MEGAN J. WHITLOCK CPA

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.

Education

B.B.A. – Accounting, University of Texas at Austin
M.A. – Professional Accounting, University of Texas at Austin

Professional and Community Involvement

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

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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.

Our Thoughts On

FEATURED

Big Problem: A Global Company Needing Better Internal Controls.


Big Thinking: A Network Of Professionals To Implement Best Practices.

Shareholder JIM YARD is Schneider Downs’ practice leader for our Risk Advisory Services Department. Jim specializes in providing risk management, internal audit, and internal control consulting services.
 One of our clients was a large consumer markets company with a global footprint. We learned that the company wanted to improve overall corporate governance and internal controls. Jim’s team was called upon to help with an evaluation since leadership at the company realized the need for a firm with international experience in multiple countries and languages. With the assistance of country-specific resources through Prime Global - one of the largest associations of independent public accounting firms in the world - and a consistent core team based in Pittsburgh, we have been able to provide the expertise necessary to develop and assist the company in building and establishing a global internal audit function, and bringing best practices across their global operations and core processes. “By accessing industry expertise, assessing risk and pulling in subject matter and international specialists, we were able to direct the company’s plans to implement best practices, mitigate risks, standardize their processes and create efficiencies throughout its operations and business units,” Jim said. “The client has recognized the success of this partnership and has gone on to award us other projects including on-going international location reviews, various operational and process reviews, systems implementation/migration, and fraud investigations.” 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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