Tax Credit and Incentive Consulting
Developers
Focusing on incentives so you can focus
on your project.
Investors
Finding the state and federal tax incentives
you need.
Tailored Solutions
Special tax situations call for unique solutions.
[email protected]
216.545.5039
Northwestern University School of Law
LL.M. Taxation, 2009
Chicago-Kent College of Law
Juris Doctor, 2008
University of Wisconsin-Madison
Bachelor of Sciences, 2004
Dan Bergrin
Dan’s passion is working with developers and investors to navigate the complexities of federal and state tax incentives to achieve their goals. For the past decade, Dan has structured and executed dozens of federal and state tax-incentive financings. These investments include historic rehabilitation tax credits, new markets tax credits, renewable energy tax credits and historic preservation easements.
Prior to founding Lock 39 Capital, Dan led the structuring and execution of dozens of transactions for GBX Group, a real estate investment firm in Cleveland. In addition, Dan led GBX’s tax credit investment and consulting practice.
A tax attorney by training, but a pragmatist at heart, Dan aims to get deals done as quickly and efficiently as possible, but knows where and when to dig into the technical side of things. Dan is a regular speaker on the topics of tax credit finance, economic development and opportunity zone investments.
When not neck-deep in tax incentives, Dan spends his time with his wife, Jess, his kids, Henry and Sophia, and his dogs, Grady and Ollie.