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Tim has a combined 27 years of experience in public and private accounting with a focus in the manufacturing industry. This includes 15 years as CFO and CEO of a commercial business and 12 years in public accounting. He has extensive experience in the areas of cost accounting including the design of policies and procedures and systems implementation. He performs a majority of the Firm’s client accounting services. His experience as a CFO and CEO brings unique insight and value to family businesses and startups, sharing his expertise with companies through the Firm’s involvement with 43North and Start-Up NY. In 2014, Tim passed the Series 7 and 66 exams, acting as a referring advisor for Lumsden & McCormick Financial Services, LLC.
State University of New York at Buffalo, Master of Business Administration
Canisius College, Bachelor of Science, Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Passed Series 7 and 66 securities exams – Financial Advisor*
World Trade Center Buffalo Niagara, Treasurer
United Way of Buffalo and Erie County Leadership Training
*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM.
Nonqualified deferred compensation arrangements enable participants to postpone payroll taxes to a future date. However, they're responsible for paying self-employment tax when they receive benefits.
It can be a winning strategy for you and your business to recognize and encourage key managers who think like owners. If you can get them pulling even harder in the same direction as you are, your company's value could grow exponentially over the long term. But what kind of incentive does it take to get that level of buy-in from employees? You could give them actual equity in the form of corporate stock, but doing so could bring more headaches than it's worth. That's where a “phantom” stock plan comes in.
Are you buying or selling a business? If so, a quality of earnings (QOE) report can help identify potential problems and value-adding opportunities, as well as expedite the M&A due diligence process.
AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.
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TaxWatch Level 2 provides learning opportunities on intermediate corporate, individual, and other entity type tax topics.
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