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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 many years of experience representing privately held companies and their owners in a wide range of corporate, tax and commercial matters, including choice of entity, governance, mergers, acquisitions, sales, recapitalizations and business succession planning.

Tom also represents business owners, entrepreneurs, executives and wealthy families in all aspects of income, gift, estate and generation-skipping transfer tax planning matters and trust and estate administration matters. He has extensive experience dealing with complex tax and fiduciary accounting issues related to significant business and real estate holdings including contested Surrogate’s Court accounting proceedings and 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 Director of the M.S. in taxation program for more than 20 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 an inactive certified public accountant (CPA) license.

Honors

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

News

Presentations

Publications

Professional Associations

  • New York State Bar Association - Tax Section; Trusts & Estates Section – Vice Chair of Estate Planning Committee; Member of Executive Committee; Former Delegate and Alternate Delegate to NYSBA House of Delegates; Former Co-Chair, Membership Committee; Former Third Judicial District Representative; Former Chair, Government Relations Committee; and Former Young Lawyers Section Liaison
  • Florida Bar Association
  • Albany County Bar Association
  • Estate Planning Council of Eastern New York
  • American Bar Association – Tax Section
  • Catholic Lawyers Guild
  • New York State Society of Certified Public Accountants
  • American College of Trust and Estate Counsel – Fellow; Member, Business Planning Committee; Member, Technology in the Practice Committee

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