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: Accurately Gauging Employee Credit Card Usage.


Big Thinking: Revised Policies To Safeguard Client Funds.

KIM GRIFFITH has more than 30 years of accounting experience and specializes in providing audit, tax and business consulting services to not-for-profit and governmental clients. She joined Schneider Downs in 2016 and provides clients with a range of services including budgeting, account systems, reviews of policies and procedures and strategic planning.
One of Kim’s clients operates multiple community-living homes and was struggling to determine if employees were using their company credit cards appropriately. Through audit procedures, they were able to uncover questionable transitions and change the credit card usage policies. “We were able to identify a new purchasing card provider for our client and assess the data that they could utilize under this new system,” said Kim. “That way, they can more effectively monitor the transactions through automated reporting which safeguards the client’s funds.” 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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