Lonnie E. Davis is a managing director with the Tax Advisory Services Group within CBIZ MHM, LLC.
With over 34 years of experience in all areas of taxation, 29 of which with his current employer, Lonnie specializes in tax and business planning for closely held business and high-income and high net-worth individuals. Mr. Davis has extensive expertise in tax and business issues with construction and real estate, financial services, manufacturing, wholesale clients.
Mr. Davis’ experience includes taxation of C-corporations and all pass-through entities, as well as qualified and non-qualified retirement plans, employee benefits planning, and extensive estate and financial planning. Overall tax mitigation for closely held businesses and their owners is his specialty. Mr. Davis serves as trustee for many qualified plans as well as trusts for his diversified client base. On many occasions, Mr. Davis has provided forensic accounting and tax support in fraud and diversion of profits litigation as well as shareholder disputes, CPA malpractice, divorce cases and numerous taxation cases. Mr. Davis has been called upon to serve as an expert witness in the litigation of tax and business issues.
Before joining his present firm in 1984, Mr. Davis had served with two suburban Philadelphia CPA firms where he moved progressively from Tax Supervisor and Tax Manager to Managing Director of the firm.
Mr. Davis is also a former member of the Tax Section of the Philadelphia Bar Association, the Financial Planning Association and the International Tax Planning Association. Mr. Davis is formerly a registered representative with the National Association of Securities Dealers. On a regular basis, he is asked to speak on technical tax issues at various seminars and conferences.