WTAS Promotes Private Client Services Practice Director in Los Angeles

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Jan 03, 2012, 08:06 ET

LOS ANGELES, Jan. 3, 2012 /PRNewswire/ -- Daniel Lopez was recently promoted to Managing Director for WTAS Los Angeles after nine years of service with the private client services practice.

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Daniel has more than 11 years of experience consulting with wealthy families on income tax planning and wealth transfer. He has extensive experience in tax compliance for individuals and their related business and investment entities. He also works closely with several family offices and serves as a resource to the family office personnel on a various tax matters including, family business structure, cash flow projections, choice of business entity and resolving tax disputes with various taxing authorities.

"Daniel has contributed to the growth of the Los Angeles private client services practice and has effectively served as resource to clients and his colleagues," said Kurt Brune, the firm's Office Managing Director for the Los Angeles office.

Prior to WTAS, Daniel started his career in the private client services practice of an international professional services firm. Daniel co-manages the Los Angeles office employee recruiting responsibilities and often presents to student organizations at USC and UCLA.

"Daniel's dedication to his career and the private client service group in the Los Angeles office has proven to be a driving factor in the success of our practice," commented WTAS CEO, Mark Vorsatz.

Lopez is one of five Managing Directors promoted at WTAS in January 2012.

For additional information about Dan Lopez or WTAS, contact Megan Williams or visit www.wtas.com.

About WTAS

WTAS LLC is one of the largest independent tax firms in the United States, providing a wide range of tax, valuation, financial advisory and related consulting services to individual and corporate clients across the country. The firm is comprised of over 500 personnel located in 14 major cities and encompasses top advisors with previous experience in the international accounting firms, law firms, IRS and state taxing authorities. Many of our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.

WTAS has offices serving Baltimore, Boston, Chicago, Greenwich, Harrisburg, Los Angeles, New Jersey, New York City, Palo Alto, Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.