Daniel Seligman, Cpa Email & Phone Number

Indianapolis, Indiana Area

• Prepare and review tax returns for high net worth clients, large complex trusts, S Corporations, C Corporations, private family foundations and small and mid-size partnerships.• Prepare personal financial statements and net worth analysis for high net worth clients and their family offices.• Review monthly financial statements and prepare the annual budget for a semi-professional sports team.• Review monthly financial statements for a private family foundation with assets of over $50 million.• Manage and mentor associates.• Develop and manage client relationships.

Indianapolis, Indiana Area

• Prepared tax returns for high net worth clients, large complex trusts, S Corporations, C Corporations, private family foundations and small and mid-size partnerships.• Prepared monthly bank reconciliations for high net worth clients and their privately held companies.• Performed bookkeeping duties for a company owning 10 rental properties.

Zionsville, In

• Performed research and analysis of publicly traded securities for investment consideration by the firm’s clients.• Prepared financial performance reports for client meetings.