Devon R. McDonald, CPA, has over 15 years of diverse tax experience, delivering transactional tax advice to clients including domestic and foreign business entities. Devon has specific expertise in entity tax matters, with a focus on privately and closely held business entities, including private equity-backed businesses.
He counsels clients in a variety of areas including domestic and international tax matters for family-owned businesses, mergers, acquisitions, and other transaction-related tax matters, structuring for private equity backed and privately/closely held portfolio companies and funds, state & local tax issues, as well as routine tax planning and compliance services. Devon also has experience advising clients on Qualified Opportunity Zones (QOZ) and Qualified Small Business Stock (QSBS) investments.
Devon’s industry experience includes private equity funds, hedge funds, real estate companies, fund-of-funds, manufacturing companies, and family offices. He has represented clients before the IRS and state taxing authorities regarding audits, delinquent filings, and other tax controversy matters.
Prior to joining Lippes Mathias, he worked as a Tax Principal at a Buffalo accounting firm after spending the first twelve years of his career as a member of EY & Andersen’s NYC tax practices serving as a Senior Tax Manager.
Devon holds a BS in Accounting from Nazareth College of Rochester and is a Certified Public Accountant (CPA) licensed in New York State.
- Cross Border
- Nazareth College, B.S., Accounting
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
- Canisius High School Alumni Association Board of Governors, Board Member
- Nazareth College School of Business and Leadership Advisory Board, Board Member