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Susan Smith, CPA

Surgent

Susan Smith Susan Smith, CPA, manages her own firm, which specializes in tax planning for individuals and business owners and is a frequent speaker at tax conferences. Smith was a senior manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG) and an associate adjunct professor at Widener University in the master’s taxation program.



Seminars led by Susan Smith

Date Course
6/4/2024 24SR-0009: This Year's Best Income Tax, Estate Tax and Financial Planning Ideas (In-person)
6/5/2024 24SR-0010: Social Security and Medicare: Planning for You and Your Clients (In-person)

Webinars led by Susan Smith

Date Webinar
10/23/2024 24SR-0028: IRS Tax Examinations and Hot Issues (Virtual)
10/23/2024 24SR-0029: Buying and Selling a Business: Tax and Structuring Overview (Virtual)
10/24/2024 24SR-0030: Top Ten Questions from Partnership Clients Regarding the Section 754 Election (Virtual)
10/24/2024 24SR-0031: The Top Five Tax Issues in Dealing with LLCs and Partnerships (Virtual)