2018 Year-End Tax Planning for Individuals
Like an annual physical examination is important for maintaining good health, an annual financial examination that includes year-end tax planning can enhance your financial well-being.
Dale is an expert in the areas of individual income taxation, estate, trust and gift tax planning; and succession planning for privately-held businesses. Dale works one-on-one with clients to avoid surprises by taking the extra steps to run detailed projections, research likely outcomes, explore flexible tax-saving options and prepare thoughtful recommendations. Dale enjoys working with both individual and corporate clients, providing valuable tax planning advice while serving as a trusted advisor – in many cases, for multiple generations. He was named partner in 1991 and has been with the Firm for more than forty years. Dale assists in the supervision of tax department professionals who work together to assure conformity with federal and state tax standards, while minimizing taxes and related costs.
Daemen College, Bachelor of Science, Accounting (Cum Laude)
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Member and former President
Estate Analysts of Western New York, Member and former President
Annual Institutes on Taxation, former Co-Chair for the 44th and 45th Sessions
Daemen College, former Chair Board of Trustees
Community Foundation for Greater Buffalo, Professional Advisors Council, past Co-Chair
Community Music School of Buffalo, former Chair and Trustee Emeritus
Irish Classical Theatre Company, former Trustee
Western New York Heritage Magazine, Director