PROFESSIONAL EXPERIENCE
- Tronconi Segarra & Associates LLP
- Firm Executive Committee Member, 2014 – Present
- Tax Department Practice Area Leader, 2014 – Present
- Chair, Tax Department, 2003 – 2012
- Tax Partner, 2000 – Present
- Ernst & Young LLP, 1985 – 2000
AREAS OF EXPERTISE
- Tax planning and compliance
- Tax consulting
- Estate & financial planning and implementation
- Business succession planning and implementation
- Individual taxation
- Trust taxation
- Subchapter S Corporations
- Closely-held companies and family businesses
EDUCATION
- State University of New York at Buffalo, Buffalo, New York
- Masters of Business Administration, Accounting & Finance, 1985
- Bachelor of Science Degree, Accounting, 1982
LICENSES / PROFESSIONAL AFFILIATIONS
- Certified Public Accountant (CPA) licensed in New York State
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Past President, Financial Planning Counselors of Western New York
- Estate Analysts of Western New York
AWARDS AND HONORS
- University at Buffalo Career Resource Center Alumnus of the Year, 2022
- State University of New York at Buffalo School of Management Accounting & Law Department “Accountant of the Year” award, 2012
COMMUNITY SUPPORT
- Advisors Council, Community Foundation for a Greater Buffalo, 2019 – Present
- Member, Bank on Buffalo Board of Advisors, 2017 – Present
- University at Buffalo Alumni Advisory Council, 2016 – Present
- Chair, 2020 – 2021