Michael advises clients on complex tax matters, with a particular focus on mergers and acquisitions and captive insurance. His M&A work spans both buy-side and sell-side transactions and includes tax due diligence to identify potential exposures and tax structuring designed to address those exposures and minimize taxes for buyers and sellers. He also advises on […]
With a career in sales tax spanning nearly five decades, David provides clients with specialized sales and use tax support as part of the State and Local Tax Department at Tronconi Segarra & Associates. His work includes sales tax audit representation, nexus reviews, reverse audits, multistate research and analysis, voluntary disclosures, and sales and use […]
Juliette oversees human resources functions at Tronconi Segarra & Associates, working closely with firm leadership and department heads on employee relations, payroll processing, benefits administration, recruitment, onboarding, mentoring and evaluation programs, and other personnel matters. She also monitors adherence to the firm’s policies and procedures, and monitors compliance with applicable state and federal human resources […]
Lisa provides internal IT support as Technology Coordinator for TSA Advisors LLC. She has been with the firm since 1987, the same year she began her professional career. Her work focuses on supporting the firm’s internal technology needs. Originally from Avon, New York, Lisa enjoys gardening and spending time with her grandchildren. She has two […]