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Susan Smith, CPA

Susan Smith

Surgent
Radnor, PA

Susan Smith, CPA, manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Earlier in her career, Susan was a senior manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Susan led the real estate and tax practices locally. She is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching, and in 2015, 2016, and 2018, Susan received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills.

Conference session(s)

Session G1: Tuesday, 8 – 9:25 a.m.
G1. Navigating the Secure Act 2.0

Session H2: Tuesday, 9:45 – 10:35 a.m.
H2. Cryptocurrency and NFTs: The New Frontier

Session I2: Tuesday, 10:55 a.m. – 12:10 p.m.
I2. Mastering the Inflation Reduction Act