Maggie Gompers-Havelka, JD, MBA

Maggie focuses on estate, succession planning and individual taxation for business owners, executives and high-net-worth individuals. She assists clients with researching and planning through complex tax issues impacted by multiple aspects of federal and state tax laws. Maggie is also responsible for reviewing the preparation of tax returns incorporating issues such as individual income tax, gift tax, estate tax, inheritance tax and fiduciary income tax.

Professional and Community Involvement

Member—American and Pennsylvania Bar Associations

Education

J.D.—West Virginia University
M.B.A.—West Virginia University
B.A.—University of Findlay

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Do you have a hobby/personal passion?
I enjoy playing sports with my kids, traveling with my husband, and cooking.

Who is your role model?
My parents.

People would be surprised to know that I…
Played college basketball.

Do you have a “motto”? (spoken or unspoken)
Work hard and be kind.

When you have an hour of free time, what do you like to do?
I’m always up for anything with my three kids—spending time with them is my greatest joy.

Do you have advice for young professionals?
Be consistent and disciplined with your work, find a mentor, and be a good teammate.

Our Thoughts On

FEATURED

Big Problem: Organization Severely Impacted By Covid-19.


Big Thinking: Identify And Claim Over $1.1m In Refundable Credits.

With over 14 years of experience, MATTHEW WERNER is a tax shareholder with expertise in serving public, private, and emerging global organizations. He has worked with domestic and global clients in numerous industries including transportation, manufacturing, technology, and healthcare.
During frequent communication throughout the pandemic, Matthew realized one of his clients was struggling with a significant drop in gross receipts. Matthew and his team continually monitor legislative tax changes and noticed previously excluded organizations that received PPP loans and were now also eligible for employee retention credits. “Once we noticed an area of opportunity related to the Employee Retention Credit, we were able to calculate the credit available while navigating PPP forgiveness to ensure maximizing both programs,” said Matthew. “In the end, we identified and claimed over $1 million in refundable credits and the clients were thrilled.” 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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