Executive summary
Dana Lance is the SALT Practice Leader for the Greater Bay Area and based in San Jose, California. She has been serving clients in Grant Thornton for over ten years. Dana provides general tax services for a number of large multistate and multinational clients, while specializing in the area of state and local income and franchise taxation.
Prior to serving as the SALT Practice Leader for the Greater Bay Area, Dana was the State and Local Income and Franchise Tax Business Line Leader over the Florida market territory’s four offices, and also served as the Women at Grant Thornton Champion for the Florida territory.
Dana has in-depth experience in providing a wide range of tax services to businesses operating in a number of industries. She has served both large multistate and multinational corporations in various service, manufacturing, distribution, and shipping industries, but focuses primarily in the technology sector. Dana also has extensive partnership experience serving the state and local tax needs of several large private equity firms around the country.
Dana’s practice concentrations include: state tax minimization services including assisting taxpayers with the development and design of effective state tax planning; state due diligence reviews and M&A transaction analysis and consulting; nexus reviews; voluntary disclosure agreement negotiations to minimize state tax exposures; accounting for income taxes and uncertain tax positions for both federal and state taxes; and compliance outsourcing and reviews.
Dana is fluent in both English and Spanish.
Industries
- Manufacturing
- Transportation, logistics, wholesale, and distribution
- Technology and telecommunication
Professional qualifications and memberships
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
FICPA State Tax Committee
Presentations and publications
Dana is a frequent presenter at various industry and professional conferences. Recent presentations include: Multistate Tax Update (2014) FICPA Annual Road Show, Fort Lauderdale, FL; State Taxation of Partnerships and Pass Through Entities (2015) FICPA MEGA Conference, Orlando, FL; State Tax Update (2013 & 2014) Grant Thornton’s Annual Alumni & Friends Event, South Florida; Quarterly ASC 740 Update (Q3, 2015) External Grant Thornton Webcast.
Education
Master of Taxation degree, Florida Atlantic University
BS in Accounting, Barry University
