PROFESSIONAL EXPERIENCE
- Tronconi Segarra & Associates LLP
- Partner of Counsel, 2022 – Present
- Michael Baritot Consulting, 2017 – 2022
- AXA Advisors, Buffalo, NY, 2012 – 2017
- RWB Energy, LLC, Buffalo, NY, 2010 – 2012
- Public Accounting, 2004 – 2010
- KPMG LLP, National and NYS Offices, 1981 – 2004
AREAS OF EXPERTISE
- Tax strategy development, design and execution
- Significant expertise in FASB ASC 740, 805, 830 and 980 (formerly FAS 109 and FIN 48)
- Assisting public and private companies with complex and sophisticated tax and accounting matters
- Formation and leadership of professional teams
- Training and mentoring professional staff and clients
- Accounting and advisory services
- Development of KPIs and dashboard reports for analysis
- Wealth management strategies for high net worth individuals to minimize the impact of taxes
- Focused on delivering high-quality services and measurable results for clients
EDUCATION
- University of Denver, College of Law and College of Business Administration
- Master of Science – Taxation (MST), 1981
- State University of New York at Buffalo, School of Management
- Bachelor of Science, Business Administration – Accounting, 1978
CURRENT/FORMER LICENSES and PROFESSIONAL AFFILIATIONS
- Former Certified Public Accountant (CPA) (Inactive status)
- FINRA Series 7 and 66 (Inactive licenses)
- Formerly licensed to sell Life, Accident and Health Insurance and Variable Life/Variable Annuities
- Former member, American Institution of Certified Public Accountants
- New York State Society of Certified Public Accountants past member, Board of Directors
- Buffalo Chapter Past President, Board of Directors and Tax Committee Chair
COMMUNITY SUPPORT
- Buffalo Canoe Club Board of Directors, Finance Committee Chair, Treasurer and Future Planning Committee Chair
- Buffalo Place, Inc. and Buffalo Place Foundation, Board Member and Treasurer
- St. Joseph’s Collegiate Institute, Trustee and Finance Chair
- State University of New York at Buffalo, Graduate Tax Program, Faculty and Advisory Board
- Xavier University, School of Accountancy, Advisory Board
- St. John the Baptist Parish and School, Parish Council President, Parish and School Finance Committee Chair
- Rotary Club of the Buffalo Niagara Medical Campus, Co-Chair – Fundraising Committee