CALLAGHAN - Key Persons
Biography
John received his undergraduate degree from New York University and his Masters of Business Administration in Taxation from New York University's Stern Graduate School of Business Administration. His expertise includes all areas of personal and corporate income tax planning and compliance, estate and trust planning and entity structuring. John began his career with Arthur Andersen & Company's, New York Office in 1979, and was promoted to Tax Manager in 1982. From 1982 to 1986 he had lead responsibility for major corporate engagements in both New York and Boston. His diverse experience with business entities, their owners and directors is integral to providing solutions for cash flow maximization and tax minimization. Since leaving Arthur Andersen & Co. in 1986, John's extensive experience has provided clients with a solution driven focus since forming Callaghan Nawrocki LLP and successor entities, Callaghan Lucerino & Associates LLP and currently Callaghan LLP. He has served these firms as the Managing Partner and has guided the firms through changing tax law structures and economies in flux.
John Callaghan founded Callaghan Nawrocki LLP in Melville, NY in 1986 after departing from one of the original, "Big 8" accounting firms, Arthur Andersen & Company. In 2007, Callaghan Nawrocki LLP was reorganized, and Callaghan Lucerino & Associates LLP was formed in Smithtown, NY. Upon the semi-retirement of partner Patricia Lucerino, in 2021 Callaghan Lucerino LLP was reorganized and CALLAGHAN LLP was formed and relocated to Hauppauge, NY.
Biography
Sharon has over 27 years of experience in accounting, auditing, and taxation. She advises on international and domestic businesses and individuals. She provides a wide array of services, including agreed-upon procedures, due diligence, internal controls review, and financial reporting in accordance with GAAP, Tax and Cash basis.
As part of working with her businesses, Sharon provides consulting on how the businesses could run more efficiently, to maximize the business's profit. In addition, she provides tax consultation and compliance to maximize tax savings. She works with a multitude of different clientele including consolidated groups, S-Corporations and multi-tiered partnerships and corporations with domestic and foreign operations.
As part of working within her Tax Practice, Sharon provides consulting and compliance services involving the preparation of entity, individual, gift, trusts, and estate tax returns, including projecting current year income to determine estimated taxes due. She works directly with the investment teams to obtain the goal of growing and protecting the client's assets.
Sharon started her career at Callaghan Nawrocki, LLP splitting her time between the audit and tax departments. In 2007, Callaghan Nawrocki LLP transitioned to Callaghan Lucerino and Associates, LLP and Sharon was promoted to Manager. In 2020 Sharon was made a Partner in Callaghan Lucerino and Associates.