Structural & Transactional Strategy

Dan’s clients benefit from him having more than two decades of experience solving complex tax issues in residential and commercial real estate, mergers and acquisitions, and transaction structuring. 

He focuses his practice on real estate, technology, and government contracting. Dan also has extensive experience in the taxation of Real Estate Investment Trusts (REITs), debt instruments, and tax accounting methods. 

Prior to joining Saggar & Rosenberg, Dan worked in the national tax office of a large national public accounting firm. He works with clients on tax matters concerning partnership formations and liquidations, partnership mergers and divisions, and REIT tax compliance and liquidation plans. He has also assisted clients with purchases and sales of partnership interests, tax-free exchanges of real estate, and individual tax planning with respect to partnership activities. 

Dan received his Bachelor of Science in Accounting from Towson University and his Master of Science in Taxation from the University of Baltimore.  He is also a member of the AICPA and MACPA.

Dan is a voracious reader, which helps him maintain the technical knowledge required to remain an expert in his field despite the never-ending changes in tax law. When he’s not assisting clients on tax matters, Dan is an avid reader of subjects as wide ranging as history, biographies, psychology, and philosophy. Dan also enjoys spending time with his wife and two young children.