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, and a recognized expert 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.
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Greater Miami Jewish Federation – South Dade Branch Board of Directors
Temple Judea – Board of Trustees
Up & Comers Award – South Florida Business Journal, 2006
University of Florida – Bachelor of Science in Accounting
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act. Ever since then, politicians and pundits alike have been offering their opinions on the implications of the sweeping tax reform legislation. The experts at MBAF have bee ...
The article “Is your employer’s retirement plan getting less attractive?” explains why the new TCJA devalues putting money into traditional tax-deferred plans and favors Roth versions. Does the same reasoning apply to conversions fr ...
For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment vehicles or charitable foundations. If assets held in this manner include interests in hedge funds, private equity f ...