GREGORY L. ALLISON JD, CPA/PFS, CFP®

Greg focuses on estate and succession planning for business owners, executives, and high-net-worth individuals. He frequently advises clients in the automotive, oil and gas, transportation, construction and real estate industries. Greg also assists clients with researching, understanding and planning through complex tax issues impacted by multiple aspects of federal and state tax laws.

Greg is also responsible for the preparation of annual income tax returns for estates and trusts in addition to the preparation of gift tax returns, federal estate tax returns and state inheritance tax returns.

Education

J.D. – Duquesne University School of Law
B.S. – Actuarial Studies, Accounting and Business Administration, Thiel College

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants

Member—American and Pennsylvania Bar Associations

Member—The Pittsburgh Foundation Professional Advisory Council

Treasurer—Board of Directors of Manchester Youth Development Center

SHARE

Do you have a hobby/personal passion? 
Hockey

What was the best advice you’ve ever received? 
We have two ears and one mouth for a reason. The importance of active listening cannot be overstated.

Who is your role model?
My maternal great-grandfather. It is a long story but I love sharing it.

What was your childhood dream?
To play in the NFL.

If you could go back in time, what advice would you give your college self? 
Relax and have no fear. You have so much up ahead. You should see your wife and kids!

People would be surprised to know that I…
I’m related to Abraham Lincoln (through a few marriages)

What is the best or most interesting thing about your career? 
To be able to meet, advise, and learn from so many types of people from so many industries and backgrounds.

What was your first job? 
I stocked shelves at a local grocery store.

Do you have a “motto”? (spoken or unspoken)
I believe that life is 10% of what happens to us and 90% how we respond to it.

When you have an hour of free time, what do you like to do? 
Home improvement projects.

Our Thoughts On

FEATURED

Big Problem: Inefficient Tax Credit Realization.


Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Joining Schneider Downs in 2004, DOUG MORALLY has more than 14 years of public accounting experience. He serves a variety of clients from not-for-profit, construction, retail, transportation, manufacturing industries and professional services.
One of Doug’s clients, a professional services company, was looking to transition their Research and Development (R&D) study to Schneider Downs to save money and maximize the R&D tax credit. Doug’s team was able to use their expertise to expand the sample of projects reviewed in 2019 and increase the net R&D credit. “This expansion helped identify an R&D tax credit of almost $900,000—almost double what have been identified in previous years,” said Doug. “We were able to help our client save significant money and maximize their R&D tax credit.” 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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