Sue McGovern

Sue McGovern, CPA Partner, Tax

Working primarily with individuals having complex tax situations, Sue focuses on getting to know clients on a personal level so she can advise them in a way that works best for them. Her goal is to ultimately minimize the burden of tax planning so her clients can focus on other areas of their lives.

Location: Baltimore Email: Phone: 410.771.0001

Credentials & Education

  • Certified Public Accountant (Ohio and Maryland)
  • B.S.B.A. in accounting and finance, University of Cincinnati

Sue specializes in the taxation of high-net-worth individuals, investors in Passive Foreign Investment Companies and hedge fund partnerships, owners of Controlled Foreign Corporations (CFCs), securities and commodity traders, expatriates, nonresident aliens and taxpayers with multiple state filings. Sue also works with individual clients to ensure compliance in reporting offshore trusts, investments in foreign corporations, as well as foreign partnerships and their foreign bank and securities accounts. With national firm experience in her background, Sue also serves as a great resource for businesses in the Baltimore community and nationwide who have expats and inpats with complex U.S. tax returns.

  • Involved in mentoring, development and technical training for the Investment Industry Services Division
  • Baltimore Estate Planning Council
  • Frequent speaker to U.S. taxpayers living abroad and to foreign taxpayers relocating to the U.S.
  • Has published numerous articles for Managed Futures Association on tax consequences of futures losses and estate tax planning strategies
  • Maryland Association of CPAs
  • American Institute of CPAs
  • Boy Scout Troop 102 Committee
Sue lives in the community of Anneslie in Baltimore County, Maryland, with her husband and twin sons. Her boys’ school and Boy Scout activities keep her busy outside of work. In addition to serving as a block captain for her residential community, during rare free moments Sue can be found reading, spending time with her family, and going on weekend trips with long-time friends.