Samuel M. Lyon, CPA, is a principal with the firm and has over nine years of experience providing business valuation and ownership transition consulting services to architecture and engineering firms. He also provides tax planning services to design firms and their owners, including maximizing R&D credits and other tax incentives unique to the design industry.
-
Professional Certifications
Certified Public Accountant in New York State
-
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
-
Community Involvement
- LAUNCH, Board of Directors
-
Education
- Master of Business Administration, Le Moyne College (2015)
- Bachelor of Science in Accounting, cum laude, Le Moyne College (2014)
-
Publications
- Critical Elements of Effective Buy/Sell Agreements– Dannible & McKee, LLC Tax & Financial Planning Conference, Co-presenter, November 2023
- Avoiding Common Pitfalls in Business Valuation and Ownership Transition – Dannible & McKee, LLP Tax & Financial Planning Conference, Co-presenter, November 2022
