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.