Dan Holben

Amherst, OH
Cleveland, OH
Wooster, OH
Resident of North Royalton, OH
Rea Team Member Since 2017
  • Dan handles quality control and a diversified client base in manufacturing, distribution, construction, non-profit organizations, tax and retirement planning for individuals.

Topics or areas of expertise that he can talk about (even in his sleep):

  • Structuring the sale of a client’s business in a tax efficient manner resulted in tax savings approaching $100,000.
  • Multi-year tax planning scenarios including timing of retirement plan distributions to offset long-term care expenses effectively converted taxable income to nontaxable income.
  • Working with multiple generations of a family, implemented a gifting strategy to avoid millions of dollars in potential estate taxes.

How we know he knows what he’s doing:

  • He began his career in 1979.
  • He started his career at B&W Construction Company before joining Walthall in 1981.
  • He joined Rea as part of the Walthall merger in 2017.
  • He earned his bachelor’s degree in accounting from the University of Akron.

Furthering his professional development, Dan is involved with:

  • The American Society of CPAs
  • The Ohio Society of CPAs (Peer Review Acceptance Committee-former member)
  • Institute of Management Accountants
  • North Royalton Chamber of Commerce (Treasurer and member of Board of Directors)
  • North Royalton Community Festival (Treasurer)
  • Royalton Recorder (member of Board of Directors)
  • Villa Grande Homeowner’s Association (member of Board of Directors)

When he’s not in the office, you can find him:

  • Spending time with family and friends
  • Travelling

Inside The Mind Of…

  • What does “A Brighter Way” mean to you? To be proactive and focused on innovative solutions in all situations.
  • Describe your work style. Focused on results by working the problem to identify the solution.
  • What’s your favorite aspect of your job? The ability to work as a team directly with many different clients and assist them in meeting their goals and objectives.
  • What line of The Rea Way describes you the best?  Take your work personally. Quality counts.

Just For Fun:

  • What is one trait you possess that you inherited from your mother or father? Attention to detail.
  • What was your first job? Cleveland Plain Dealer newspaper route, seven days a week at 5:00 AM.
  • What is your most prized possession? My family
A hard-working accounting professional who is strides to provide the best experience for my clients possible