Susan Graham, Jd, Llm Email & Phone Number
@ey.com
3 phones found area 415 and 207
LinkedIn matched
Who is Susan Graham, Jd, Llm? Overview
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Susan Graham, Jd, Llm is listed as School Board and Nonprofit Board Member at Western Oregon University, based in Independence, Oregon, United States. AeroLeads shows a work email signal at ey.com, phone signal with area code 415, 207, and a matched LinkedIn profile for Susan Graham, Jd, Llm.
Susan Graham, Jd, Llm previously worked as Treasurer and Board Member at Chess In The Park and Board Member and Vice-Chair at Central School District 13J. Susan Graham, Jd, Llm holds Ll.M. In Taxation, Federal And International Tax from University Of San Diego School Of Law.
Email format at Western Oregon University
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AeroLeads found 1 current-domain work email signal for Susan Graham, Jd, Llm. Compare company email patterns before reaching out.
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
Listed skills include Tax, Tax Law, Mergers And Acquisitions, Corporate Governance, and 31 others.
Susan Graham, Jd, Llm's current company
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Susan Graham, Jd, Llm work experience
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Treasurer And Board Member
CurrentChess 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.
Board Member And Vice-Chair
CurrentI 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.
Governing Board Member
CurrentI 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.
Council Member
CurrentI joined the Branch Advisory Council of the Monmouth-Independence YMCA (Branch of the Family YMCA of Marion & Polk Counties) in August 2021.
1St Vice President, Board Of Directors
CurrentI 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.
Vita Site Coordinator At Western Oregon University
CurrentThe 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.
Volunteer Site Coordinator And Counselor
CurrentI 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.
Managing Partner
CurrentGraham Oregon Properties, LLC is an Oregon-focused residential and commercial real estate investment, rental management and development company based in Independence, Oregon.
Committee Member, Legislative Policy Committee Position 13 (Yamhill/Polk)
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.
Retired Tax Attorney
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.
Senior Manager - Tax - Private Client Services
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.
Ey Professional Women'S Network, Portland Office
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.
Co-Chair Of The Internal Communications Committee - Ey West Professional Women'S Network (Pwn)
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.
San Francisco Office Chair, Ey Professional Women'S Network
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.
Tax Manager - Private Client Services National Tax
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.
Tax Senior - Transaction Advisory Services
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.
Governing Board Member
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.
Governing Board Member
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.
Tax Staff
Prepared and filed Federal and State tax returns and extensions for partners of the firm.
Law Clerk / Legal Research Assistant
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.
Ncaa Compliance Assistant
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.
Dept. Of Athletics Marketing Intern
Developed and executed promotional plans and materials, participated in stadium, ballpark, and Athletics Center events management and Athletic Department fundraising.
Research Assistant To Prof. Lynne Dallas
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.
Intern
Corporate And Vip Travel Counselor
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.
Susan Graham, Jd, Llm education
Ll.M. In Taxation, Federal And International Tax
Juris Doctor, Corporate Law, Transactions, Business Planning, And Securities Regulations
B.S., Education, Training & Development
Liberal Arts
Frequently asked questions about Susan Graham, Jd, Llm
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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 Western Oregon University?
Susan Graham, Jd, Llm is listed as School Board and Nonprofit Board Member at Western Oregon University.
What is Susan Graham, Jd, Llm's email address?
AeroLeads has found 1 work email signal at @ey.com for Susan Graham, Jd, Llm at Western Oregon University.
What is Susan Graham, Jd, Llm's phone number?
AeroLeads has found 3 phone signal(s) with area code 415, 207 for Susan Graham, Jd, Llm at Western Oregon University.
Where is Susan Graham, Jd, Llm based?
Susan Graham, Jd, Llm is based in Independence, Oregon, United States while working with Western Oregon University.
What companies has Susan Graham, Jd, Llm worked for?
Susan Graham, Jd, Llm has worked for Western Oregon University, Chess In The Park, Central School District 13J, Family Ymca Of Marion And Polk Counties, and Monmouth-Independence Ymca Branch Advisory Council (Family Ymca Of Marion & Polk Counties).
How can I contact Susan Graham, Jd, Llm?
You can use AeroLeads to view verified contact signals for Susan Graham, Jd, Llm at Western Oregon University, including work email, phone, and LinkedIn data when available.
What schools did Susan Graham, Jd, Llm attend?
Susan Graham, Jd, Llm holds Ll.M. In Taxation, Federal And International Tax from University Of San Diego School Of Law.
What skills is Susan Graham, Jd, Llm known for?
Susan Graham, Jd, Llm is listed with skills including Tax, Tax Law, Mergers And Acquisitions, Corporate Governance, Private Equity, Estate Planning, Income Tax, and Due Diligence.
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