Mike is devoted to helping businesses build and preserve value, and helping individuals preserve and protect their family wealth. Foundational to this mission is his concentration in the area of taxation, which impacts so much of business and personal financial planning. In representing businesses, this includes counseling clients on the tax aspects of business formation, financing, reorganization, and acquisition transactions, as well as business succession planning. With individual clients, this includes assistance with income tax planning, and planning for estate, inheritance, and other death taxes.
Mike has a broad range of experience in addition to private law practice, which allows him to bring a unique perspective to our clients. He holds a CPA certification, and began his career in public accounting, with Deloitte, and later with BDO. Mike's CPA background along with his Master of Laws (LL.M.) in Taxation give him great depth in creating tax savings opportunities, and in developing solutions to tax problems. His understanding of and respect for the accounting profession allow him to team up very effectively with our clients’ CPAs.
Mike also holds a Certified Financial Planner™ designation, and has held an executive position in the financial services industry. His familiarity with the wealth management industry gives him special insight when collaborating with our clients’ financial planners as part of their estate and tax planning.
Not surprisingly, a great deal of Mike’s time is spent working with family businesses, helping to preserve and protect their value. This very often includes a focus on management and ownership succession issues, and associated personal estate planning for family business owners.