Tony is Managing Director-in-Charge of the Philadelphia office of CBIZ Marks Paneth. A MST, he has over 28 years of diverse experience advising corporate and individual clients on complex tax issues.
Tony specializes in providing integrated tax planning, compliance and consulting services to high-net-worth individuals and their closely held businesses. He also has expertise in mergers & acquisitions, playing an integral role in assisting clients with negotiations related to the buying and selling of businesses and advising on the tax implications of these transactions. He is experienced in estate, gift and inheritance tax matters, both at the federal and state levels.
Prior to joining CBIZ Marks Paneth, Tony was a tax partner in the Philadelphia office of a global accounting firm. He has been published in the Philadelphia Business Journal and Corporate Compliance Insights. He is a frequent speaker on professional panels and has been a guest on radio talk shows.