MELANIE M. LASOTA, CPA, JD

Melanie specializes in estate and succession planning for owners and executives of closely-held businesses, which include automobile dealerships, real estate entities, construction companies, manufacturing companies and service providers. She has more than 25 years of experience advising clients on transferring wealth to succeeding generations and implementing the agreed upon plans.

Melanie also is dedicated to working with families on multigenerational planning. She regularly works with all family members from the patriarch or matriarch who leads the family, to the youngest generation desiring to learn about the wealth transfer within their family.

During her career, Melanie has been responsible for overseeing the preparation of thousands of tax returns incorporating issues such as gift tax, estate tax, inheritance tax and fiduciary income tax. Her involvement with the family members makes her extremely knowledgeable about transactions that would benefit the family. She also works with trustees and beneficiaries to maximize the funds available to the beneficiaries while minimizing the income tax burden.

With legislative changes occurring regularly in the estate and fiduciary areas, Melanie considers it her responsibility to notify the decision-makers within the family to evaluate if any changes should be made to the existing plans in light of any new laws. Once decisions are made, she continues to work with the family to implement their decisions. Melanie continuously interacts with the family’s estate planning advisors to assist with any needed changes, and to make sure all levels of the family understand those changes.

Melanie is currently the president of the Pittsburgh Youth Symphony Orchestra, previously serving as vice president, secretary and treasurer. She is also very active in her church serving as a congregational trustee, usher and lector.

Education

J.D.—Duquesne University School of Law
B.S.—Business Administration, University of Pittsburgh

Memberships and Associations

Member—American and Pennsylvania Institutes of Certified Public Accountants; Pennsylvania Bar Association; Allegheny County Bar Association
President—Board of Directors of the Pittsburgh Youth Symphony Orchestra
Prior Adjunct Professor at Duquesne University Graduate School of Business

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FEATURED

Big Problem: New Accounting Methods For Significant Refunds.


Big Thinking: Seven Figure Tax Savings.

A part of Schneider Downs since 1988, JAY MEGLICH provides auditing and consulting services to a variety of businesses and tax-exempt organizations.
While speaking with a client, the conversation turned to tax reporting for retainages held under contract. Jay suggested the client have a follow up meeting with the tax team to look into this issue in more detail and review the overall method of reporting that was being used for income tax reporting purposes. After changing their accounting methods, we filed amended returns for open tax years and were able to get the client a significant refund on prior year’s returns. Plus, this new favorable reporting method was implemented going forward. “It’s always satisfying to help clients find new and unexpected savings,” Meglich said. “This client was then able to leverage the cash flow into financing that assisted them in expanding their operations and eventually to the purchase of a larger facility to continue their growth.” 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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