Meet Our Advisors

Peter Scalise

Peter J. Scalise

Partner, Federal Tax Credits & Incentives Leader

Education

  • Master of Science Degree in Taxation, Pace University
  • Bachelor of Science Degree in Accounting, Hunter College

Community

  • The SAX Charitable Foundation, Member of the Board of Directors
  • USO, Global Advisory Board Council Member
  • USO, Northeast Region Advisory Board Member
  • USO, Founding Chairman of the Accountants Salute the Troops Council
  • The Alzheimer’s Association, Member of the Board of Directors (NYC – Manhattan Chapter)
  • The Alzheimer’s Association, Founding Chairman of the Accounting Industry Leadership Council
  • The Alzheimer’s Association, Recruitment and Retention Chairman of the Accounting Industry Leadership Council
  • The Alzheimer’s Association, Event & Sponsorship Chairman (NYC-Manhattan Chapter)
  • The Food Bank For New York City, Founding Chairman of the Accountants United to End Food Insecurity Council

Publications

  • CPA Magazine, Editor-in-Chief
  • Accounting Today,  Voices – Contributing Tax Columnist
  • NYSSCPAs, The CPA Journal & The Tax Stringer, Contributing Tax Columnist
  • Parker Tax Publishing, Contributing Tax Columnist

Peter J. Scalise serves as the National Partner-in-Charge of SAX LLP’s Federal Tax Credits and Incentives Practice. Peter is a distinguished member of the Accounting Today Top 100 Influencers and has approximately thirty years of progressive Big 4 and Top 100 public accounting firm experience developing, managing, and leading large scale tax advisory practices on a regional, national, and global level.

Peter is a renowned thought leader in the fields of accounting and taxation with deep subject matter expertise in connection to designing, implementing, and defending sustainable methodologies for specialty tax incentives including, but not limited to:

  • R&D Tax Credits
  • Orphan Drug Tax Credits
  • Accounting Methods and Period Planning Services
  • Energy Benchmarking and Energy Tax Incentives in connection to Clean Energy, Carbon Sequestration, Manufacturing and Transportation
  • Comprehensive Fixed Asset Analysis incorporating principles of Construction Tax Planning, Cost Segregation Analysis and TPR Compliance
  • Preservation Tax Incentives including Historic Tax Credits
  • Movie, Television & Broadway Show Production Tax Incentives

Peter is a highly sought-after keynote speaker on specialty tax incentives, tax controversy matters, along with legislative updates and trends from Capitol Hill who has been extensively quoted in the press and has been frequently published in Accounting Today, NYSSCPAs CPA Journal /Tax Stringer, CPA Magazine, Parker Tax Publishing, amongst other nationally syndicated publications. Peter is also the Founding Chair of the Washington National Tax Roundtable hosting annual Tax Leadership Symposiums, annual Tax Summits, and quarterly Town Hall CPE Programs across the country.

Peter is a passionate philanthropist who serves as a member of several Board of Directors, Board of Governors, and Advisory Councils for charities nationwide in connection to poverty and hunger alleviation; humanitarian relief; economic development; environmental conservation; health and social services; supporting veteran and military service personnel along with preserving arts and cultural programs.

Awards & Honors

  • Accounting Today TOP 100 Influencers
  • Alzheimer’s Association Founders’ Award Recipient for Philanthropic Thought Leadership
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