Dan Slattery, CPA, PFS, is Senior Advisor for 1900 Wealth. He is responsible for counseling high-net-worth individuals and families with a particular emphasis on tax planning including estate, gift and income tax planning. Dan’s experience includes multi-generation wealth transfer techniques and planning for events that may happen only infrequently in our clients’ lives. Prior to joining 1900 Wealth, Dan worked at the global accounting firm, KPMG, for a span of 27 years. He was also a founder of Slattery Perkins Ramirez PC, where he served as a Certified Public Accountant and tax partner. Dan’s experience includes counseling owners and executives of closely held businesses. Dan earned a B