Susan Graham, Jd, Llm

Susan Graham, Jd, Llm Email and Phone Number

School Board and Nonprofit Board Member @ Western Oregon University
Independence, OR, US
Susan Graham, Jd, Llm's Location
Independence, Oregon, United States, United States
Susan Graham, Jd, Llm's Contact Details

Susan Graham, Jd, Llm work email

Susan Graham, Jd, Llm personal email

Susan Graham, Jd, Llm phone numbers

About Susan Graham, Jd, Llm

** Effective May 2022, I have retired from EY. In retirement I am focused on my community-building roles on the Central School District 13J Board, The Monmouth Independence Community Foundation Board, and the Monmouth Independence YMCA Board (Advisory Council). In addition, I continue to work in the field of rental real estate development and management, through my company Graham Oregon Properties, LLC. **Susan has more than fifteen years of experience assisting family businesses, entrepreneurs, high net-worth individuals, executive groups and closely-held entities with their domestic and cross-border tax issues. Susan works with EY clients across the US and around the globe.Susan has experience in income tax planning and tax efficient entity structuring, plus US estate and wealth transfer planning (including charitable, life insurance and gifting strategies) for US citizens and green card holders, as well as non-US citizens/residents with US-based investment and familial connections. She has significant experience with cross-border tax compliance and income and estate tax planning, and has assisted participants in the IRS Offshore Voluntary Disclosure Program (OVDP), Streamlined Disclosure and other foreign disclosure programs. Her cross-border experience also includes residency/pre-immigration planning and expatriation planning.Susan is a contributing author of the 2011 – 2015 editions of the EY Tax Guide.Prior to joining EY's Private Client Services group, Susan worked with the Transaction Tax group of EY’s Transaction Advisory Services (M&A) practice. - Member of the State Bar of California (#253230) - Registered Investment Advisor Representative (Series 65, CRD #5664618) - Member: American Bar Association (Taxation and Real Property, Trust and Estate Law Sections) - Member: Mensa International - Conversational French - Attended games in more than 30 MLB Ballparks - Traveled, lived, and/or worked in 45 U.S. states and 56 countries worldwide

Susan Graham, Jd, Llm's Current Company Details
Western Oregon University

Western Oregon University

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School Board and Nonprofit Board Member
Independence, OR, US
Susan Graham, Jd, Llm Work Experience Details
  • Western Oregon University
    Western Oregon University
    Independence, Or, Us
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  • Chess In The Park
    Treasurer And Board Member
    Chess In The Park Mar 2024 - Present
    Chess in the Park is an Oregon Nonprofit Corporation. Our purpose is to encourage and support the intellectual and personal development of youth through chess education and competition. We also work to empower people of all ages and abilities to connect, learn, and grow through the game of chess. Through community-based tournaments and accessible coaching, we promote a culture of inclusivity, creativity, and friendly competition, enriching lives and strengthening communities, one game at a time.
  • Central School District 13J
    Board Member And Vice-Chair
    Central School District 13J Sep 2022 - Present
    I recently joined the Board of Directors of the Central School Board 13J. I was elected to serve as Vice-Chair of the board for the 2024-2025 school year. I am also Vice-Chair of the Facilities Committee.
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  • Family Ymca Of Marion And Polk Counties
    Governing Board Member
    Family Ymca Of Marion And Polk Counties Sep 2023 - Present
    Salem, Oregon, Us
    I am delighted to announce that I have been elected to serve on the Governing Board of the Family YMCA of Marion & Polk Counties. I look forward to expanding my opportunities to support members of Marion and Polk counties through our many youth development, healthy living and social responsibility programs.
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  • Monmouth-Independence Ymca Branch Advisory Council (Family Ymca Of Marion & Polk Counties)
    Council Member
    Monmouth-Independence Ymca Branch Advisory Council (Family Ymca Of Marion & Polk Counties) Aug 2021 - Present
    I joined the Branch Advisory Council of the Monmouth-Independence YMCA (Branch of the Family YMCA of Marion & Polk Counties) in August 2021.
  • Monmouth-Independence Community Foundation
    1St Vice President, Board Of Directors
    Monmouth-Independence Community Foundation Aug 2022 - Present
    I recently joined the Board of The Monmouth-Independence Community Foundation, an independent nonprofit organization created to benefit the people of the greater Monmouth-Independence area. Funds donated to the Monmouth Independence Community Foundation are used in one of the five funds listed here: Central High School Scholarships, Classroom Enrichment Grant, Verna Duncan Ambassadors of Excellence, Community Grant Fund, and Unrestricted Funds. We also partner with local nonprofits to provide access to quality financial management for small nonprofits.
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  • Irs Vita/Tce Program
    Vita Site Coordinator At Western Oregon University
    Irs Vita/Tce Program Jan 2024 - Present
    The IRS's Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free basic tax return preparation to qualified individuals.The VITA program has operated for over 50 years. VITA sites offer free tax help to people who need assistance in preparing their own tax returns, including:People who generally make $67,000 or lessPersons with disabilities; andLimited English-speaking taxpayersIn addition to VITA, the TCE program offers free tax help, particularly for those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors.While the IRS manages the VITA and TCE programs, the VITA/TCE sites are operated by IRS partners and staffed by volunteers who want to make a difference in their communities. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.
  • Aarp Tax-Aide
    Volunteer Site Coordinator And Counselor
    Aarp Tax-Aide Feb 2023 - Present
    I am pleased to announce that our team has re-opened the Monmouth, OR location for AARP Tax-Aide. Through the Tax-Aide program, the AARP Foundation oversees a team of trained volunteers to provide free tax preparation services for low-income and senior citizen taxpayers in the local area.
  • Graham Oregon Properties, Llc
    Managing Partner
    Graham Oregon Properties, Llc Feb 2015 - Present
    Graham Oregon Properties, LLC is an Oregon-focused residential and commercial real estate investment, rental management and development company based in Independence, Oregon.
  • Oregon School Boards Association
    Committee Member, Legislative Policy Committee Position 13 (Yamhill/Polk)
    Oregon School Boards Association Jan 2023 - Dec 2023
    Salem, Or, Us
    The Oregon School Boards Association’s primary legislative goal is to serve as the collective voice for all Oregon public school boards. Legislative Policy Committee (LPC) members play an invaluable role in this process by building relationships with the legislators that represent their OSBA governance region, serving as a resource for the OSBA members within their region, and lending an effective voice in public policy that impacts education by generally promoting the regions legislative advocacy efforts. LPC members report to and represent the member boards in their respective OSBA governance regions, develop the OSBA Legislative Priorities and Principles, and participate in the development of the legislative workplan.
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  • Ey
    Retired Tax Attorney
    Ey May 2022 - May 2022
    London, Gb
    I retired after 15 years with EY, most of which was spent in EY Private, focusing on global clients and their cross-border reporting and planning needs.
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  • Ey
    Senior Manager - Tax - Private Client Services
    Ey Feb 2009 - May 2022
    London, Gb
    I provide comprehensive tax advisory and compliance services to high net worth individuals and their families -- focusing on their personal, business, trust, estate and charitable interests. My clients have both US domestic and foreign interests, and I have significant experience with cross-border reporting and disclosure issues.
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  • Ey
    Ey Professional Women'S Network, Portland Office
    Ey Feb 2015 - Mar 2020
    London, Gb
    As the former EY Portland Office Co-Chair of the Professional Women's Network ("Portland PWN," I held the Co-Chair position held through August 2017), I continue my involvement by coaching and teaming with the next generation of PWN leadership to create and realize Portland PWN activities that support the development and advancement of women in EY's Portland office. Through Portland PWN's professional development, leadership, networking, community service, wellness and relationship building activities, I help members to build satisfying and productive careers.
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  • Ey
    Co-Chair Of The Internal Communications Committee - Ey West Professional Women'S Network (Pwn)
    Ey Nov 2014 - Jul 2017
    London, Gb
    I am the former co-chair of the EY West Professional Women's Network (PWN) Internal Communications Committee, driving our mission to Inspire and Connect the Women of the West through facilitating the distribution of Inspirational content. I previously held the role of West PWN National Liaison, representing the West Region PWN on the National Steering Committee and sharing National strategy and messaging details with the West Region’s Steering Committee.
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  • Ey
    San Francisco Office Chair, Ey Professional Women'S Network
    Ey Aug 2012 - Nov 2014
    London, Gb
    As the San Francisco EY Office Chair of the Professional Women's Network (SF PWN), I oversaw SF PWN activities and initiatives for the San Francisco office. The PWN is an action-oriented professional network, focused on supporting and enhancing opportunities for EY Women as they navigate their professional and personal lives. Through the SF PWN's professional development, leadership, networking, community service, wellness and relationship building opportunities, I helped EY PWN members to build satisfying and productive careers. Since my relocation from the EY SF office to the EY Portland office, I continue to act in an advisory capacity with the SF PWN.
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  • Ey
    Tax Manager - Private Client Services National Tax
    Ey May 2010 - Mar 2012
    London, Gb
    As a member of the Private Client Services (PCS) National Tax group, I worked with PCS National Tax leadership on special projects such as the annual Ernst & Young Tax Guide, drafting PCS Tax Alerts, editing the PCS Weekly Developments newsletter, researching and providing review of tax technical issues for EY offices accross the US and working with the EY offices around the globe and members of the Individual Global Tax Planning Network on cross-border compliance and advisory issues.
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  • Ey
    Tax Senior - Transaction Advisory Services
    Ey Aug 2007 - Feb 2009
    London, Gb
    I worked as part of a client service team, advising private equity and Fortune 100 corporate clients on the federal and international tax aspects of mergers, acquisitions, dispositions, post-transaction tax structuring, and the tax-efficient integration of acquired businesses.
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  • Albertina Kerr Centers
    Governing Board Member
    Albertina Kerr Centers Apr 2016 - Jan 2019
    Portland, Oregon, Us
    Since 1907, Albertina Kerr has strengthened Oregon families and communities. Today, we provide programs and services to children and adults with developmental disabilities and mental health challenges, empowering them to live richer lives. As a member of the Governing Board and the Audit Committee, I actively participate in the governance of this fine organization.
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  • Robert Toigo Foundation
    Governing Board Member
    Robert Toigo Foundation Mar 2010 - Dec 2014
    Oakland, California, Us
    From 2010 - 2014, I was a member of the Audit Committee on the Robert Toigo Foundation's Governing Board of Directors. I was Audit Committee Chair for 2010, 2011 and 2012. Toigo's mission is to bring increased diversity to the finance industry. Toigo is committed to finding, developing and supporting the next generation of leadership in the field. Toigo is the only non-profit initiative that reaches pre-, current and post-MBA graduates working exclusively in finance.
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  • Ey
    Tax Staff
    Ey Feb 2007 - May 2007
    London, Gb
    Prepared and filed Federal and State tax returns and extensions for partners of the firm.
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  • The Mogin Law Firm, P.C.
    Law Clerk / Legal Research Assistant
    The Mogin Law Firm, P.C. Jun 2005 - May 2006
    Drafted legal pleadings (MDL Panel, Federal, State of California); analyzed corporate strategy, marketing, and financial documents; researched and developed legal arguments, drafted memoranda regarding economic and statistical issues, antitrust, unfair competition, intellectual property, and civil procedure.
  • University Of San Diego
    Ncaa Compliance Assistant
    University Of San Diego Jun 2005 - Apr 2006
    San Diego, Ca, Us
    Developed training plan and training diagnositics; conducted staff training; analyzed recently adopted and proposed NCAA Bylaws and regulations, drafted memoranda and newsletter copy regarding application and interpretation of NCAA Bylaws; drafted appeal and reporting documents filed with the Administrative Review personnel; administered and monitored progress of incoming Student Athlete certifications.
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  • University Of San Diego
    Dept. Of Athletics Marketing Intern
    University Of San Diego Aug 2003 - Jun 2005
    San Diego, Ca, Us
    Developed and executed promotional plans and materials, participated in stadium, ballpark, and Athletics Center events management and Athletic Department fundraising.
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  • University Of San Diego School Of Law
    Research Assistant To Prof. Lynne Dallas
    University Of San Diego School Of Law May 2005 - Dec 2005
    San Diego, Ca, Us
    Drafted memoranda integrating recent changes to the Federal Sentencing Guidelines and corresponding regulatory schemes (Sarbanes-Oxley, SEC, NYSE and NASDAQ listing standards); researched and reported on Compliance & Ethics program development, corporate social responsibility, organizational culture, and the role of regulatory schemes in shaping normative behavior; attended Corporate Compliance meetings & conferences.
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  • Baseball Prospectus
    Intern
    Baseball Prospectus 2003 - 2004
    Us
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  • Top Flight Travel / Sdtg / Acacia Travel
    Corporate And Vip Travel Counselor
    Top Flight Travel / Sdtg / Acacia Travel 1995 - 2003
    Owned and operated travel management business; held management and supervisory positions in third party businesses; cultivated and maintained long-term client relationships, interviewed, performed needs assessments, and counseled VIP individual and corporate clientele; maintained a high level of trust and influence within client relationships; acted as both a proactive strategic planner and a retroactive problem solver; facilitated strategic change at all levels of organization; mentored peer and staff co-workers.

Susan Graham, Jd, Llm Skills

Tax Tax Law Mergers And Acquisitions Corporate Governance Private Equity Estate Planning Income Tax Due Diligence International Tax Tax Advisory Legal Writing Mergers Real Estate Strategy Consulting High Net Worth Individuals Individual Cross Border Tax Planning Cross Border Entity Tax Compliance And Planning Individual Income Tax Consulting And Compliance Trust And Estate Planning Cross Border Estate Planning Wealth Management Strategic Financial Planning Charitable Giving Strategies Intergenerational Wealth Transfer Entrepreneurship Family Office Family Business Leadership Non Profits Financial Analysis Hedge Funds Team Leadership Team Building Irs Offshore Voluntary Disclosure Program

Susan Graham, Jd, Llm Education Details

  • University Of San Diego School Of Law
    University Of San Diego School Of Law
    Federal And International Tax
  • University Of San Diego School Of Law
    University Of San Diego School Of Law
    And Securities Regulations
  • Southern Illinois University, Carbondale
    Southern Illinois University, Carbondale
    Training & Development
  • University Of California, Berkeley
    University Of California, Berkeley
    Liberal Arts

Frequently Asked Questions about Susan Graham, Jd, Llm

What company does Susan Graham, Jd, Llm work for?

Susan Graham, Jd, Llm works for Western Oregon University

What is Susan Graham, Jd, Llm's role at the current company?

Susan Graham, Jd, Llm's current role is School Board and Nonprofit Board Member.

What is Susan Graham, Jd, Llm's email address?

Susan Graham, Jd, Llm's email address is sa****@****ail.com

What is Susan Graham, Jd, Llm's direct phone number?

Susan Graham, Jd, Llm's direct phone number is +141589*****

What schools did Susan Graham, Jd, Llm attend?

Susan Graham, Jd, Llm attended University Of San Diego School Of Law, University Of San Diego School Of Law, Southern Illinois University, Carbondale, University Of California, Berkeley.

What skills is Susan Graham, Jd, Llm known for?

Susan Graham, Jd, Llm has skills like Tax, Tax Law, Mergers And Acquisitions, Corporate Governance, Private Equity, Estate Planning, Income Tax, Due Diligence, International Tax, Tax Advisory, Legal Writing, Mergers.

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