Our most valuable assets
Clients rely on us for accounting expertise, but what satisfies them most is how they are treated personally. Much of our new business comes from referrals because clients appreciate our attentiveness to their needs. We're a large and respected firm and our entire corporate culture is about supporting each other in and out of the office, working as teams within our practice areas and promoting positive morale. So from the very beginning, our people are oriented towards making a difference in their own lives—and in yours.
Gursey | Schneider LLP attracts top personnel—and keeps them—as we encourage advanced credentials and education, offer training opportunities, mentor new employees at all levels and offer fun company social activities. We encourage teamwork and promote a family atmosphere to keep morale high and give diverse work assignments, thereby drawing some of the most talented recruits, including experienced professionals from well-known firms.
Shannon Ward joined the firm's tax and accounting department in 2012. She specializes in income, gift, and estate tax planning, as well as income tax compliance and audit defense for high-net-worth individuals and their business interests, trusts, and private foundations. Her experience includes designing and implementing tax-efficient estate plans to meet the business succession and wealth transfer goals of her clients. Shannon also has significant experience consulting on tax issues related to divorce.
Shannon holds a Master of Business Taxation degree from the University of Southern California and a Bachelor of Science degree in Business Administration from the University of North Carolina, Chapel Hill. Prior to joining Gursey | Schneider LLP, she held positions as a wealth planner for an international investment management firm and as a tax manager at a national accounting firm.