Brian J. Potter, CPA, CDA, is a tax partner with the firm, and has over 15 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.

  • Professional Certifications

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

  • Professional Affiliations

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

  • Community Involvement

    LAUNCH, Board Member (2017-2021)
    Syracuse International Film Festival, Board Member (2016)

  • 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

    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