Susan K. Swartz
Corporate Officer/Principal chez Andersen Tax LLC
Profil
Ms. Susan K.
Swartz is a Managing Director at Andersen Tax LLC.
She is a member of the Andersen Tax national Board of Directors.
Ms. Swartz has over 25 years of experience in taxation.
She provides a broad range of tax planning and compliance services to high net worth individuals, family groups and closely held businesses with sophisticated business, personal and investment objectives.
Ms. Swartz effectively navigates issues that impact both the individual and related entities, structuring them for mutual benefit.
She assists clients with the tax aspects of complex and multi-dimensional situations to minimize tax exposure.
Before joining Andersen Tax, Ms. Swartz was a Tax Partner at KPMG, where she spearheaded numerous firm initiatives, authored tax articles, instructed national and local training, and served on the firm’s National Tax Strategy Committee and the National Partnership Council.
She received her BS degree in Accounting and Finance from Central Washington University and an MBA from Golden Gate University.
Postes actifs de Susan K. Swartz
Sociétés | Poste | Début |
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Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Corporate Officer/Principal | - |
Formation de Susan K. Swartz
Central Washington University | Undergraduate Degree |
Golden Gate University | Masters Business Admin |
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Entreprise privées | 1 |
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Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities. | Finance |