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: Large Tax Burden In The Succession Plans Of A Family Business.


Big Thinking: Creating A Grantor Trust To Save $1.5 Million.

GREG ALLISON is responsible for estate and succession planning for business owners, executives and high-net-worth individuals. He also prepares annual income tax returns for estates and trusts in addition to gift tax returns, federal estate tax returns and state inheritance tax returns.
One of Greg’s clients was a father wanting to retire and give his son 100% ownership of their company. Giving his 80% share in the company would result in a $1.5 million tax due on redemption. Greg’s team was able to avoid the $1.5 million tax and introduce asset protection by having the father creator a grantor trust instead. “By creating a grantor trust, the father was able to sell his shares under the same terms as redemption but save money since no gain is recognized on the sale,” said Greg. “We were also able to integrate asset protection into the structure and procure the recurring tax and attest services.” 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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