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 Associations, 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: Inefficiency In Data Extraction And File Conversion.


Big Thinking: Use Proprietary Software To Do What Once Took Days In Just Hours.

Shareholder TED PETTKO has extensive experience with public and privately owned companies from a diverse group of industries, and he’s been with Schneider Downs since 1997.
Ted's team implemented a solution for a client who had an ongoing need to extract data from one platform and enter it into another. The manual process they had in place was not only cumbersome and time consuming, but it also resulted in an unclean format. Using proprietary data analysis software, IDEA, the team helped the client extract an entire year of information into a clean format in a matter of hours. Previously, it had taken the client several days to perform the extraction. "Our efforts on behalf of our client enhanced their timeliness and efficiency," Pettko said. "Using data analysis software in the audit profession gives us the ability to extract information in a fraction of the time, summarize the data and produce high-level analytics to support our audit opinion. Ultimately it's a win-win." 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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