

Dan Wallwitz is the Director of Tax Strategy at Halifax Advisors, a CPA, CFP®, and Utah-based real estate agent who specializes in helping business owners and high earners keep more of what they make. He focuses on advanced, practical tax strategies, with a particular emphasis on how real estate can be used thoughtfully to build long-term, after-tax wealth. A magna cum laude graduate of the University of Utah in Quantitative Analysis of Markets and Organizations, Dan began his career with Ernst & Young in 2018, starting as an intern and quickly working his way up to Tax Manager, advising entrepreneurs and professionals on complex tax and financial questions. Today, he combines that deep technical background with real-world experience as an active real estate investor and Salt Lake City agent, giving clients guidance that is both strategically sound and grounded in the realities of the market. Born and raised in Brazil and now rooted in Utah, Dan is passionate about translating complicated tax law into clear, actionable strategies that help clients make smarter decisions about their businesses, investments, and homes. Outside of work, he’s a husband to Jesseca, dad to one-year-old William , and a Brazilian Jiu Jitsu and Formula 1 enthusiast.
Every 2nd Wednesday - Main Meeting - Networking & Dinner
SLCC Miller Campus
9750 S 300 W, Sandy, UT 84070
6:30pm-8:30pm
4th Friday of each month - Downtown Monthly Luncheon
Legends Pub & Grill
677 S 200 W, Salt Lake City, UT 84101
12:00pm-1:00pm
1st Friday of Each month - Murray Monthly Luncheon
Red Robin
316 E Winchester St, Murray, UT 84107
12:00pm - 1:00pm