Sue has more than 30 years of public accounting and industry expertise in tax matters affecting not-for-profit organizations and higher education institutions. Sue is an experienced tax and business advisor with experience in both internal and external settings, providing clients with timely, innovative and high-quality advice on a broad array of compliance, planning, regulatory and business issues. Her clients include colleges, universities, secondary educational organizations, arts and cultural organizations, religious organizations, business and professional associations and private foundations.
Sue’s experience includes representing clients in connection with audit representation, obtaining recognition of tax-exempt status, foreign information reporting, governance and operating issues, technical advice on matters such as public charity/private foundation qualification, intermediate sanctions, lobbying, political activities, unrelated business income, executive compensation and fringe benefits as well as Form 990/990-T compliance.
Sue instructs the firm’s personnel and clients with respect to tax issues affecting not-for-profit organizations and she is a frequent speaker on the taxation of exempt organizations.
J.D. – University of Pittsburgh
B.A. – St. Mary’s College
Member—American and Pennsylvania Institutes of Certified Public Accountants
Associate Member—AICPA Exempt Organization Technical Resource Panel
Member—National Association of College and University Business Officers
President—International Women’s Forum
Treasurer and Finance Committee Chair—Carnegie Library of Pittsburgh
Do you have a hobby/personal passion?
I love every sport with a letter K and I: skiing, biking and hiking.
What was the best advice you’ve ever received?
Treat each day as the gift that it is.
Who is your role model?
My grandmother
What was your childhood dream?
To become a ski instructor
People would be surprised to know that I…
lived in a cave for a week on the island of Corfu
What was your first job?
Switchboard operator for a convent
Do you have advice for young professionals?
Own your career but remember that it is a marathon not a sprint.
Big Problem: A Limited Employee Benefit Plan.
Big Thinking: Increased Contributions And Employee Retention.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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