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MATTHEW C. WERNER CPA

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[email protected]
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Matt is a tax shareholder with more than 19 years of experience serving public, private and emerging growth global organizations. He currently works with domestic and global clients in numerous industries, including retail, transportation and logistics, distribution, manufacturing, healthcare and technology.

Matt has extensive experience in federal and state income tax compliance, as well as tax accounting calculations and reviews. He also has extensive experience in federal and state taxes for multiple different entity types, including pass-throughs and corporations.

Education

B.S.- Accounting, Duquesne University

Professional and Community Involvement

Leader—Schneider Downs Transportation and Logistics Industry Group

Co-Leader— Schneider Downs Employee Retention Credit Practice

Member—American and Pennsylvania Institutes of Certified Public Accountants

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Do you have a hobby/personal passion?   
When I have downtime, I enjoy playing golf, cooking, and watching sports/gameshows on television.

What was the best advice you’ve ever received?   
Knowledge and relationships are keys to almost every aspect in our daily lives.

Who is your role model? 
My parents have always been my role models.  They instilled the values of family, hard work, and perseverance through adversity.

What was your childhood dream? 
Be an offensive lineman in the NFL or a professional racecar driver.

If you could go back in time, what advice would you give your college self? 
You are not as busy as you think you are – study a little harder and take advantage of the free time.

People would be surprised to know that I… 
I went to college to become a dentist.

What is the best or most interesting thing about your career? 
Every day is different and I rarely do the same thing more than twice.

What was your first job? 
Cooking pizza, hoagies, and making ice cream at a local pizza restaurant.

Do you have a “motto”? (spoken or unspoken) 
There is no such thing as a free lunch!

When you have an hour of free time, what do you like to do?
Spend time with my family and friends.

Do you have advice for young professionals? 
Work with people/teams that you can learn from and grow.

Our Thoughts On

FEATURED

Big Problem: A Not-for-profit Client Out Of 401(k) Compliance.

Big Thinking: Allowing More Contributions By Highly Paid Employees.

Shareholder JASON LUMPKIN serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.
While working with one of our non profit clients, Jason’s team discovered that the organization was failing non-discrimination testing due to poor 401(k) participation among its employees. To address the issue, we recommended the implementation of a second retirement plan, a 403(b) plan, that would cover only the highly paid employees, allowing them to contribute the maximum amounts without concern for the limits imposed by the 401(k) plan’s non-discrimination testing. “These top employees were no longer constrained by the limits of the 401(k) plan testing results,” Jason said. “Plus, the organization no longer had to be concerned about the non-discrimination test. We also avoided implementing a “safe harbor” design in the 401(k) plan, which can result in costly employer contributions and vesting provisions that favor short-term employees.” 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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