Samuel M. Lyon, CPA, is a tax partner with over seven years of experience in taxation and planning for individuals and closely-held companies. Sam is responsible for overseeing tax engagements for a variety of clientele with a focus on architecture and engineering, professional services, multi-state corporations and high net worth individuals. He is also involved in the firm’s business valuation and succession planning services.
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
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