About Michael

Michael works in RSM’s financial services tax practice. With over 25 years of experience, he provides tax consulting and compliance services to several of the firm’s premier financial service clients. Michael currently serves as the firm’s national financial services tax industry leader.

Experience

Michael’s industry experience includes a strong focus on private equity partnerships, fund of funds, venture capital, and financial service corporations. Prior to joining RSM in 2017, he was an integral part of a Big Four firm’s asset management tax practice.

Michael offers tax consulting and planning on fund structure, fund asset acquisitions and dispositions, plus limited partner tax issues. Michael is actively involved in current and timely legislative tax issues affecting private equity funds and other alternative investment vehicles. He has been published, interviewed by tax periodicals, and often called upon for advice on private equity tax issues across the firm.

Professional affiliations and designations

• Certified public accountant, New York
• American Institute of Certified Public Accountants
• New York Society of Certified Public Accountants, Taxation of Financial Instruments and Transactions Committees

Education

• Master of Science, taxation, Pace University
• Bachelor of Business Administration, accounting, Hofstra University