MASOTTI & MASOTTI - Key Persons
Brandon assists managers and partners in representing clients before the Internal Revenue Service and various state taxing authorities.
Daniel Greenberg earned his BS degree in Accounting from the University of New York at Albany in 1977. He is a Certified Public Accountant in the State of Connecticut, a member of the American Institute of Certified Public Accountants, and the Connecticut Society of Certified Public Accountants.
Over the 43+ years with the firm, Dan has developed extensive expertise in tax planning and preparation of business and individual income tax returns, at both the federal and state level, as well as the preparation of tax returns for private foundations. Spending 20 years with the firm providing accounting, tax planning and tax preparation services for the U.S. headquarters of a worldwide conglomerate and a Fortune 100 Company allowed Dan to develop special expertise at the multi-state level. He has represented clients before the Internal Revenue Service, Connecticut Department of Revenue Service, the Connecticut Department of Labor, New York State Department of Taxation and Finance, New York State Department of Labor, and the City of New York Department of Finance.
Dan has experience preparing and reviewing trust accounting, providing litigation support and providing services as an expert witness in Probate court proceedings.
Dan is currently providing numerous services for a large single family office, and provides numerous services to other high net worth clients.
John A. Curran received his Bachelor of Science in Accounting in 1981 from Manhattan College. He has spent his entire career in public accounting. He is a Certified Public Accountant in both the states of Connecticut and New York. He is also a member of the American Institute of Certified Public Accountants (AICPA), the Connecticut Society of Certified Public Accountants, and the New York State Society of Certified Public Accountants. He is also a team member of MM Blockchain Advisory LLC, a related affiliate of Masotti & Masotti that provides blockchain / cryptocurrency advisory services.
For over 40 years, John has assisted clients in a broad range of industries. He is involved with all of the firm's financial statement audits and quality control. He provides clients with a full range of planning and reporting services in the tax and financial statement areas. He is regularly consulted on complex accounting and reporting issues as well as the evaluation of corporate internal controls. He provides clients and their attorneys litigation and forensic support services. He works with the firm's closely held businesses, high net worth clients, not-for-profit organizations, and retirement plan clients.
John K. Toal (Shawn) received his BS in Accounting in 1980 from Fairfield University and a Masters Degree in Taxation from the University of New Haven in 1990. He is a Certified Public Accountant in the State of Connecticut, resides in Fairfield, Connecticut, and has three children.
With over 28 years of experience with the firm, he has represented numerous clients before the Internal Revenue Service Audit Division, Regional Appeals Office, District Counsel's Office and has obtained rulings from the National Office. Has provided litigation support services for various law firms and publicly held companies. He concentrates on assisting his clients in business planning and analyses, mergers, acquisitions, sales of businesses, and shareholder disputes. He also advises his clients on income tax and estate planning. He has also installed and implemented numerous computerized accounting systems for clients.
As of January 1, 2017, John W. Masotti became the managing partner of Masotti & Masotti, LLC.
John graduated in 1997 from the University of Connecticut with a Bachelor of Science Degree from the School of Business with a major in accounting. He is a licensed Certified Public Accountant in both the states of Connecticut and New York. He is also a Certified Managerial Accountant.
John is also the founder of MM Blockchain Academy (MMBA), an affiliate of Masotti & Masotti. MMBA is a blockchain accounting academy that creates and sells online crypto accounting courses with Wiley Publishing as a distribution partner. They have also partnered with the American Accounting Association to promote their courses to universities throughout the U.S. MMBA also created the first accredited Certified Blockchain Accounting Professional designation. John also created the Masotti & Masotti Digital Asset Group (MMDAG) to work specifically with their Digital Asset clientele. John is a Certified Bitcoin Professional - Expired (Cryptocurrency Certification Consortium) and a Certified Blockchain Expert (Blockchain Council).
John has extensive experience in tax planning and the preparation of business and individual income tax returns. He represents clients before the Internal Revenue Service, Connecticut Department of Revenue Services, Connecticut Department of Labor, and New York State Department of Taxation and Finance. He is continuously working with our strategic partner Select Family Office rendering tax planning and tax compliance services for our common clients. Since John is a licensed CPA and CMA, this makes him uniquely qualified when he regularly consults with our business clients on various tax and managerial accounting issues.
John is on the Board of Directors of two private charitable foundations that he founded. He is also a member of the American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants, New York State Society of Certified Public Accountants, and the Institute of Managerial Accountants.
Joseph Cairo joined Masotti & Masotti LLC after 2½ years at KPMG as Business Tax Services Associate.
He earned his Bachelor of Business Administration and Master of Business Administration with a major in Accounting from Pace University's Lubin School of Business. Joseph was a part of the Pforzheimers Honors College, Business Honors Program and Omicron Delta Kappa Leadership Honors Society while attending Pace University. He was also the president of the Accounting Society at Pace and a member of the Swimming and Diving team.
Prior to his experience at KPMG, he was a 401k audit intern for TMI CPA P.C. where he performed auditing procedures in compliance with ERISA rules and regulations and he analyzed data for audit work papers and assisted in preparing written reports.
Today he is assisting managers and partners of the firm with individual and business tax compliance, tax research and auditing.
Job Titles:
- Member of the American Institute of Certified Public Accountants
Kevin M. Merritt graduated from the University of Connecticut with a Bachelor of Science Degree from the School of Business with a major in accounting. Kevin spent 3 years at a large regional accounting firm specializing in tax compliance, research and consulting for privately held businesses and their owners in a variety of industries including aerospace, retail, manufacturing, distribution, real estate, and construction. Kevin has extensive experience advising clients on income and estate tax planning including business succession planning. He regularly runs engagements for some of our largest clients and is continuously engaged in the preparation of personal and business income tax returns including multi-state corporate income tax returns. He represents clients before the Internal Revenue Service and various state jurisdictions on individual and corporate income tax audits and sales and use tax issues.
Kevin is a member of the American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants, and the New York State Society of Certified Public Accountants.
Job Titles:
- President and Founder of Masotti Consulting, LLC
Laura A. Masotti is President and Founder of Masotti Consulting, LLC. She joined Masotti & Masotti in 2007 and provides clients with consulting services in business strategy and marketing. Prior to joining the firm, she was Vice President of Grey Healthcare Group in NYC and Director of Marketing at the National Committee for Quality Assurance in Washington, DC. In these roles, she worked with pharmaceutical companies and health care policy organizations to develop strategic marketing outreach and brand awareness campaigns.
Laura is trustee for the George J. & Jessica Harris Foundation and Ridgefield Academy.
She received her Bachelor of Arts Degree from Fordham University and her Masters Degree from Fairfield University. She resides in Ridgefield, CT with her husband and two sons.
Laura A. Masotti received a B.A. from Fordham University and a M.A. from Fairfield University. Her expertise, allows the firm to offer to our clients strategic marketing consulting. Prior to her consulting position with the firm, she was Vice President of Grey Health Care Group and Director of Marketing at National Committee for Quality Assurance (NCQA).
She is a proven marketing professional with 18 years of experience in strategic business and marketing plan development, product development, branding and positioning, competitive analysis, and market research. She has consulted in a variety of different industries but has a concentration in the pharmaceutical, managed care, and healthcare markets. She has done consulting for practically every major pharmaceutical company. She brings a broader dimension to our business consulting services.
Mike Huaming Hu has received a B.A. Degree from the Central China Normal University and a Masters of Accounting Degree from the University of New Mexico. Prior to joining the firm in 2005, he was an associate professor at the Tongji Medical University in Wuhan, China. He is, of course, fluent in English and Chinese.
Mike is a technical specialist in the application and use of various accounting and tax softwares. He is also experienced in the preparation of individual, business, estate, and trust tax returns including multi-state corporate income tax returns. Mike is a valuable resource to some of our clients who are expanding their businesses into China.
Job Titles:
- Member of the Board of Directors of Patriot National Bank
Raymond B. Smyth graduated from Fairfield University with a Bachelor of Science Degree in Accounting and a minor in Finance. He is a Certified Public Accountant in the State of Connecticut, a member of the American Institute of Certified Public Accountants, and the Connecticut Society of Certified Public Accountants. He is a life-long resident of Stamford.
With over 26 years of experience with the firm, Ray has provided valued services to both our business and personal clients in the areas of accounting, tax, and consulting. He has developed expertise with the financial reporting and tax issues relating to Employee Stock Ownership Plans (ESOP). He has represented many clients before the Internal Revenue Service, states of Connecticut, New York, and New Jersey departments of revenue services on individual and corporate income tax disputes, and state sales tax issues.
Ray is a member of the Board of Directors of Patriot National Bank and formerly a member of the Board of Trinity Catholic High School. He has been a member of the Knights of Columbus for 25 years. He was also the former president of the Stamford Kiwanis Club and Stamford American Little League.
Robert P. Masotti graduated from the University of Connecticut with a Bachelor of Science Degree from the School of Business with a major in accounting. He cofounded the firm on the simple principle that our clients will always be our number one priority. Today, he continues that same message as the managing member of the firm.
During the course of his career, he has had extensive experience practicing before the Internal Revenue Service including the Office of International Operations, Regional Appeals Office, District Counsel's Office, and the National Office. He has supported attorneys in tax fraud litigation cases including negotiations with the U.S. Department of Justice attorneys in Washington, D.C. and has assisted with plea bargaining negotiations with the local U.S. Attorney's Office. He has worked with the tax departments of large publicly held companies on corporate income tax matters. He has assisted many clients and their attorneys with mergers, acquisitions, and the sale of businesses. He continues to consult with clients on business, income tax, and estate planning issues.
His business experience includes serving on the Board of Directors of real estate investment and development companies, a publicly held multi-bank holding company, and an international finance company. He presently is on the boards of an aerospace manufacturing company and two private charitable foundations. He has served, and continues to serve, as executor and trustee for several of our clients.
He has contributed material to the Tax Advisor, a monthly magazine published by the American Institute of Certified Public Accountants, he has been a guest lecturer at Pace University and SCORE, a division of the U.S. Small Business Administration. He is also a Honorary member of the American Institute of Certified Public Accountants and a Fellow in the Connecticut Society of Certified Public Accountants.
Tina Klein earned her Bachelor of Science Degree in Accounting from Fairfield University in 1989. During her 27 years with the firm, she has had extensive experience in the planning and preparation of corporate, partnership, and individual income tax returns. She has successfully represented clients before the Internal Revenue Service, Connecticut Department of Revenue Services, New York State Department of Taxation and Finance, and the Connecticut Department of Labor.
Tina is also a technical specialist with intensive hands-on experience with accounting software. Her in depth knowledge of various programs has been instrumental in the installation and implementation of systems for many of our clients. She also uses her skills and patience to train our clients' personnel in the proper use of the software.