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Michael D'Addio
Principal
Biography
Michael D’Addio is a Principal in the Firm’s New Haven, Connecticut office. He has more than 35 years as a specialist in compliance and planning in a variety of areas concerning federal and state taxation. He has a wide range of industry experience including real estate, research and development, professional services, and manufacturing. He has extensive experience in planning business transactions, including mergers and acquisitions, business entity formation and dissolutions, and sales transactions. Michael has developed a number of planning strategies for clients in the areas of estate and gift planning. These include the use of trusts for tax savings and asset protection. Michael regularly reviews legal documents and assists other professionals in their drafting to insure that they accomplish clients’ overall tax and economic objectives and to determine that they comply with relevant tax authority. Based upon his clients’ unique facts, circumstances and goals, he has devised individualized strategies designed to minimize their tax liabilities while retaining assets and income. His plans combine the highly technical tax rules with the business and personal needs of clients. Michael has represented clients before the Internal Revenue Service and other state and regulatory services. He has vigorously advocated client positions before various administrative levels of these taxing authorities and assisted their legal advisors in court proceedings. In addition, he has handled a variety of collection matters, including negotiation of deferred payment arrangements and Offers in Compromises. He has been involved in the preparation of government letter rulings and technical advice memoranda covering a range of tax issues. Michael is a sought after lecturer on a range of federal and state tax issues before client and business groups. He has been a main speaker in technical sessions for many professional organizations across the state. In addition, he instructed courses in the Masters of Taxation program at the University of New Haven. He also conducts tax training sessions for the professional staff of the Firm.
Account type
Listed Since
June 2021
Works at
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Marcum Llp
Principal