Michael Leonard, CPA

Managing Partner/Founder

Professional Career

Mike worked for thirteen years in public accounting and was a senior tax manager with both KPMG and Price Waterhouse Coopers where he provided accounting and tax consulting services to small, medium, and large corporations and partnerships including banks, insurance and regulated investment companies, manufacturing, professional service firms and real estate investment organizations. The consulting consisted of assistance in the areas of general accounting, taxation, mergers and acquisitions due diligence and structure, regulatory and tax compliance, and other matters.

Worked with the executives of the above companies regarding individual matters including tax and estate planning, use of qualified retirement plans, executive stock and various other benefit and deferred compensation plans. Handled various federal and state individual, gift, estate and trust tax compliance matters and filings.

Since March 1998, have been a tax partner with Blue Chip Group of companies providing accounting, tax, compliance, insurance and investment consulting services to small and medium corporations, partnerships, and their owners. Assisted in tax and accounting matters related to entity selection, acquisitions and sales of business assets, employee benefits, general business operations, tax planning, compliance, and tax reporting matters.

Significant experience in tax and accounting matters regarding the design, implementation, administration and funding of executive deferred compensation and retirement plans, stock compensation, executive life, and disability plans for large corporations.

Worked with business owners, executives and their legal counsel regarding business succession, asset protection, income, gift, trust, and estate tax planning. Provided family office accounting, risk management, investment, tax consulting and compliance services.

Assist Trustees regarding tax and accounting matters related to trust operation, business management, preparation of annual accountings and tax filings. Work with trust beneficiaries and their legal counsel regarding review of trust financials and trustee accountings to identify errors, irregularities, or other operational matters regarding trustee performance.