Mike is a Tax Partner and leads Grant Thornton's East Coast Private Wealth Services Practice. He has over 25 years of experience providing a wide range of tax compliance and consulting, financial planning and wealth transfer strategies for closely held businesses, private and publicly held company executives and affluent families. Mike is a Certified Public Accountant in Pennsylvania and a member of the American Institute of Certified Public Accountants and Pennsylvania Institute of Certified Public Accountants. In 1998, he received his certification as a Personal Financial Specialist by the American Institute of Certified Public Accountants. Mike is a frequent lecturer of tax and financial planning topics for various organizations, including the AICPA, PICPA, Lehigh University, Institute for International Research and Skybridge Alternative Conference. He is a co-author of The Tools and Techniques of Income Tax Planning and The Tools and Techniques of Financial Planning, which are widely used as educational and editorial resource material by the financial planning profession. In addition, Mike has authored articles for Bloomberg/BNA’s Tax Management Memorandum and Estates, Gifts and Trusts Journal and is regularly interviewed by national, regional and local news organizations. Mike holds a Masters in Taxation from Villanova University School of Law and graduated magna cum laude from Drexel University with a Bachelor of Science in Business Administration, with majors in accounting and finance.