STACI L. BROGAN CPA

Staci has more than 25 years of public accounting experience, including 10 with an international firm. She is currently Managing Shareholder – Audit. She has devoted her career to serving tax-exempt clients specializing in the healthcare, not-for-profit (human services, economic development, arts and cultural, and religious organizations) and higher education sectors. In addition, her areas of expertise also include serving clients with complex governance structures and those who participate in the public markets.

From start-ups to well-established organizations, Staci provides exceptional client service through technical advisory, accounting and assurance services to her client base.

Additionally, Staci is a member of the firm’s Not-for-Profit Industry Group and is a frequent speaker on technical accounting and governance matters that impact not-for-profit organizations, including key policies, internal control assessments and adoption of new standards.

Education

B.S.B.A. – Accounting, Duquesne University

Professional and Community Involvement

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What was the best advice you’ve ever received?
My Dad has always been great about giving me advice that is relevant no matter what I do. His favorite saying is “no matter what you do, do it well.”

What is the best or most interesting thing about your career?
I love my career because of all the wonderful people with whom I have the opportunity to work.

What was your first job?
I was a babysitter.

When you have an hour of free time, what do you like to do?
I have kids…don’t make me laugh (but they are my passion)

Our Thoughts On

FEATURED

Big Problem: The Tax Implications Of Overseas Valuations.


Big Thinking: $1 Million In Tax Savings.

Shareholder MARY RICHTER has more than 20 years of public accounting experience since joining Schneider Downs in 2002. She has expertise with domestic and international tax planning, state tax nexus, tax credits, accounting for income taxes, and specific transaction planning and implementation.
One of Mary’s clients was reorganizing their overseas operating structure and wanted to move certain assets to different jurisdictions. The client had been purchased by a Private Equity group and called us about updating a valuation we had previously done for the business. In addition to working through the valuation questions, we were able to identify an opportunity to revise their restructuring plan to avoid taxation of a significant portion of the transactions. “By asking questions, having a strong understanding of their needs, and collaborating with the client, we were able to save them roughly $1 million in taxes,” Mary said. “Plus, our plan enabled them to generate future tax deductions overseas to offset the current cost of restructuring. We also saved them substantially on fees.” 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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