TREVOR P. WARREN CPA

Trevor joined the firm in August 2001. Trevor has more than 20 years of experience in public accounting. He possesses extensive experience with audit, review and compilation engagements. Trevor is committed to providing the highest level of quality accounting services to a broad array of medium to large private companies, and closely held companies.

Trevor services a diversified number of industries, including: manufacturing, distributing, automotive, construction, professional services and nonprofit. He leads the firm’s Emerging Technology Industry group and is also a member of the Construction and Automotive groups.

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Do you have a hobby/personal passion?  
When not spending time with my wife and 3 kids, I enjoy running.

What was the best advice you’ve ever received?  
I have received a lot of good advice, but something that sticks out is: the night before I started at Schneider Downs (my first job after college) my dad said to me “make sure that this is something that you enjoy, because you will be working for the next 40 years”

Who is your role model?
I have multiple role models. Nobody is perfect. I try to duplicate the positive attributes in people and learn from their flaws.

What was your childhood dream?
To be a trash man (the guy that rode on the back of the truck).

If you could go back in time, what advice would you give your college self? 
Invest in Facebook

People would be surprised to know that I…
Vended cotton candy and lemonade at Cleveland Indians games (1997 – 1999)

What is the best or most interesting thing about your career?   
I started my career (August 2001) at Schneider Downs and my parents have sent a cake to the office for my birthday every year.

What was your first job?   
I was on the maintenance crew and picked up trash at Blossom Music Center.

When you have an hour of free time, what do you like to do?  
Watch poker on TV and play poker if I can get more than an hour of free time.

Do you have advice for young professionals?
Meet as many people as you can and make connections. You never know where they will end up and what they will be doing in 10 to 15 years.

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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