KARI T. OWENS, JD

Kari joined Schneider Downs in 2017. She counsels and advises clients on a wide range of complex tax issues and has extensive experience in estate and succession planning. Her expertise also includes providing services to business owners, executives and high-net worth individuals by creating effective, customized tax planning. Kari is dedicated to working with her clients to research, develop and implement each of their unique goals. Her position at the firm requires that she remain up to date on tax law and estate planning changes.

Kari is also responsible for the preparation and review of annual income tax returns, specializing in fiduciary and estate tax, private foundation tax, gift tax and individual tax returns.

Education

J.D.—University of Pittsburgh School of Law
B.A.—Environmental Studies, University of Pittsburgh

Memberships and Associations

Vice Chairman and Member— Allegheny County Bar Association, Taxation Section
Admitted to the Bar of the United States District Court for the Western District of Pennsylvania

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FEATURED

Big Problem: New Rules For Business Deductions.


Big Thinking: New Tax Planning Strategies To Save $300,000.

Shareholder EVAN OGRODNIK has been with Schneider Downs since 2005 and is one of our experts in tax compliance and planning, accounting, and financial reporting matters.
Evan’s team always worked closely with our clients’ accounting group and Schneider Downs‘ audit team. When the IRS changed the rules on the deductibility of repairs and maintenance versus capitalization of assets, a group of Schneider Downs’ tax specialists performed a deep-dive on the technical rules of this change to develop tax planning strategies for their clients.  In one particular instance, through extensive analysis of the client’s fixed asset ledgers as well as those of related-party commercial rental properties, we were able to find tax savings of approximately $300,000. “Communication with our clients is always critical,” Ogrodnik said. “Our understanding of new, complex regulations, knowledge of our client’s business and internal workings, and the trust the client had in our experts, allowed us to take advantage of tax rules and garner significant deductions.” 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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