Daniel K. Pastron, CPA, CGMA
Partner, Wipfli Advisory LLC
Dan Pastron is a partner in Wipfli’s tax and small business services groups. He has practiced public accounting for more than 30 years, working almost exclusively with closely held businesses and their owners. Dan has truly become one of his clients’ most trusted advisors, with experience in audit, accounting, management advisory services, and taxation. He believes that clients require a flexible approach to business matters but an inflexible approach to quality of service. Clients appreciate his ability to provide the personal and continued attention to understand and best serve their needs.
Credentials
- Certified Public Accountant
- Chartered Global Management Accountant
- Insurance Producer – Life and Disability
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Illinois CPA Society (ICPAS) - Member
- Served on several boards in the Chicago area
Areas of Focus
- Tax services for individuals, partnerships, corporations, and trusts
- Management advisory services
- Accounting software selection, implementation, and upgrades
- Insurance
Education
University of Iowa- Bachelor of business administration degree in accounting
Recent Insights
Articles
What are the estate planning benefits of a trust versus a family limited partnership?
Dec 10, 2025
Navigating the tax complexities of mergers and acquisitions in wealth and asset management
Feb 06, 2025
Leveraging employee stock ownership plans for succession planning
Dec 18, 2024
Meeting client expectations in a changing world
Oct 09, 2024
Rethinking tech assumptions about baby boomer clients
Apr 15, 2024
2024 trends in asset management: Thriving through uncertainty
Dec 11, 2023
The risks and rewards of becoming an independent advisor
Feb 27, 2023
How wealth and asset managers can build stability in 2023
Jan 09, 2023
Staying compliant with the SEC’s new Marketing Rule
Sep 30, 2022
Videos And Webcasts
Advanced estate planning: Trusts and family limited partnership strategies
Dec 11, 2025