Home / Professionals / R. Daniel Fales, CPA, JD

Dan Fales applies his knowledgeable insight to every stage of a portfolio company’s private equity life cycle, from acquisition through the company’s ultimate disposition. A veteran of working with private equity funds and transaction services, Dan is practiced in a variety of transactions including initial acquisitions by funds; expansion acquisitions of the initial portfolio company; tax restructurings; debt, venture capital, and private equity financings; and mergers and acquisitions. Dan advises clients on structuring acquisitions, developing management compensation programs, and providing tax-efficient structures for an ultimate liquidity event. He regularly helps clients implement tax restructuring to maximize after-tax results. Dan’s work with international companies has offered him familiarity with restructurings on a global level. He has significant international experience, from assisting with foreign operations to minimizing the organizations overall tax exposure, and reducing entity organizational risk. Dan combines cross-border transaction experience with local tax knowledge to assist clients with intricate international tax rules. An attorney as well as CPA, Dan brings experience of both the legal and accounting worlds to private equity services.

Certifications & Licensure

CPA – State of Ohio Federal District Court, Southern District of Ohio US Tax Court

Professional Affiliations

Ohio Society of Certified Public Accountants American Institute of Certified Public Accountants American Bar Association, and Ohio Bar Association

Education

BS, Accounting & Business Administration, Washington & Lee University JD, University of Dayton School of Law

Articles

From R. Daniel

Article

6 Min Read

Q3 2019 Middle Market M&A Update

Article

2 Min Read

Business year-end tax planning in a TCJA world

Article

10 Min Read

IRS issues final QBI real estate safe harbor rules

Article

2 Min Read

Q2 2019 Middle Market M&A Update

Article

5 Min Read

Q4 2018 Middle Market Mergers and Acquisitions Update

Article

12 Min Read

IRS provides QBI deduction guidance in the nick of time

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