Dana Cade, Principal, Pinion, LLC
Dana has over 15 years of experience in the public accounting industry and has a wealth of experience providing services to a variety of clients. She is a trusted advisor, ensuring her clients receive excellent service. Additional relevant experience includes:
- Consulting, reporting, and income tax planning services for high-wealth individuals, corporations, partnerships, and trusts and estates;
- Experience with annual compliance work for U.S. citizens living abroad, including income tax compliance and Foreign Bank Account Reporting (FBAR) compliance for both individuals and the foreign businesses in which they are involved;
- Experience in successfully bringing qualified clients into compliance with the new Streamlined Filing Compliance Procedures for Non-Resident, Non-Filer U.S. Taxpayers;
- Consulting work includes cross-border income tax, estate, and gift planning, as well as entity structure planning.
