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.
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 firm's Tax Practice
- 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. While her twin sons are in college, she continues to volunteer for the Boy Scout troop where they both earned their Eagle Rank, and she serves as a block captain for her residential community. Sue enjoys spending time with her family and going on weekend trips with long-time friends.