Susan is a Partner with the Financial Services Tax Practice of PwC and is the firm’s leading expert on the taxation of mortgage banks. She has more than 25 years experience in the financial services industry, and serves many large banking and mortgage banking clients advising on a wide range of issues.
Susan has substantial experience in areas such areas as accounting for income taxes, securitizations, derivatives, mergers and acquisitions, corporate reorganizations, REMICs and REITs, mortgage servicing rights, bad debts and mark to market. She also has experience with regulatory requirements for banks.
She has spoken on tax matters affecting the banking industry at various industry conferences including those sponsored by the Mortgage Banking Association. In addition, Susan has taught several courses at PwC’s training programs.
Prior to joining PwC, she worked in Industry and was responsible for all aspects of managing a corporate tax department including the development of tax planning strategies, mergers and acquisitions, accounting for income taxes, and federal, state and foreign tax compliance.
Her current and past clients include: Freddie Mac, PNC, TD Bank, Santander, Rabobank, Fortress, GMAC, and Sallie Mae
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