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  • New York
  • Florida 
  • U.S. Tax Court
  • U.S. District Court for the Northern District of New York
  • Certified Public Accountant, Maryland (inactive)

B.S., magna cum laude, University of Scranton

J.D., Albany Law School of Union University

Tom’s practice is focused on advising privately held companies and individuals concerning corporate, tax and trusts and estates matters. He has more than 20 years of experience representing privately held companies and their owners in a wide range of corporate, tax and commercial matters, including choice of entity, mergers, acquisitions, sales, recapitalizations and business succession planning. Given his accounting and tax background, he routinely works with clients and their accountants concerning the legal and tax accounting complexities of partnerships and other entities.

Tom also represents business owners, entrepreneurs, executives and wealthy individuals in all aspects of income, gift, estate and generation-skipping transfer tax planning matters. He also counsels individual and corporate fiduciaries concerning trust and estate administration matters and proceedings. He has extensive experience dealing with complex tax and fiduciary accounting issues related to estates and trusts comprised of significant business and real estate holdings. His practice also includes the representation of clients in contested accounting proceedings in Surrogate’s Court and taxpayers in controversies with the Internal Revenue Service and the New York State Department of Taxation and Finance.

In addition to his law practice, Tom has been affiliated with the University at Albany as a lecturer and coordinator of the M.S. in taxation program for more than 15 years. His courses include partnership taxation, estate and gift taxation, tax planning for highly-compensated individuals and tax research. Tom is admitted to practice in New York, Florida, U.S. Tax Court and U.S. District Court for the Northern District of New York. He also holds inactive certified public accountant (CPA) license.

Honors

  • Dean W. Warren Haynes Memorial Award for Outstanding Graduate Teaching, 2017

Presentations

Publications

Professional Associations

  • New York State Bar Association - Tax and Trusts & Estates Sections Member; Trusts & Estates Section: Former Delegate and Alternate Delegate to NYSBA House of Delegates; Co-Chair, Membership Committee, Third Judicial District Representative; Chair, Government Relations Committee and Young Lawyers Section Liaison
  • Florida Bar Association
  • Albany County Bar Association
  • Estate Planning Council of Eastern New York

Community & Pro Bono

  • Advisor, University of Scranton, Accounting Department Professional Advisory Committee
    Fellow, The New York Bar Foundation
  • Member, Legacy Circle Advisory Committee, St. Peter’s Health Partners, Albany, New York
  • Trustee, St. Peter's Hospital Foundation, Albany, New York
  • Former Board Member, St. Thomas the Apostle School, Delmar, New York; Chair, Finance Committee
  • Former Trustee, Finance Committee and Pastoral Council Member, St. Thomas the Apostle Church, Delmar, New York
  • Treasurer and Merit Badge Counselor, Boy Scouts of America, Troop 75, Delmar, New York
  • Former board member, Audit Committee co-chair, and Professional Advisory Committee member, the Community Foundation for the Greater Capital Region, Albany, New York
  • Capital Leadership Class of 1999, The Albany-Colonie Regional Chamber of Commerce