Freed Maxick CPAs, P.C. is one of the largest accounting and consulting firms in Western New York and a Top 100 largest CPA firm in the United States. Serving closely held businesses, SEC companies, governmental and not-for-profit clients across New York as well as nationally and internationally, Freed Maxick mobilizes high-performance professionals to guide client growth, compliance, security and innovation. Freed Maxick specializes in the healthcare, manufacturing, real estate, banking, agribusiness and private equity sectors, and has more than 300 professional and administrative personnel and offices in Buffalo, Batavia, Rochester and Syracuse, New York. Visit www.freedmaxick.com or follow us on Twitter @FreedMaxickCPAs.
Marks Paneth LLP, a premier accounting firm with origins dating back to 1907, is ranked the 30th largest accounting firm in the nation and one of the top 10 largest in the Mid-Atlantic region, as reported by Accounting Today. With a team of nearly 700 professionals, including more than 90 partners, Marks Paneth provides a full range of audit, accounting, tax, consulting, trade remediation and valuation services, as well as litigation, forensic accounting and financial advisory services. We primarily serve domestic and international middle market, privately-held and family-owned businesses, as well as high-net-worth individuals and their families. Readers of the New York Law Journal have ranked Marks Paneth as one of the area's top three forensic accounting firms for six consecutive years.
Samuel C. DiSalvo is a Director with Freed Maxick’s Tax Practice. Prior to joining the Firm, Sam spent over 30 years in the accounting profession with both Big Four firms and private industry. During this time, he gained significant experience with mergers and acquisitions, corporate taxes and compliance, and financial statement tax accounting. As part of his overall experience, Sam spent two years in the Washington D.C. national tax practice of a Big Four firm advising clients on tax developments in legislation, regulations, and policy. At the end this tour he was asked to become one of the original members of the newly created “swat” team that focused exclusively on the R&D credit.
Sam is responsible for providing day-to-day tax advisory services, coordinating, and supervising the preparation of the corporate income tax returns, and reviewing the annual and quarterly provisions for income taxes for both publicly held and privately held corporations. Sam is a member of the Firm’s CSP360 practice group which is a national practice that provides specialty tax services, such as cost segregation and research credit studies, to middle-market CPA Firms. Sam also concentrates his practice on joint venture tax matters, merger and acquisition issues, and corporate taxes as well as ASC 740 issues such as purchase accounting, valuation allowances, and international issues. He has significant experience in identifying tax opportunities in connection with the due diligence reviews of companies’ prior year tax returns.
Douglas I. Schwartz, CPA/CFF/CGMA, CFE, is a Director in Marks Paneth’s Advisory Services group. Schwartz brings more than three decades of experience in tax, forensic accounting, business valuations and litigation support. His areas of expertise also include accounting for income taxes and international tax services for private equity firms, their portfolio companies and hedge funds.
Prior to joining Marks Paneth, Schwartz served in several management positions at large accounting firms, as well as the Senior Vice President of Tax at The Blackstone Group, before forming his own tax and advisory firm in 2013. Doug began his career with Arthur Andersen where he was a senior tax manager.