Marcum LLP

Michele Spence


CPA*
 
Michele  Spence, Partner, Tax & Business
Partner
Tax & Business
*Licensed by the State of Connecticut
 

555 Long Wharf Drive
8th Floor
New Haven, CT 06511

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Michele Spence is a partner in the Tax & Business Services group in the Firm's Long Wharf Drive office in New Haven, Connecticut. She brings more than 29 years of experience in public accounting, serving companies in a diverse range of industries as well as high net worth individuals. She is responsible for review and compilation financial statement engagements, income tax compliance, tax planning, and consulting for private companies and individuals.

Her industry experience includes, but is not limited to, professional services, real estate and development, transportation, employee stock ownership plans, wholesale distribution, retail, and manufacturing.

Ms. Spence has been an instructor for seminars on topics in public accounting, including quality review, auditing and accounting standards updates, understanding personal property taxes, small business tax issues, how to start a small business in Connecticut, succession planning, and job interviewing techniques.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Connecticut Society of Certified Public Accountants (CTCPA)
  • Accounting & Financial Women's Alliance
  • Agency on Aging of South Central Connecticut - Audit Task Force Committee, Member
  • Community Accounting Aid and Services Inc. - Volunteer Speaker
Seminars & Presentations
  • Understanding IRS Rules for Manufacturing Machinery, New Haven County Assessors Association, West Haven, CT, February 2017
  • Keynote Speech, University of New Haven Beta Alpha Psi Induction Ceremony, West Haven, CT, April 2016
  • Women in Transition: Traveling Life's New Path, Withers Bergman, LLP, New Haven, CT, June 2015
  • What Do Employers Really Want from Me? Connecticut Department of Labor, 2013 – 2015
  • What Every Lawyer Should Know When Selling a Business Before It's Too Late, Connecticut Bar Association's Connecticut Legal Conference, Hartford, CT, June 2014
  • Employee Records 101: What Every Business Manager, Owner, and HR Representative Needs to Know, Littler Mendelson, P.C. Breakfast Seminar, New Haven, CT, November 2013
  • CTCPA New and Young Professionals Panel on the Accounting Profession, Southern Connecticut State University Accounting Society, New Haven, CT, November 2012
  • Real Life Cases of Fraud, Hill Regional Career High School, New Haven, CT, May 2011
  • Pursuing a Career Path in Public Accounting, Central Connecticut State University Accounting Society, New Britain, CT, October 2009
  • Tax Planning Seminar, New Haven Chapter of the Painting and Decorating Contractors of America, New Haven, CT, February 2009
  • Tax Seminar for Real Estate Agents, Sterling Realtors, Middletown, CT, May 2008
Articles
  • How to Plan for the Sale of Your Business, MHP Newsletter, September 2014
  • What Are the Tax Implications of the Supreme Court's DOMA Ruling? MHP Newsletter, July 2013
  • Money Talks: Teach Children Early About Money, New Haven Register, October 2011
  • Happy Trails: Avoid Holiday Travel Scams, New Haven Register, November 2009
Subject Matter Expertise

Accounting Services
Financial Statements & Reporting
Tax
Consulting

Practice Focus

Professional Services
Closely Held Businesses
Individuals
Real Estate and Development

Education

Bachelor of Science, Accounting
Southern Connecticut State University

Related News

Marcum LLP Merges in Meyers, Harrison & Pia


Press Release

Marcum LLP Merges in Meyers, Harrison & Pia

Marcum LLP announced today that Meyers, Harrison & Pia, LLC and Meyers, Harrison & Pia Valuation and Litigation Support, LLC (MHP) have merged into the ....

 
 
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