Susan Swartz

Susan Swartz, a Managing Director in the Private Client Services practice, 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. She effectively navigates issues that impact the individual and their related entities, structuring them for mutual benefit.

Susan’s primary practice areas include:

• Partnerships, S corporations, limited liability companies and special allocations, and passive-activity issues
• Family office consulting, structuring, and management
• Tax controversy representation before IRS
• Personal income tax, charitable giving, and estate and gift tax planning
• Compensation planning and arrangements
• Real estate structuring, transactions, and ownership alternatives
• Multistate income and franchise taxes

Throughout her tenure, Susan has served Andersen in the following capacities:

• Regional Managing Director – West Coast
• Office Managing Director – Seattle
• U.S. Board of Directors
• U.S. Chair, Audit Committee
• U.S. Compensation Committee
• North America Region, Board of Directors

Before joining Andersen, Susan 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.