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.

Education

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

Memberships and Associations

Member—American and Pennsylvania Bar Associations
Member—The Pittsburgh Foundation Professional Advisory Council

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Big Problem: New Rules For Business Deductions.


Big Thinking: New Tax Planning Strategies To Save $300,000.

Shareholder EVAN OGRODNIK has been with Schneider Downs since 2005 and is one of our experts in tax compliance and planning, accounting, and financial reporting matters.
Evan’s team always worked closely with our clients’ accounting group and Schneider Downs‘ audit team. When the IRS changed the rules on the deductibility of repairs and maintenance versus capitalization of assets, a group of Schneider Downs’ tax specialists performed a deep-dive on the technical rules of this change to develop tax planning strategies for their clients.  In one particular instance, through extensive analysis of the client’s fixed asset ledgers as well as those of related-party commercial rental properties, we were able to find tax savings of approximately $300,000. “Communication with our clients is always critical,” Ogrodnik said. “Our understanding of new, complex regulations, knowledge of our client’s business and internal workings, and the trust the client had in our experts, allowed us to take advantage of tax rules and garner significant deductions.” 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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