Peter Michaelson

, Partner

CONTACT

Peter Michaelson

Partner

Syosset, NY

212.891.4164

SPECIALTIES

Trusts & Estates
Personal Financial Services
Private Foundations
Personal & Fiduciary Tax
Family Office Services

CREDENTIALS / EDUCATION

Certified Public Accountant (CPA)
State University of New York-Albany: BS, Accounting

AFFILIATIONS

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants: Individual Tax Committee

Biography
Personal Profile

Peter Michaelson is a Tax Partner with more than 30 years of experience serving high net worth individuals, including family groups, trusts, private foundations, and in pass-through entity taxation.

Peter provides tax planning, compliance and advisory services for clients in a variety of industries, including financial services, law firms and the apparel. In addition, he has performed federal and state tax examinations.

Peter is a speaker and author on various tax topics including, executive compensation and the Tax Cuts and Jobs Act of 2017.

Where did you grow up?
Valley Stream, Long Island, NY

Describe your college experience in one sentence.
4 years that helped shaped the rest of my life.

How do you enjoy spending your time outside the office?
Being outdoors, especially at the beach.

What are you most passionate about with your work?
Assisting clients.

What piece of advice do you often give clients?
Saving tax dollars should not always be the driver.

Why did you become a CPA?
To help clients.

Contact Peter

Recent Media

It’s Not Too Late to Minimize 2013 Tax Liabilities for Certain Trusts

Minimize 2013 tax liability for certain trusts. These trust planning strategies must be implemented before March 6th. Maximize tax savings for trusts and beneficiaries with these tax planning tips. Medicare surcharge assessed on trust taxable income over a certain amount.

EisnerAmper is one of the nation’s largest full-service advisory and accounting firms providing audit, accounting and tax services to a broad range of clients across. We work with public companies, high net worth individuals and family offices. We serve thousands of financial entities spanning the venture fund, hedge fund and private equity space. EisnerAmper's Tax Partners provide tax services to high net worth individuals and private foundations, as well as pass-through entity taxation and state tax services.