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Mary Anne Cody

Partner

Mary Anne’s practice concentrates on financial planning issues for businesses and individuals. Her areas of emphasis include estate planning, fiduciary compliance and business tax and succession planning. Mary Anne also consults with businesses on ERISA employee plan matters including retirement and welfare benefit plans. In addition, she acts as general counsel for numerous not for profit entities advising on all matters from formation to dissolution to governance. Prior to joining Mackenzie Hughes, Mary Anne practiced as a Certified Public Accountant with both national and regional accounting firms. Her experiences ranged from tax compliance to the review of audited financial statement tax footnotes for public companies, to estate and financial planning for high net worth individuals. Mary Anne lives in Camillus with her husband Bill and sons Will and Ned.

  • Restructure of a $20 million plus Company to allow next generation succession
  • Successfully filed for the approval of the Federal Department of Labor for a Plan voluntary compliance submissions
  • Oversaw the beneficial merger of two not for profit entities
  • Successfully defended valuation discounts in an estate valuation on a federal estate tax audit
  • Successfully defended a client’s sales tax methodology upon audit

Current:

  • Director of the Central New York Estate Planning Council
  • Director of the Samaritan Center
  • Boy Scouts of America merit badge counselor
  • Volunteer for the Onondaga County Surrogate Court Clinic
  • Frequent lecturer on Trusts & Estates, ERISA and non-for-profit issues

 

Prior:

  • Co-chair of the Charitable Planning Committee of the Trusts & Estates section of the New York State Bar Association
  • Chair of the Vera House Board of Directors
  • President of the Mother Marianne Cope Shrine Museum
  • Director of Aurora
  • Director of Literacy Volunteers of Greater Syracuse
  • Member of the Le Moyne College Board of Regents
  • Co-author of “Warren’s Heaton on Surrogate’s Court Practice” Volume 10 New York and Federal Estate Taxes (Annual Updates)
  • Chiefs Award-Camillus Fire Department in 2013
  • Vera House – Special Appreciation award in 2010
  • Bachelor of Science degree from Le Moyne College
  • Juris Doctorate from California Western School of Law
  • New York State Certified Public Accountant
  • New York State Bar

News

Phase Four of COVID19 Requirements for New York Business Re-Openings and Statewide Guidelines for Certain Industries

Central New York will enter Phase 4 of the COVID19 New York State business re-opening on Friday June 26, 2020.  New York State will be allowing the re-opening of businesses by region in four phases as follows: Phase 1:  Construction, Agriculture, Forestry, Fishing and Hunting, Retail (limited to curbside or in-store pickup/drop off), Manufacturing and…

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New York State Phase 3 Requirements for Business Re-Openings

New York State has released the requirements for those businesses in Phase 3 of re-opening.  Central New York is now authorized to begin Phase 3. New York State is allowing the re-opening of businesses by region in four phases as follows, with the businesses in the Phases being expanded from the original list to now…

Read more

New York State Release Phase 2 Requirements for New York Business Re-Openings

New York State has released the requirements for those businesses in Phase 2 re-opening.  Central New York is now authorized to begin the Phase 2 re-opening. New York State is allowing the re-opening of businesses by region in four phases as follows, with the businesses in the Phases being expanded from the original list to…

Read more

Blog

Phase Four of COVID19 Requirements for New York Business Re-Openings and Statewide Guidelines for Certain Industries

Central New York will enter Phase 4 of the COVID19 New York State business re-opening on Friday June 26, 2020.  New York State will be allowing the re-opening of businesses by region in four phases as follows: Phase 1:  Construction, Agriculture, Forestry, Fishing and Hunting, Retail (limited to curbside or in-store pickup/drop off), Manufacturing and…

Read more

New York State Phase 3 Requirements for Business Re-Openings

New York State has released the requirements for those businesses in Phase 3 of re-opening.  Central New York is now authorized to begin Phase 3. New York State is allowing the re-opening of businesses by region in four phases as follows, with the businesses in the Phases being expanded from the original list to now…

Read more

New York State Release Phase 2 Requirements for New York Business Re-Openings

New York State has released the requirements for those businesses in Phase 2 re-opening.  Central New York is now authorized to begin the Phase 2 re-opening. New York State is allowing the re-opening of businesses by region in four phases as follows, with the businesses in the Phases being expanded from the original list to…

Read more