Tax Team Directory

Name	Additional Information	Email	Department	Phone Number
Pasquale J. Cardinale II		cardinalep@jgua.com	Tax	(888) 337-3720 Ext. 168
Laurie L. Crane		cranel@jgua.com	Tax	(888) 337-3720 Ext. 158
Heidi Grimins		griminsh@jgua.com	Tax	(888) 337-3720 Ext. 136
Donald A. Huff		huffd@jgua.com	Tax	(888) 337-3720 Ext. 173
Carl Masler		maslerc@jgua.com	Tax	(888) 337-3720 Ext. 147
David B. Mirsky	Show Bio	mirskyd@jgua.com	Account Executive, Rochester	(800) 810-8869 (585) 271-8869
"Saving money is finding money," says Dave, and it'ssomething he does for clients regularly. This his auditor's eye for detail and his methodical, thorough approach to financial analysis, he is keenly attuned to identifying opportunities for his clients. Background Working from an office in Rochester and the home office in Corning, Dave also provides special expertise to other Account Executives within the firm in tax efficient strategies for corporations, partnerships and sole proprie- highly focused thinking and keen interest in helping his clients make the best possible fi- nancial decisions. Credentials University of Rochester, Simon School, MBA, Finance & Entrepreneurship SUN Y Albany, BS, Accounting/Economics Certified Public Accountant Personal Financial Specialist Certified Management Accountant Certified Financial Planning^® Certificant Areas of Expertise Retirement Planning Tax Planning and preparation Investment management Estate Planning Education Planning Professional Associations American Institute of Certified Public Accountants New Y ork State Society of Certified Public Accountant Institute of Management Accountants Estate Planning Council of Rochester Downloadable PDF Version Hide All Bios
Jason D. Nickerson	Show Bio	nickersonj@jgua.com	Account Executive / Vice President, Tax Services	(888) 337-3720 Ext. 124
Whether creating a stock option plan for a client or working with an individual on personal financial goals, Jason takes pride in the firm's focus on people - a value to which he is equally committed. Background Jason is analytical, rigorous, organized and detail oriented. These key qualities teamed with his warm friendly style make him a highly valued member of the Ullman team. Jason started with John G. Ullman & Associates, Inc. in 1998, taking on increasing levels of responsibility each year. Jason never shies away from a challenge. As parent of twins, he is used to hard work and long hours. Credentials Salisbury State University, BS Finance Corning Community College, AS Business Administration Certified Financial Planner^® Enrolled Agent Community Service Gaffer District Finance Committee Areas of Expertise Stock Option Planning Tax Planning Asset Allocation Retirement Planning Survivorship Analysis Education Planning Downloadable PDF Version Hide All Bios
Karen L. Shirley		shirleyk@jgua.com	Tax	(888) 337-3720 Ext. 151