Sam advises middle-market and large organizations on complex corporate and pass-through tax matters. His work encompasses tax planning and compliance, entity structuring, transaction advisory, state and local tax, and multijurisdictional compliance. He also guides clients through tax audits, examinations, and regulatory matters, providing executive-level guidance designed to translate complex tax issues into clear, practical business […]
Diane specializes in tax compliance, accounting, audit and consulting services for tax-exempt organizations, with a particular focus on labor unions, single employer and multiemployer Taft-Hartley employee benefit plans, and not-for-profit organizations. As a Partner in the Tax Department at Tronconi Segarra & Associates, she also works with individuals and small businesses and provides consulting and […]
Andrew has built his practice around state and local tax matters and municipal accounting, serving businesses and local governments through a wide range of tax, accounting, and financial needs. At Tronconi Segarra & Associates, his state and local tax work includes sales tax compliance and consulting for multistate businesses in the manufacturing, construction, technology, and […]
Mark specializes in succession and estate planning for owners of privately held companies, helping clients plan for the transfer of businesses and assets while addressing income, gift, and estate tax considerations. His practice also includes tax planning and compliance for privately held companies, primarily in the manufacturing and service industries. He has assisted clients with […]
Pat specializes in corporate tax matters, with a particular focus on mergers, acquisitions, and divestitures. As a Tax Partner at Tronconi Segarra & Associates, his work includes transaction planning as well as tax compliance and planning for high-net-worth individuals. He serves clients across the aerospace, defense, and manufacturing industries. Pat began his accounting career in […]
David focuses on state and local tax matters at Tronconi Segarra & Associates, helping clients identify and address their tax needs. His work is centered on SALT services, where he applies his experience to help clients recover state and local tax overpayments and reduce tax assessments. His approach to client service is straightforward: identify what […]
Rick specializes in serving not-for-profit organizations, providing audit, accounting, and advisory services to help clients meet reporting requirements and support their organizational goals. His work includes financial statement audits and reviews, New York State Consolidated Fiscal Reports (CFRs), Single Audits, special certifications and reporting, and consulting. As a Partner, he leads audit engagements and oversees […]
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