Skip to content Brian J. Potter - Dannible and McKee LLP

Brian J. Potter, CPA, CDA, is a tax partner with the firm and has over 18 years of experience in taxation and planning for individuals and closely-held companies. Brian is responsible for overseeing tax engagements for a variety of the firm’s clientele with a focus on manufacturing firms, construction firms, multi-state corporations, and high-net-worth individuals. He has extensive experience in individual and corporate tax planning, financial planning, multi-state taxation, research and development, New York State income tax credits and ownership transition issues. Brian is the partner-in-charge of the firm’s internal technology department and is responsible for maintaining the state-of-the-art equipment for the firm.

  • Professional Certifications

    Certified Public Accountant in New York State (CPA)
    Certified Design Accountant (CDA)

  • Professional Affiliations

    American Institute of Certified Public Accountants (AICPA)
    New York State Society of Certified Public Accountants (NYSSCPA)

  • Community Involvement

    American Red Cross Central & Northern NY Chapter – Advisory Board Member
    LAUNCH – Past Board Member
    Syracuse International Film Festival – Past Board Member

  • Education

    Bachelor of Science in Accounting, State University of New York at Oswego (2006)
    Bachelor of Science in Psychology, Le Moyne College (2004)

  • Publications & Presentations

    A Deeper Dive Into the Most Current Events and Hot Topics in Federal and State Taxation – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2023

    Latest Update on Employee Retention Credits,” Dannible & McKee Industry Advisor, Manufacturing Edition, September 2023

    Do You Need to Take a Required Minimum Distribution by April 1, 2023?,” Dannible & McKee, LLP Tax & Business Alert Newsletter, March 2023

    2022 New York State Tax Update for Businesses & Individuals– Dannible & McKee, LLP Tax & Financial Planning Conference Co-presenter, November 2022

    Planning for Major Research or Experimental Expenditures Changes Effective in 2022,” Dannible & McKee Industry Advisor, Manufacturing Edition, October 2022

    Federal and New York State Credit Update for Businesses & Individuals – Dannible & McKee, LLP Tax & Financial Planning Conference Co-presenter, November 2021

    It’s Not Too Late to Claim the Employee Retention Credit (ERC) For Both 2020 and 2021,” Dannible & McKee, LLP Tax & Business Alert Newsletter, September 2021

    Employee Retention Tax Credit – Are You Eligible Now?,” D&M Industry Advisor, Manufacturing Edition, June 2021

    A Look at What’s in the Second Stimulus Package, ” Dannible & McKee, LLP Tax & Business Alert Newsletter, January 2021

    2020 New York State Tax Update – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2020

    Tax Breaks and Benefits in the CARES Act for Manufacturers – Dannible & McKee, LLP Manufacturing Conference, Co-presenter, October 2020

    2019 Tax Update for Manufacturers – Dannible & McKee, LLP’s Annual Manufacturing Conference, Co-presenter, October 2019

    Year-End Tax Planning for Manufacturers, Dannible & McKee Industry Advisor, Manufacturing Edition, November 2018

    Manufacturing Update for the Tax Cut and Jobs Act of 2017 – Dannible & McKee, LLP’s Annual Manufacturing Conference, Co-presenter, October 2018

    Cash Method of Accounting Under the Tax Cuts and Jobs Act of 2017” – Dannible & McKee, LLP’s Tax & Business Alert Newsletter, August 2018

    Understanding the Impact of the Key Provisions of the New Tax Reform Law Greater – Greater Oswego-Fulton Chamber of Commerce Tax Reform Seminar, Co-presenter March 2018