| Mike specializes in providing accounting, tax, and consulting services to closely-held businesses and high net-worth individuals in the Western New York area. His clients include businesses in the manufacturing, healthcare, real estate, food, hospitality, wholesale and retail, and various service industries.
Mike was previously associated with the Buffalo offices of two national accounting firms where he specialized in providing tax and consulting services to middle-market, closely-held businesses and their owners.
Selected experiences:
• Structured the acquisition of qualified replacement property to defer over $20 million in gains resulting from a condemnation of real estate.
• Performed various litigation support and due diligence engagements.
• Renegotiated the sale of a client’s business, resulting in a change in structure which netted its owners in excess of $1 million more in after tax dollars.
• Assisted with the merger of two significant medical groups (approximately $40 million in revenue) to form a new partnership, and assisted with the development of the terms of the partnership agreement.
• Assisted in the development of a business model and tax structure of an internet-based casino.
• Performed tax planning and consulting relative to business mergers, acquisitions and sales including the structuring of such transactions and assisting with purchase and sale negotiations.
• Performed cross-border tax planning for U.S. and Canadian entities and individuals including the development of transfer pricing models for international related party transactions, entity selection, and estate planning for non-resident aliens.
• Performed estate, succession, and retirement planning for individuals.
• Outstanding performance in representing clients before the Internal Revenue Service (domestic and international).
Professional Affiliations: Membership in the American Institute of Certified Public Accountants, American Institute of Certified Public Accountants – Tax Division, and the New York State Society of Certified Public Accountants. He is also a member of various advisory boards for selected clientele.
Education: Mike holds a B.B.A. in Accounting from Niagara University |
