CARLEY R TASLOV CPA

Carley is a shareholder in the Risk Advisory Services practice. She joined Schneider Downs in 2009 and has experience in a variety of external and internal audits. Carley specializes in internal audit, Sarbanes-Oxley compliance work, risk assessments and business process optimizations.

Over the past 13 years, Carley has lead multiple teams in internal audit co-sourcing and outsourcing relationships. This experience includes performing Sarbanes-Oxley compliance work for a large international retail organization and completing internal audits and business process reviews and optimizations for clients in a variety of industries. She also services as a leader of the firm’s Digital Transformation Services. Carley began her career at Schneider Downs in the external audit group, where she obtained experience in a variety of industries, including transportation and logistics, manufacturing, and energy and resources.

Carley is committed to exceeding client expectations by providing prompt responses, clear communications, and the highest level of service and satisfaction to clients.

Education

B.S.—Accounting, Washington & Jefferson College

Professional and Community Involvement

Member—Pennsylvania Institute of Certified Public Accountants
Member—Institute of Internal Auditors
Board Member—Lending Hearts

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Do you have a hobby/personal passion?   
I love playing and coaching field hockey.

What was the best advice you’ve ever received?   
Be kind, always.  You never know what someone else is going through or when you may cross paths again.

People would be surprised to know that I…  
Ran a full marathon

What is the best or most interesting thing about your career? 
Each day is different, so it always keeps things fresh.

What was your first job?    
Restaurant hostess at a local restaurant, where I later became a server.

When you have an hour of free time, what do you like to do?    
Play outside with daughters

Do you have advice for young professionals?  
Don’t be afraid to take chances and try something new, but also learn when to say “No.”
You have to find that balance  – in order to make a big impact, you need to have the time and energy to do so.

Our Thoughts On

FEATURED

Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.


Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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