Make A Payment
Client Portal
Contact us
Contact us

LAUREN E. WEDDELL CPA

CONTACT
[email protected]
DOWNLOAD VCARD

Lauren has been with the firm since 2004 and has experience serving a variety of clients in the manufacturing, real estate, not-for-profit and professional services sectors, including publicly traded companies. Through this experience, Lauren has a focus in regulatory compliance and complex investment portfolios. She also has significant experience auditing employee benefit plans, including 11-K filings.

Lauren is responsible for the management and coordination of selected audits, as well as the delivery of the firm’s accounting, assurance, tax and business advisory services to her client base. These responsibilities require an extensive knowledge of financial reporting requirements and operational and organizational concerns of the entities served.

Education

B.S.B.A. – Accounting, University of Pittsburgh

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants

Emeritus Member & Audit Committee Chair—Board of Directors, Manchester Bidwell Corporation

Member & Treasurer—Board of Directors, Catholic Charities of the Diocese of Pittsburgh

Leadership Development Initiative XXIII Graduate

Member—Schneider Downs Not-for-Profit Focus Group

Member—Schneider Downs Manufacturing Industry Group

Member—Schneider Downs Audit Technical and Advisory Committee

SHARE

Do you have a hobby/personal passion?  
Traveling

What was your childhood dream?  
To become a veterinarian

People would be surprised to know that I…
have run a full marathon and completed a Tough Mudder

What is the best or most interesting thing about your career?  
There is never a dull moment.

What was your first job?  
Planting and picking vegetables in the fields at a local farm and greenhouse.

Do you have a “motto”? (spoken or unspoken)  
“If you don’t like something, change it.  If you can’t change it, change your attitude.”  Maya Angelou

When you have an hour of free time, what do you like to do?  
Hiking with my husband and our two dogs.

Our Thoughts On

FEATURED

Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.

Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” 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.
READ MORE
see more case studies

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.
Ask Us