Matt is a principal with Baker Tilly’s commercial services practice. He has more than 18 years of public accounting experience, specializing in providing tax services to a variety of middle-market clients, specifically focusing on closely held businesses and related shareholder/owner tax issues. Matt has extensive experience serving a wide variety of manufacturing and distribution clients. He provides strategic tax applications and techniques, including accounting method changes, fixed-asset reclassifications, inventory issues, and merger and acquisition (M&A) strategies across the manufacturing, distribution and real estate industries.
- S corporations and C corporations
- Limited liability companies (including investment and fund-to-fund partnerships)
- Business sales and acquisitions, including structuring and modeling prospective acquisitions or dispositions and providing insights on transaction documents. Assistance with due diligence and strategic planning to ensure optimal tax benefits
- Assisting clients in generational planning and structuring their businesses to meet those goals
- Identifying accounting method change opportunities for clients and reviewing accounting method change applications
- Examining fixed-asset records for clients and identifying potential reclassification opportunities to accelerate cost recovery, including appropriate methods/conventions, cost segregation studies and repairs and maintenance studies
- Computation of deferred and current tax obligations for financial statement purposes
- Licensed CPA in Pennsylvania
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Pennsylvania CPA Foundation, board member