STACI L. BROGAN CPA

Staci has over 20 years of public accounting experience, including 10 with an international firm. She is currently practice leader of the Schneider Downs Accounting, Assurance and Advisory Services Department. She has devoted her career to serving tax-exempt clients specializing in the not-for-profit (human services, economic development, arts and cultural, and religious organizations), higher education, and healthcare sectors. In addition, her areas of expertise include serving clients with complex governance structures and those who participate in the public markets. She has extensive experience serving publicly traded registrants that qualify as smaller reporting companies as well as accelerated filers. Her experience includes conducting integrated audits, quarterly reviews, public offerings and related comfort letter procedures. From start-ups to well-established companies, Staci provides exceptional client service through technical advisory, accounting and assurance services to her client base.

Staci serves a key role in the firm’s quality control and risk assessment process. She is the Director of Technical Matters for the firm and, as Assurance and Advisory chair, she leads the firm’s Assurance Technical Advisory Committee (ATAC), which is the governing body of the practice. In addition, she is a member of the Higher Education Industry Group, and leads the firm’s Not-for-Profit Industry Group and the SEC Practice Group.

She is a frequent speaker on technical accounting and governance matters.

Education

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

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants
Practice Unit Leader—Accounting Assurance and Advisory Services
Director of Technical Matters—Schneider Downs Assurance Technical Committee
Member—AICPA Not-for-Profit Section
Member—National, Eastern and Ohio Association of College and University Business Officers
Chair of the Board of Directors—Holy Family Institute

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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: Emerging Technology Client Unaware Of Sales Tax Requirements Upon Exit


Big Thinking: Perform Multi-jurisdictional Tax Exposure Analysis To Ensure Compliance

Shareholder TREVOR WARREN joined Schneider Downs in 2001 and has more than 20 years of experience in public accounting. He mainly focuses on audit, review and compilation engagements, and he services a diversified number of industries, from automotive to nonprofit. He also leads the firm’s Emerging Technology Services Group.
When one of the firm’s emerging technology clients was making plans to sell their business, Trevor and his team noticed that they were unaware of sales tax filing requirements. Knowing from experience how complex such requirements can be for emerging technology companies who sell products across multiple taxing jurisdictions, Trevor and his team understood that this missing piece would pose issues during due diligence and could negatively impact the client’s sale. To help ensure that the sale went smoothly, Trevor and his team suggested that the Schneider Downs state and local tax group perform a sales tax nexus study on the company. The group performed an analysis on both the client’s material revenue streams and the sales tax reporting requirements in the jurisdictions where they had customers. Then, Trevor and his team used that information to estimate the client’s total tax exposure, pinpoint the jurisdictions with significant exposure and help draft Voluntary Disclosure Agreements in those the jurisdictions. “We know that these requirements can be hard on early-stage companies when they have limited staff and revenue generation is a primary focus,” said Trevor. “By doing this analysis and going through the voluntary disclosure agreement process, we were able to get the company compliant with their sales tax filing requirements at a significantly reduced cost.” In addition, this process eliminated tax issues and exposure for the company upon exit. 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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