Specialty:
- Nonprofit
- Agribusiness
Affiliations & Credentials
- Nebraska State Bar Association, Member
- Nebraska State Bar - Tax Section
- Nebraska State Bar - Agricultural Section
Community Service
- Hastings College, Past Adjunct Professor of Federal Income Tax
Educational Background
- BA in Political Science, American University, Washington, D.C.
- JD, University of Nebraska Lincoln College of Law, Lincoln, NE
- LLM Tax, Northwestern Pritzker School of Law, Chicago, IL
Thought Leadership
Accounting
Visa & Mastercard Class Action Settlement: Refund...
Accounting
Understanding the Foreign Earned Income Exclusion
In today's globalized world, many Americans are living and working abroad. However, the US tax ...
Read more
Accounting
Supreme Court Strikes Down Biden's Student Loan...
In a significant decision with far-reaching implications, the Supreme Court recently struck down ...
Read more
