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MNCPA Tax Conference

Susan Smith, CPA

Susan Smith

Surgent
Radnor, PA

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. She 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, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Smith 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, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills.

Conference session(s)

Session B2: Monday, 9:20 – 10:35 a.m.
B2. Choosing the Right Business Entity

Session C1: Monday, 10:55 a.m. – 12:10 p.m.
C1. Section 754 Step-Up in Basis: Understanding the Tax issues for Partnerships and LLCs

Session D1: Monday, 1 – 1:50 p.m.
D1. What Tax Practitioners Need to Know About Medicare

Other MNCPA courses by this speaker

22SR-0033: Estate and Life Planning Issues for the Middle-Income Client (In-person)
10/26/2022 - Bloomington, MN

22SR-0034: Surgent's Individual Tax Planning Ideas (In-person)
10/27/2022 - Bloomington, MN

22SR-0035: Key Partnership and S Corporation Tax Planning Strategies (In-person)
10/27/2022 -