Mike joined Deloitte Tax LLP in 2008 and has practiced in our Private Wealth industry since joining. He helps clients achieve their personal wealth and charitable objectives. He specializes in high-net worth individuals and family offices. For his clients, he consults on pre and post mortem planning, charitable planning, fiduciary income taxation, and estate administration. He also helps clients address the risks and costs of dealing with taxing authorities generally, including resolution of individual tax examinations and their related gift tax, estate tax, and partnership tax examinations.
Previously, Mike worked in our National Tax office in Washington, D.C., assisting Private Wealth clients across Deloitte Tax’s national practice. In the National Office, he developed his specialization in individual client issues that allows him to serve clients out of the San Francisco Bay area.
B.S., Economics, University of Washington
J.D., Seattle University School of Law (Cum Laude)
LL.M. (Tax), New York University School of Law
Bloomberg Tax Management Portfolios
This Portfolio analyzes rules under §§2010 through 2016 of the Internal Revenue Code and covers topics such as the unified credit against estate tax, unified credit planning, and more.