We use cookies to improve your experience and optimize user-friendliness. Read our cookie policy for more information on the cookies we use and how to delete or block them. To continue browsing our site, please click accept.
Home Our People Michael Oates

Michael Oates

Partner

CPA, Team Leader, Financial Services Tax

I am here to help.

Specializations

Service


Story

Based in Withum’s New York office, Michael Oates is the leader of the financial services tax practice. With over 30 years of experience with alternative investment funds, investment advisors and their owners. Michael often consults on the initial organizational structures and portfolio transactions to maximize tax efficiency. He serves as a trusted operational-matter tax advisor throughout the business and economic cycles of the fund and its advisor.

Michael is a certified public accountant and member of the New York and New Jersey Societies of Certified Public Accountants, as well as the American Institute of Certified Public Accountants. A graduate of Fairleigh Dickinson University at Florham Park, N.J., with a M.S. in taxation and a B.S. in accounting from Wilkes University.

Contact Me

*Required

Interested in Learning More?

Learn More

Get news updates and event information from Withum

Subscribe