Susan Morrison, CPA, is a principal in the Tax and Accounting Department at MBAF. She began her outstanding career in public accounting in 1990 and she has been applying her unique skills and knowledge with MBAF since 1997.
Susan is well-versed in all aspects of accounting, tax, consulting and business advisory services for closely-held businesses and individuals. She takes a “hands-on” approach, providing valuable knowledge, experience and expertise particularly to small business owners and entrepreneurs. Her expertise spans a wide-range of industries, including healthcare, professional services firms (especially physicians and attorneys), high net worth investors, real estate, hospitality and wholesale/distribution.
The IRS has just issued a warning about the latest tax scam. In a November 19 press release, the Agency warns, “of a surge of fraudulent emails impersonating the IRS and using tax transcripts as bait to entice users to open documents containing mal ...Explore
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Two recent trends are converging to increase banks’ risk management obligations. One is heightened scrutiny by banking regulators of their Bank Secrecy Act and Anti-Money Laundering (BSA/AML) compliance efforts. The other is customers’ increasing ...Explore
An unexpected outcome of the recent death of designer Karl Lagerfeld is that the topic of estate planning for pets has been highlighted. Lagerfeld’s beloved cat, Choupette, played a major role in his brand. The feline was the subject of a coffee ta ...Explore
The IRS has issued a press release reminding seniors that – in most cases – April 1, 2019 is the date that taxpayers who turned 70 1/2 during 2018, must begin making required minimum distributions (RMDs) from their individual retirement a ...Explore