MIchael A. Mandish CPA,CSEP,CDFAPrincipal SC&H Group
If I could tell you one thing about how I work with clients going through separation or divorce, it is:
Understanding family dynamics is a key component to determining what the client’s desired outcome is for their financial future. This understanding allows me to blend their needs and wishes with their goals, which I keep in mind while reviewing the tax ramifications of their decisions, their assets and income. I consult with attorneys on the tax and financial implications of various Property Settlement Agreement scenarios.
Mike Mandish, CPA, CSEP, CDFA, is a Principal in the SC&H Financial Advisors practice of SC&H Group. With over 20 years of experience, Mike specializes in individual income and business tax matters, estates, trusts and gifts.
Mike joined SC&H in 2004 as a Manager. He now leads a team of five professionals in the estate and trust group and oversees the Financial Advisor’s clients in the Northern Virginia office. Prior to his accounting career, Mike worked as a paralegal in a well-known law firm. He then worked in the estate and trust practice of a national accounting firm as a staff accountant, senior accountant, supervisor and manager.
Specialties/Areas of Practice:
As a former paralegal, Mike excels at working with attorneys and guiding them through the tax implications of legal decisions. In addition to consulting on divorce cases, he also guides attorneys through probate and tax processes. Mike also specializes in tax planning for businesses run by sole proprietors. His practice areas include individual income and business tax matters, estates & trusts, gifting, income & estate tax planning.
Because circumstances vary, there can be many factors to take into consideration when Mike consults with clients. These circumstances may include:
- income tax returns and what are the best strategies for tax filings
- tax and financial implications of various property settlement agreement scenarios
- handling of family businesses and how it impacts the structure of the settlement
- tax ramifications — what is the most beneficial plan and which adjustments are necessary
When these areas are overlooked, it can become costly to the client. With proper planning, many pitfalls can be avoided. In the post-divorce stage, there are ongoing tax compliance issues, as well as the need for future tax and estate planning. This stage can require changes from the initial plan that was in place prior to the divorce. By working closely with other members of the SC&H Group, Mike ensures that all client needs are met in all facets of financial planning.
Geographic Areas of Practice:
National practice with focus on Eastern Region including but not limited to MD, DC, VA, PA
Selected as a SmartCPA in 2010 by SmartCEO Magazine
- Certified Public Accountant (CPA) – MD
- Certified Specialist in Estate Planning (CSEP)
- Certified Divorce Financial Analyst (CDFA)
- AICPA – American Institute of Certified Public Accountants
- MACPA – Maryland Association of CPAs
- McLean Estate Planning Council
- Baltimore Estate Planning Council
- Maryland Association of Paralegals
Stevenson University, BS in Paralegal Studies
- Stevenson University Alumni Board, President
- Hampstead Lions Club, member
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