I help clients stay ahead of complexity, not just compliant with it."

About Michael

Michael advises high-net-worth individuals, families, and fiduciaries with net worth exceeding $5 million, as well as their closely held businesses and real estate entities. He is known for combining a strong technical foundation with a practical, advisor-centric approach to solving complex tax and planning issues.

A focus of Michael’s practice is the taxation of trusts and estates, particularly with trusts holding investments in private equity and hedge funds and advising on fiduciary and individual tax implications of alternative investment income. He regularly works with trustees, beneficiaries, and estate planning attorneys on fiduciary income tax compliance, distribution planning, and long-term income tax efficiency.

Michael also serves as a trusted advisor to closely held and family-owned businesses, with particular depth in real estate and businesses operating in multi-states. He routinely identifies and addresses significant differences between federal and state tax treatment, including apportionment, sourcing, entity classification, and state-level conformity issues. His ability to spot potential federal-state mismatches early helps clients avoid unexpected tax exposure and compliance challenges.

Michael has meaningful experience working with medical professionals, including multiple ophthalmology practices. He regularly collaborates with business owners and their advisors to ensure tax strategy supports operational and long-term planning goals.

An important component of Michael’s practice involves representing clients in complex IRS and state tax examinations. He has managed audits involving individuals and businesses, and has experience coordinating with tax controversy counsel when appropriate. Michael works directly with examining agents to develop and support technical positions, respond to information document requests, and guide matters toward resolution. Clients value his steady, methodical approach to audits and his focus on minimizing disruption while protecting their interests.

Michael is frequently involved in resolving tax notices, correcting prior-year issues, and advising clients on emerging planning opportunities created by changes in federal and state tax law. He also supervises and mentors professional staff, contributing to the firm’s commitment to technical excellence and high-quality client service. Michael has been published in professional and industry publications and regularly presents tax updates to professional organizations and client groups.

Areas of Specialization

Individual Tax Business Tax Multi-State and Local Tax (SALT) Estate & Trust Services Real Estate High Net Worth Law Firms Medical Practices

Professional Memberships & Recognition

• American Institute of Certified Public Accountants
• Delaware Society of Certified Public Accountants
• Estate Planning Council of Delaware – Board Member
• Wilmington Tax Group

Community Involvement

• Wilmington Flower Market – Perennial Tent Volunteer

Education

• University of Delaware – Bachelor of Arts Degree in Mathematics Education
• University of Delaware – Bachelor of Science Degree in Accounting
• Villanova School of Business – Masters in Taxation

Fun Facts

• Dog Rescue Advocate
• Beach Enthusiast
• Chess Player
• Spending Time with his wife, son, and five dogs