Sue has more than 30 years of public accounting and industry expertise in 税 matters affecting not-for-profit organizations and higher education institutions. Sue is an experienced 税 and business advisor with experience in both internal and external settings, providing clients with timely, innovative and high-quality advice on a broad array of compliance, 规划, regulatory and business issues. Her clients include colleges, 大学, secondary educational organizations, arts and cultural organizations, religious organizations, business and professional associations and private foundations.
Sue’s experience includes representing clients in connection with audit representation, obtaining recognition of 税-exempt status, foreign information reporting, governance and operating issues, technical advice on matters such as public charity/private foundation qualification, intermediate sanctions, 游说, political activities, unrelated business income, executive compensation and fringe benefits as well as Form 990/990-T compliance.
Sue instructs the firm’s personnel and clients with respect to 税 issues affecting not-for-profit organizations and she is a frequent speaker on the 税ation of exempt organizations.
J.D. - University of 匹兹堡
B.A. - St. 玛丽学院
Member—American and Pennsylvania Institutes of Certified Public Accountants
Associate Member—AICPA Exempt Organization Technical Resource Panel
Member—National Association of College and University Business Officers
President—国际 Women’s Forum
Treasurer and Finance Committee Chair—Carnegie Library of 匹兹堡
Do you have a hobby/personal passion?
I love every sport with a letter K and I: skiing, biking and hiking.
What was the best advice you’ve ever received?
Treat each day as the gift that it is.
Who is your role model?
我的祖母
What was your childhood dream?
To become a ski instructor
People would be surprised to know that I…
lived in a cave for a week on the island of Corfu
What was your first job?
Switchboard operator for a convent
Do you have advice for young professionals?
Own your career but remember that it is a marathon not a sprint.
特雷弗·沃伦 joined Schneider Downs in 2001 and has more than 20 years of experience in public accounting. He mainly focuses on audit, 审查, and compilation engagements, and services a diversified number of industries from automotive to nonprofit.
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