Dan Gerwe

I’m a tax partner with over 15 years of experience at Plante Moran. I help businesses and flow through owners reduce their overall effective tax rates and ensure they take full advantage of the tax deductions available to them. My methodology of thorough, painstaking document review and thoughtful questioning often reveals significant savings and benefits to companies and their owners.

I have extensive experience with a multitude of common tax issues facing large and middle-market manufacturers, including research credits, IC-DISC filings, inventory, and §263A. I have worked with several large and/or complex organizational structures, including internationally active and multi-state organizations, and have a thorough understanding of the tax implications and planning needed for mergers and acquisitions. Also, unique among the usual offerings of a regional accounting firm, I have expertise in ASC 740, Accounting for Income Taxes. These skills, paired with my unique focus and expertise in project management, give me the ability to deliver high-level tax services with a degree of personal attention that typically is not found in working with larger accounting firms.

I hold a Master of Accounting degree from Northern Kentucky University.