Experience Reliability
Sue joined the firm in October 1992 after three years in the tax department of Deloitte & Touche. She manages the firm's Individual Tax Group with Timothy L. Chesser, CPA, and is responsible for the supervision and review of individual tax returns, tax planning for individuals and assisting with representation before taxing authorities.
Specializing in the taxation of individuals, Sue’s experience includes high net worth clients, investors in Passive Foreign Investment Companies and Hedge Fund partnerships, owners of Controlled Foreign Corporations, securities and commodity traders, expatriate tax returns, nonresident alien taxation and multiple state filings. Sue also works with individual clients to ensure compliance in reporting offshore trusts, investments in foreign corporations and foreign partnerships and their foreign bank accounts.
Sue has given tax seminars to U.S. taxpayers living abroad and to foreign taxpayers relocating to the U.S. She also participates in the instruction of in-house continuing professional education and has written a number of articles for the Managed Futures Association including articles related to the tax consequences of futures losses as well as estate tax planning strategies.
Sue is a graduate of the University of Cincinnati and earned Bachelors in Business Administration with dual majors in accounting and finance. She is certified in Ohio and Maryland and is a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.
