Brian J. Potter, CPA, CDA, is a tax partner with the firm and has over 17 years of experience in taxation and planning for individuals and closely-held companies. Brian is responsible for overseeing tax engagements for a variety of the firm’s clientele with a focus on manufacturing firms, construction firms, multi-state corporations, and high-net-worth individuals. He has extensive experience in individual and corporate tax planning, financial planning, multi-state taxation, research and development, New York State income tax credits and ownership transition issues. Brian is the partner-in-charge of the firm’s internal technology department and is responsible for maintaining the state-of-the-art equipment for the firm.
Professional Certifications
Certified Public Accountant in New York State (CPA)
Certified QuickBooks ProAdvisor
Certified Design Accountant (CDA)Professional Affiliations
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)Community Involvement
American Red Cross Central & Northern NY Chapter, Advisory Board Member (2023-present)
LAUNCH, Board Member (2017-2021)
Syracuse International Film Festival, Board Member (2016)Education
Bachelor of Science in Accounting, State University of New York at Oswego (2006)
Bachelor of Science in Psychology, Le Moyne College (2004)Publications & Presentations
“Do You Need to Take a Required Minimum Distribution by April 1, 2023?,” Dannible & McKee, LLP Tax & Business Alert Newsletter, March 2023
2022 New York State Tax Update for Businesses & Individuals– Dannible & McKee, LLP Tax & Financial Planning Conference Co-presenter, November 2022
“Planning for Major Research or Experimental Expenditures Changes Effective in 2022,” Dannible & McKee Industry Advisor, Manufacturing Edition, October 2022
Federal and New York State Credit Update for Businesses & Individuals – Dannible & McKee, LLP Tax & Financial Planning Conference Co-presenter, November 2021
“It’s Not Too Late to Claim the Employee Retention Credit (ERC) For Both 2020 and 2021,” Dannible & McKee, LLP Tax & Business Alert Newsletter, September 2021
“Employee Retention Tax Credit – Are You Eligible Now?,” D&M Industry Advisor, Manufacturing Edition, June 2021
“A Look at What’s in the Second Stimulus Package, ” Dannible & McKee, LLP Tax & Business Alert Newsletter, January 2021
2020 New York State Tax Update – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2020
Tax Breaks and Benefits in the CARES Act for Manufacturers – Dannible & McKee, LLP Manufacturing Conference, Co-presenter, October 2020
2019 Tax Update for Manufacturers – Dannible & McKee, LLP’s Annual Manufacturing Conference, Co-presenter, October 2019
Year-End Tax Planning for Manufacturers, Dannible & McKee Industry Advisor, Manufacturing Edition, November 2018
Manufacturing Update for the Tax Cut and Jobs Act of 2017 – Dannible & McKee, LLP’s Annual Manufacturing Conference, Co-presenter, October 2018
“Cash Method of Accounting Under the Tax Cuts and Jobs Act of 2017” – Dannible & McKee, LLP’s Tax & Business Alert Newsletter, August 2018
Understanding the Impact of the Key Provisions of the New Tax Reform Law Greater – Greater Oswego-Fulton Chamber of Commerce Tax Reform Seminar, Co-presenter March 2018