Experience
For over four decades, Pete has been providing tax planning services for privately held companies and individuals. He focuses his practice on “flow-through” entities and how to minimize the tax liabilities of their owners.
Pete’s responsibilities include keeping current with new laws, rulings and court opinions that impact the firm’s clientele, representing clients that are under audit and serving as their advocate throughout the audit process, and regularly advising clients on the tax consequences of a wide array of transactions.
He has been a frequent speaker for professional, civic and business organizations on a variety of tax topics.
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Areas Of Specialization
- Tax Planning
- Business Succession Planning
- Corporate Tax
- Individual Tax
Education
Cleveland State University, BSBA Accounting
Professional Development
- The Tax Club of Cleveland President 2005 – 2006
- Tax Twenty Group
- Ohio Society of Certified Public Accountants
- American Institute of Certified Public Accountants
Community/Philanthropic Pursuits
- 2011 Northeast Ohio Athena Award Winner
- President of the Board of Directors for the Cleveland Rape Crisis Center
- American Cancer Society-Past Chair of the Lake/Geauga/Ashtabula Planned Giving Committee
- Athletic Committee, The Club at Key Center
- CWRU Estate Planning Advisory Council
