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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.
Tax Day is now fast approaching. Luckily, there may still be time for your business to make some last-minute moves to lower its tax obligation for 2020. Plus, there are other long-term planning strategies that business owners should consider in light of today's tax laws, recent economic relief measures, and expected changes to the federal tax rules.
The new Consolidated Appropriations Act provides employers with some payroll-related tax breaks. This article looks at the extended and modified employee retention tax credit and family and medical leave credit. It also explains how the law affects a 2020 executive order that enabled employers to postpone payment of certain withholdings.
Many people, especially small business owners who were adversely affected by the COVID-19 pandemic, are looking forward to a fresh start in 2021. Before diving headfirst into the new year, business owners should take time to learn from last year's achievements and mistakes, as well as set goals and monitor trends for the future.
Manufacturing CFOs are looking to make investments so that their businesses will not only weather the remainder of the pandemic but will emerge stronger and more resilient.
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