WOODROW M. MORRIS CPA

Woody is a shareholder in the Tax Advisory Services Department. He has been practicing in various areas of tax compliance and consulting in public accounting since 2009. He is experienced in working with the management of closely held businesses in implementing tax-planning strategies, as well as providing private equity and capital groups with tax forecast, advisory and compliance-related services. He also assists clients in identifying and applying for a variety of federal, state and local tax incentive programs.

Over his career, Woody has led tax engagements for privately held companies as well as for the sponsors of widely held syndications in industries such as real estate, natural resources and construction.

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants
Member/Chair —PIOGA tax committee
Member—NAIOP Pittsburgh Chapter

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Do you have a hobby/personal passion?
Travel

If you could go back in time, what advice would you give your college self?
Put more time into the social side of college versus the academic side.

What is the best or most interesting thing about your career? 
Working and interacting with a diverse group of clients and owners.

What was your first job? 
Summer farmhand at a local farm.

Do you have a “motto”? (spoken or unspoken)
Improvement is never linear.

When you have an hour of free time, what do you like to do?
A cigar outside – weather permitting!

Do you have advice for young professionals?
Satisfaction with your work has less to do with the work itself, and more to do the people with whom you are working.

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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