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

  • USO, Northeast Region Advisory Board Member
  • USO, Founding Chair of the Accountants Salute the Troops Council
  • The Food Bank For New York City, Founding Chair of the Accountants United to End Food Insecurity Council
  • The Alzheimer’s Association, Founding Chair of the Accounting Industry Leadership Council
  • The Alzheimer’s Association, Recruitment and Retention Chair of the Accounting Industry Leadership Council
  • The Alzheimer’s Association, Event & Sponsorship Chair Emeritus for the annual Walk to End Alzheimer’s event (NYC-Manhattan South Street Seaport)

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 a Tax Partner and the Federal Tax Credits and Incentives Practice Leader at Sax. 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
  • Comprehensive Fixed Asset Analysis incorporating principles of Construction Tax Planning, Cost Segregation Analysis and TPR Compliance
  • Preservation Tax Incentives including Historic Tax Credits and Rehabilitation 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.

Outside of work, Peter tirelessly serves as a passionate philanthropist who champions over a dozen charities nationwide in connection to poverty and hunger alleviation; 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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