Ed is both a lawyer and a CPA and focuses his practice in the areas of project development, tax controversy, and tax-driven business transactions. He counsels private businesses and developers on identifying and accessing tax incentives and securing financing for industrial, commercial and housing development projects. His experience includes:
- obtaining tax incentives at the federal, New York State and local levels, including real property tax relief through assessment challenges;
- advising clients on federal and New York State tax controversy matters;
- representing clients before the U.S. Tax Court, the Internal Revenue Service, the New York State Division of Tax Appeals and the New York State Department of Taxation and Finance;
- counseling businesses and not-for-profit organizations on tax-driven transactional matters and commercial real estate transactions with significant tax and financial implications; and
- advising clients on general corporate, finance, banking and fund investment matters.
Following is Ed’s history of professional firm affiliations prior to joining MCCM:
- Hiscock & Barclay, LLP, Rochester and New York City, 2006 – 2008
- Harris Beach PLLC, Rochester and New York City, 2000 – 2005
- Freed Maxick Sachs & Murphy, PC, Buffalo, 1998 – 2000
- Arthur Andersen, New York City, 1995 - 1997
- Ernst & Young, LLP/Kenneth Leventhal Real Estate Group, New York City, 1994 - 1995
- Margolin Winer & Evens LLP, Long Island, 1993 - 1994
- New York State Bar (2001)
- U.S. Tax Court (2003)
- University at Buffalo School of Law, The State University of New York (J.D., cum laude, 2000)
- Ambassador College (B.A. in Liberal Arts, with distinction, 1989)
- Monroe County Bar Association: Tax Section, Planning Committee for Annual Tax Institute
- American Institute of Certified Public Accountants
- American Association of Attorney-Certified Public Accountants
Ed regularly volunteers with Flower City Habitat for Humanity.
Ed was born in New Orleans and grew up in Slidell, La. After graduating from high school, Ed traveled the U.S. while pursuing his college degree, living in East Texas, South Florida and ultimately Southern California, where he graduated from Ambassador College.
After college, Ed settled in the New York City metropolitan area, where he practiced as a CPA and attained the level of manager in the real estate tax group of an international accounting firm (then one of the "Big 6"). In the fall of 1997, Ed left New York City for Buffalo to pursue a law degree. While attending law school, Ed continued his tax practice with a local accounting firm. After graduation, Ed settled in the Rochester area.
Ed resides in Fairport with his wife Mary and younger daughters, Sophia and Elena. He enjoys golfing, singing in his church's choir, celebrating Mardi Gras in New Orleans, and driving his 2008 Super Bee in high-performance drivers education programs at Watkins Glen International.