Brian J. Potter, CPA, CDA is a tax partner with the firm, and has over 13 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
    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)

  • Education

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

  • Publications

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

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

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