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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

Mackenzie Hughes Attorney Mary Anne Cody Receives Community Service Award

Mary Anne Cody was awarded the Community Award for outstanding volunteer service to the Camillus Fire Department by Chiefs Douglas Groesbeck and Jim McBride on January 17, 2015. Cody, a partner at Mackenzie Hughes LLP, is an honorary member of the Camillus Fire Department. She is also a member of the Le Moyne College Board…

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Camillus Resident Mary Anne Cody Receives Vera House Special Recognition Award

Vera House recently honored Camillus resident Mary Anne Cody with a Vera House Special Appreciation Award for her dedication and service to the organization. Cody, a partner at Mackenzie Hughes LLP, is the immediate past president, and former treasurer of the Vera House Board of Directors. Cody currently is a member of the LeMoyne College…

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Blog

Successful Family Business Succession Planning or How to Become a Member of the Henokiens Association

A common goal of owners of family-held businesses is for the business to survive for generations to come while still being owned or managed by the family.  The odds do not favor the survival of family businesses to the third generation.  Yet, there are businesses which do survive and survive very well for many generations. …

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How to Break Up with Your Service Provider

Have you ever tried to end a service contract only to be told your request is too late, as the contract you signed contained an automatic renewal provision?

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The Best Gift To Your Family (and it doesn’t cost a thing)

There is one gift you can easily assemble in under ten minutes, at no cost, that will someday be greatly appreciated by your loved ones. A letter of instruction can provide great comfort and relief to your family when you are not available to provide guidance in person.

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