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KARI T. OWENS, JD

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[email protected]
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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: Liquidity Issues For A Local Company.

Big Thinking: New Ways To Predict And Control Cash Flows.

Shareholder STACI BROGAN has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, publicly traded registrants, and clients with complex governance structures.
One of Staci’s clients was struggling with cash flow issues and wasn’t sure how to better manage their liquidity. But Staci’s team had an in-depth knowledge of the company and a clear understanding of their operations. Through detailed benchmarking of the company’s financial results as compared to their peers, a template was created to better project cash flows and positively impact key ratios. “In addition to benchmarking performance, we were able to provide the client with an analysis to evaluate a key contract,” Brogan said. “This allowed them to negotiate better terms for the organization which also helped with their liquidity.” 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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