Spencer Fane Grows Tax, Trusts, & Estates Group in Phoenix with Addition of Samuel DiPietro
11/02/2023
Spencer Fane Grows Tax, Trusts, & Estates Group in Phoenix with Addition of Samuel DiPietro
Spencer Fane LLP is pleased to announce Samuel DiPietro joined the Tax, Trusts, & Estates practice group as an associate in the firm’s Phoenix office.
With a detail-oriented mindset, Samuel collaborates with families and their advisors to create customized estate plans that address the specific needs of each family, ensuring the protection and seamless transfer of wealth. A certified public accountant, Samuel holds two advanced degrees in taxation and specializes in the design and implementation of advanced estate planning concepts and tax structuring matters, creating unique solutions that satisfy immediate needs while planning future success for high-net-worth individuals and their businesses.
“Our clients continue to express a need to structure business transactions and arrange their personal and financial affairs to position themselves in the most advantageous position for achieving both short- and long-term objectives,” said David Funkhouser, Office Managing Partner for Spencer Fane in Phoenix. “Sam strengthens our existing wealth management team in the Phoenix office; and the Spencer Fane commitment to addressing the full range of needs related to not only financial stability and operational success but also protecting valuable assets and generational wealth.”
Samuel is actively involved in the community as an adjunct professor at Grand Canyon University, as a member of the continuing education committee for the Financial Planning Association of Greater Phoenix, and as a member of the Central Valley Estate Planning Council. He completed his undergraduate studies at the Arizona State University’s W. P. Carey School of Business and later completed a Master of Tax and Taxation at the same institution. Samuel added a Master of Laws in Taxation and earned his Juris Doctor from Northwestern University’s Pritzker School of Law.
Prior to attending law school, Samuel worked as a tax associate at a leading global accounting firm where he focused on U.S. and International tax compliance matters. He also gained valuable experience as an extern at the Internal Revenue Service’s Office of Chief Counsel, Large Business & International Division.
Spencer Fane Grows Tax, Trusts, & Estates Group in Phoenix with Addition of Samuel DiPietro
With a detail-oriented mindset, Samuel collaborates with families and their advisors to create customized estate plans that address the specific needs of each family, ensuring the protection and seamless transfer of wealth. A certified public accountant, Samuel holds two advanced degrees in taxation and specializes in the design and implementation of advanced estate planning concepts and tax structuring matters, creating unique solutions that satisfy immediate needs while planning future success for high-net-worth individuals and their businesses.
“Our clients continue to express a need to structure business transactions and arrange their personal and financial affairs to position themselves in the most advantageous position for achieving both short- and long-term objectives,” said David Funkhouser, Office Managing Partner for Spencer Fane in Phoenix. “Sam strengthens our existing wealth management team in the Phoenix office; and the Spencer Fane commitment to addressing the full range of needs related to not only financial stability and operational success but also protecting valuable assets and generational wealth.”
Samuel is actively involved in the community as an adjunct professor at Grand Canyon University, as a member of the continuing education committee for the Financial Planning Association of Greater Phoenix, and as a member of the Central Valley Estate Planning Council. He completed his undergraduate studies at the Arizona State University’s W. P. Carey School of Business and later completed a Master of Tax and Taxation at the same institution. Samuel added a Master of Laws in Taxation and earned his Juris Doctor from Northwestern University’s Pritzker School of Law.
Prior to attending law school, Samuel worked as a tax associate at a leading global accounting firm where he focused on U.S. and International tax compliance matters. He also gained valuable experience as an extern at the Internal Revenue Service’s Office of Chief Counsel, Large Business & International Division.
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