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Devon R. McDonald

Director of Tax | Team Leader - Tax Planning, Attorney at Lippes Mathias

Medium firm (21 to 100 attorneys)Buffalo, NY Website (716) 853-5100 x1215 LinkedIn
CPAAmerican Institute of Certified Public AccountantsNew York State Society of Certified Public AccountantsCanisius High School Alumni Association Board of Governors, Board MemberNazareth College School of Business and Leadership Advisory Board, Board Member

About

Devon R. McDonald gives transactional tax advice on mergers and acquisitions for privately and closely held companies. He counsels private equity-backed businesses and domestic and foreign entities. He handles domestic and international tax for family-owned businesses. He structures entity tax for private equity-backed portfolio companies and funds. He advises on Qualified Opportunity Zones and Qualified Small Business Stock investments. He is Director of Tax and Team Leader - Tax Planning at Lippes Mathias in Buffalo, New York. He has over 15 years in tax and holds a New York CPA license. He spent his first twelve years as a Senior Tax Manager with EY and Andersen in New York City. He then served as Tax Principal for a Buffalo accounting firm. He serves private equity funds, manufacturing companies, and family offices on transaction tax.

Who is a good fit for Devon R. McDonald

  • Owners of privately and closely held companies preparing for a merger or acquisition.
  • Family-owned businesses with domestic and international tax questions in a transaction.
  • Funds and private equity-backed portfolio companies that need entity tax structuring.
  • Investors considering Qualified Opportunity Zones or Qualified Small Business Stock.

Education and admissions

Education
  • Nazareth University, B.S. in Accounting

Specialties

Transaction tax structuring

Deal profile

Typical deal size
Any deal size
Remote work
In-person / regional

Frequently Asked Questions

Devon R. McDonald handles state and local tax issues that arise in a transaction. He has counseled Tribes on state and local tax for Tribal-owned LLCs and their business activities. He also counsels clients on routine tax planning and compliance services.

Devon R. McDonald has counseled Tribes on tax credits for green energy investments. He covers direct pay provisions in the Inflation Reduction Act of 2022.

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