Peter Michaelson

, Partner


Peter Michaelson


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


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


  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants

Peter Michaelson is a Tax Partner with more than 20 years’ experience in serving high net worth individuals, including family groups, trusts, private foundations, and in pass-through entity taxation. He has performed tax research and planning for a variety of clients, as well as performed federal and state tax examinations.

  • 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.
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