Michael F. D’Addio
Member Since: Feb 17th 2021
Michael F. D’Addio is a principal in the Firm’s New Haven, Connecticut, office. He has more than 40 years of experience as a specialist in compliance and planning in a variety of areas concerning federal and state taxation. His industry expertise includes construction, real estate, research and development, professional services, and manufacturing. He has extensive experience in planning business transactions, including mergers and acquisitions, business entity formations and dissolutions, and sales transactions. Mr. D’Addio has developed a number of planning strategies for clients in the areas of estate and gift planning. These include the use of trusts for tax savings and asset protection. He regularly reviews legal documents and assists other professionals in their drafting to ensure that they accomplish clients’ overall tax and economic objectives and to determine that they comply with relevant tax authority. Based upon his clients’ unique facts, circumstances and goals, he has devised individualized strategies designed to minimize their tax liabilities while retaining assets and income. His plans combine the highly technical tax rules with the business and personal needs of clients. Mr. D’Addio has represented clients before the Internal Revenue Service and other state and regulatory agencies. He has vigorously advocated client positions before various administrative levels of these taxing authorities and assisted their legal advisors in court proceedings. In addition, he has handled a variety of collection matters, including negotiation of deferred payment arrangements and Offers in Compromises. He has been involved in the preparation of government letter rulings and technical advice memoranda covering a range of tax issues. Mr. D’Addio is a sought-after lecturer on a range of federal and state tax issues before client and business groups. He has been a main speaker in technical sessions for many professional organizations. In addition, he has instructed courses in the Masters of Taxation program at the University of New Haven. He also conducts tax training sessions for the professional staff of the Firm.
Principal, Tax & Business Services Marcum LLP