Mr. Dwyer's practice is concentrated on the following: (i) transactions involving acquisitions, dispositions, and mergers of business entities, closely-held organizations involved in successorship planning, and the tax analysis of the consequences of these matters; and (ii) the implementation of sophisticated estate and trust planning and the administration of complex estates and trusts. He was licensed as a Certified Public Accountant in Virginia and Pennsylvania. Mr. Dwyer previously served as an instructor of Accounting and Federal Taxation at Georgetown University School of Business Administration and as a member of the Tax Department of Price Waterhouse in Washington, D.C.
Recent Accomplishments
- Successfully closed several cash mergers of manufacturing businesses providing over $65 million to clients in each transaction
- Orchestrated sales of manufacturing businesses for over $25 million and $15 million
- Administered an estate having assets in excess of $100 million
- Negotiation of a license on behalf of a food manufacturer procuring world-wide rights to manufacture and sell products using the trademarks of a nationally known television personality
- Represented the borrower in the refinancing of a 100 unit residential community and the subsequent sale of that facility
- Developed and implemented a successorship plan for a plastics manufacturer valued in excess of $15 million
Honors & Ratings
- 2016 Tocqueville Award, United Way of Erie County
- 2015 Louis J. Tullio Community Service Award, Erie Regional Chamber and Growth Partnership
- AV Preeminent® Peer Review Rated
- Philanthropic Advisor of the Year, Hamot Health Foundation
Speaking Engagements
- Firm's Annual Professional Advisor Symposium, October 2013, 2014 and 2015
- Variety of programs for numerous organizations on estate and financial planning
Community & Professional Service
- Erie Community Foundation, Former Trustee and Board Chair
- United Way of Erie County, Former Board Member & Board Chair
- Hamot Health Foundation, Former Board Member & Board Chair
- Regional Cancer Center, Former Board Member
- Springhill Senior Living Community, Former Board Member
- Estate Planning Council of Erie County, Former Board Member & President
- The Erie Club, Former Board Member & President
- Kahkwa Club, Former Board Member & President
- Catholic Charities, Former Board Member & Treasurer
Firm Involvement
- Shareholder