Find out if there are any smart moves you can make before January 1st to reduce your tax bill.
Daniel D. Olson brings over 30 years of professional and personal experience to the financial planning process for both individuals and small organizations. His goal is to help clients develop their own plan for financial security no matter what life stage they are in.
Dan is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Registered Tax Return Preparer. He earned an MBA from Columbia University and a BA in Economics from the University of Wisconsin. He completed advanced courses in taxation at St John’s University where he earned a Professional Certificate in Taxation.
Dan is active in his community with a long time leadership commitment to the Boy Scouts. He is the Treasurer of his church and Chairman of its Endowment Committee. He is also President of Musica Reginae Productions, which produces classical and jazz concerts. In his spare time he sings and plays in several musical groups, paddles on Jamaica Bay and is always ready for a tennis game.
Presented by the Financial Planning Association of New York.
Seating is on a first come, first seated basis unless otherwise noted.