Samuel M. Lyon, CPA, is a tax partner with over 10 years of experience in all areas of taxation, with a strong emphasis on individual and corporate tax planning, business valuations, ownership transition and employee benefits. He is responsible for overseeing tax engagements for a variety of the firm’s clientele, focusing on architecture and engineering, construction and heavy equipment, manufacturing and distribution, professional services and multi-state corporations.
Professional Certifications
Certified Public Accountant in New York State (CPA)
Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)Community Involvement
LAUNCH, Board of Directors (2021- present)
Education
Master of Business Administration, Le Moyne College (2015)
Bachelor of Science in Accounting, cum laude, Le Moyne College (2014)Publications & Presentations
“The Influence of Economic Uncertainty on Business Value,” CNY Business Journal, Ask the Expert Series, October 2024
Effective Buy-Sell Agreements for A/E Firms– Dannible & McKee, LLP Webinar, October 2024
“Internal Revenue Service Announces Plan for Compliance Efforts Regarding Employee Retention Credit,” Dannible & McKee, LLP Tax & Business Alert Newsletter, August 2024
Critical Elements of Effective Buy/Sell Agreements– Dannible & McKee, LLP 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