Michael R. Dillon, CPA, PFS, JD

Current Role

Michael’s primary focus is helping clients with complex tax matters, counseling clients on how specific transactions, laws, or transfers of assets will affect their taxes. He serves high net-worth individuals and their corresponding family partnerships, closely held businesses and estate and trust matters. He frequently works with medical and legal professionals and has a strong understanding of those industries.

Service Areas

• High net-worth individuals
• Estate and trust consulting
• Tax planning and compliance

Experience

Michael’s public accounting career began in 1986 and he gained both audit and tax experience working with global and regional firms. Michael has developed extensive knowledge in estates and trusts, fiduciary accounting, foreign tax issues, and general tax research; serving as a resource to his team members in these areas.

Michael earned the Personal Financial Specialist (PFS) credential for CPAs who specialize in various areas of financial planning.

A Closer Look

• For one client, Michael discovered a unique solution that resulted in a trust company providing his client with undistributed income of nearly $900,000.
• Michael is a member of the FICPA, AICPA, Florida Bar Association and the District of Columbia Bar Association, staying up to date on the latest industry and technical matters.
• Involved in the community, Michael is a past board member of ARC of Palm Beach County and the Sickle Cell Foundation of Palm Beach County.