DANIEL J. WALLERY, CPA, CMI

EXPERIENCE
Daniel J. Wallery has over 13 years of valuation consulting and engineering experience. As a civil engineer with a strong background in finance, Dan has the diverse background necessary to solve an array of complex appraisal problems. He has appraised real and personal property, as well as, intangibles and business enterprises.

Real property appraisal experience encompasses congregate care and health care facilities, office buildings, commercial buildings and industrial facilities. Dan has provided valuation and tax consulting for more than 150 nursing homes and senior living centers throughout the United States. Personal property appraisal experience includes furniture and fixtures, computers and manufacturing machinery and equipment. His background in business appraisals includes real estate brokerage firms, restaurants, hotels, congregate care facilities, nursing homes, golf courses and resort operations. Property tax consulting experience consists of valuation, consultation and negotiation at all levels of the assessment and appeals process, and testifying on valuation issues.

Prior to forming Nelson & Wallery, Ltd., Dan was a valuation and property tax consultant for a Big Six accounting firm, and served as a structural engineer for a major engineering firm, working in the design and analysis of nuclear generating facilities.

EDUCATION
University of Michigan
Bachelor of Science, Civil Engineering

DePaul University
Master of Business Administration, Finance

Completion of numerous valuation courses through the American Society of Appraisers, Institute of Property Taxation, Illinois CPA Society, and International Association of Assessing Officers

PROFESSIONAL CERTIFICATIONS
Certified Member, Institute of Property Taxation (CMI)
Licensed Certified Public Accountant (CPA)
Licensed Appraiser - Colorado
Certified Indiana Assessor-Appraiser II

PROFESSIONAL AFFILIATIONS
Institute of Property Taxation
Illinois CPA Society

PROFESSIONAL ACTIVITIES
Editorial Advisory Board Member, Journal of Property Tax Management
Chair, Information Services Committee, Institute of Property Taxation
Member, State and Local Tax Committee, Illinois CPA Society
Chair, DePaul University, Graduate School of Business Club
Published several articles on valuation and property taxation
Frequent speaker on valuation topics.