Megan has more than 20 years of public accounting experience. Her industry focus includes energy, real estate, and private equity. She works closely with the firm’s tax teams on partnership issues.
Prior to joining Schneider Downs, Megan worked in the national tax office of both Big Four and Mid-tier firms, advising clients on compliance, mergers, acquisitions, disguised sale analysis, allocations and calculations related to section 704(c) and 743(b), partnership agreement interpretation, and wrote multiple memorandums and opinions related to partnership transactions. She is a frequent speaker and author on technical tax topics.
B.B.A. – Accounting, University of Texas at Austin
M.A. – Professional Accounting, University of Texas at Austin
Member—American Institutes of Certified Public Accountants
Member—AICPA, Beneficial Ownership Information Task Force
Member—Texas Society of Certified Public Accountants
Board Member—Boys and Girls Club of Greater Tarrant County, Club Council
Do you have a hobby/personal passion?
I love riding horses with my kids and spending time with our dogs and cats. I’m also passionate about learning new cultures, skiing, and finding quiet moments to enjoy a good book—all of which are made even better by a great cup of coffee.
What was the best advice you’ve ever received?
Be on time. It doesn’t need any context or situation, it’s just always applicable.
Who is your role model?
My grandmother.
What was your childhood dream?
As a kid I always dreamed of becoming a veterinarian and being surrounded by animals. When I used to play Barbie as a little girl, she was always a veterinarian who owned a ranch and had a full stable of horses.
People would be surprised to know that I…
Am still the same outdoorsy girl who loved playing in her grandparents recycling yard filled with scrap parts from oil and gas wells, and played the violin, First Chair, in her junior high school orchestra.
What is the best or most interesting thing about your career?
Watching the lifecycle of tax codes—from their initial concept to their codification into law and their evolution through amendments and issuing of tax regulations. They take on a life of their own and become like old friends once you have seen them through from proposals to law.
What was your first job?
Lifeguard
Do you have a “motto”? (spoken or unspoken)
Facts don’t have feelings, but people do. Balance your message so it’s not only heard, but also well-received.
When you have an hour of free time, what do you like to do?
Enjoying a book, a blanket, and a quiet room.
Do you have advice for young professionals?
Never pass up an opportunity to learn something new, even if you feel it may be outside your comfort zone. It can really set you apart from others in the future.
Big Problem: A Not-for-profit Client Out Of 401(k) Compliance.
Big Thinking: Allowing More Contributions By Highly Paid Employees.
Email us: [email protected]
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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