用草图创建.

格雷戈里·L. ALLISON JD, CPA/PFS, CFP®

Greg focuses on estate and succession planning for business owners, 高管, and high-net-worth individuals. He frequently 建议s clients in the automotive, 石油和天然气, 运输, construction and real estate industries. Greg also assists clients with researching, understanding and planning through complex 税 issues impacted by multiple aspects of federal and state 税 laws.

Greg is also responsible for the preparation of annual income 税 returns for estates and trusts in addition to the preparation of gift 税 returns, federal estate 税 returns and state inheritance 税 returns.

教育

J.D. – Duquesne University School of Law
B.S. – Actuarial Studies, Accounting and Business Administration, Thiel College

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants

Member—American and Pennsylvania Bar Associations

Member—The 匹兹堡 Foundation Professional Advisory Council

Treasurer—Board of Directors of Manchester Youth 发展 Center

分享

Do you have a hobby/personal passion? 
曲棍球

What was the best advice you’ve ever received? 
We have two ears and one mouth for a reason. The importance of active listening cannot be overstated.

Who is your role model?
My maternal great-grandfather. It is a long story but I love sharing it.

What was your childhood dream?
去参加国家橄榄球联盟.

If you could go back in time, what advice would you give your college self? 
Relax and have no fear. You have so much up ahead. You should see your wife and kids!

People would be surprised to know that I…
I’m related to Abraham Lincoln (through a few marriages)

What is the best or most interesting thing about your career? 
能够见面, 建议, and learn from so many types of people from so many industries and backgrounds.

What was your first job? 
I stocked shelves at a local grocery store.

Do you have a “motto”? (spoken or unspoken)
I believe that life is 10% of what happens to us and 90% how we respond to it.

When you have an hour of free time, what do you like to do? 
Home improvement projects.

我们对

特色

大问题: A Global Company Needing Better Internal Controls.


大的思考: A Network Of Professionals To Implement Best Practices.

股东 吉姆的院子里 is Schneider Downs’ practice leader for our Risk 咨询bet9平台游戏 Department. Jim specializes in providing risk management, 内部审计, and internal control consulting services.
 One of our clients was a large consumer markets company with a global footprint. We learned that the company wanted to improve overall corporate governance and internal controls. Jim’s team was called upon to help with an evaluation since leadership at the company realized the need for a firm with international experience in multiple countries and languages. With the assistance of country-specific resources through Prime Global - one of the largest associations of independent public accounting firms in the world - and a consistent core team based in 匹兹堡, we have been able to provide the expertise necessary to develop and assist the company in building and establishing a global 内部审计 function, and bringing best practices across their global operations and core processes. “By accessing industry expertise, assessing risk and pulling in subject matter and international specialists, we were able to direct the company’s plans to implement best practices, 降低风险, standardize their processes and create efficiencies throughout its operations and business units,吉姆说. “The client has recognized the success of this partnership and has gone on to award us other projects including on-going international location reviews, various operational and process reviews, systems implementation/migration, and fraud investigations.” Schneider Downs provides Big Thinking and Personal focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

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