Mr Daniel Gerety
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

6817 Eastern Ave
Suite 101
Las Vegas
NV
89119
United States of America

Email: dgerety@geretycpa.com
Telephone: +1 702 933 2213
Website: www.geretycpa.com
Practice Areas: Charity formation/administration, Civil-law planning (incl foundations), Company formation/management, Compliance/regulation, Contentious trusts and estates, Estate planning/administration, Family business, Family office, Philanthropy, Tax, Trust planning/administration, Tax Advisory - Trusts and estate planning, Wills and administration of deceased estates, Succession planning
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Profession:
Accountant / Estate Planner / Tax Advisor
Firm:
Gerety & Associates CPA's
Branch/Chapter:
STEP Nevada
Committees:
Nevada Chapter Committee
Biography:

Daniel T. Gerety is the Owner and President of Gerety & Associates, CPAs.  Dan specializes in estate and income tax planning for individuals and businesses, including structuring large transactions such as the sale and purchase of businesses.

 

Dan started his accounting career with McGladrey & Pullen, LLP in 1982 and became a tax partner with the firm before he left in 2004 to start his own firm. He was a lead specialist for McGladrey & Pullen, LLP and RSM McGladrey, Inc. in gift and estate tax matters along with income taxation of trusts. 

 

A native of Davenport, Iowa, Dan attended St. Ambrose College in Davenport where he obtained his Bachelor of Arts degree in Accounting and Business Administration.

 

Dan is a consultant to a number of other CPA firms and law firms regarding estate and gift taxation matters including supporting a number of attorneys as an expert witness in litigation matters regarding trust accounting issues and divorce work.

 

Dan has served a number of times as a Special Master to the District Court of Clark County, Nevada.  He also frequently lectures around the country regarding estate planning and wealth preservation.

 

Among his current professional affiliations, he is a member of the American Institute of Certified Public Accountants, the Nevada Society of Certified Public Accountants, the Southern Nevada Estate Planning Council, and is a Registered Trust and Estate practitioner with STEP.  He is a past President of the Southern Nevada Estate Planning Council and the Central Illinois Estate Planning Council.  He currently sits on the board of the Las Vegas Chapter of the Nevada CPA Society, the Nevada State College Foundation (Chairman of the Planned Giving Committee), the Grant a Gift Autism Foundation, and STEP Nevada (Treasurer).

 

Gerety & Associates, CPAs is a member of the Las Vegas Chamber of Commerce and the Better Business Bureau.  Gerety & Associates, CPAs was one of In Business Magazine's 2008 Nevada Entrepreneur of the Year. The firm was also recognized during the Las Vegas Chamber of Commerce's 2011 Business Excellence Award Banquet as the Small Business of the Year (Companies with 25 or fewer employees).  Dan was named by MyVegas Magazine as one of the top 100 men of the year in 2017.

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