- Personal & Fiduciary Tax
- Private Foundations
- Trusts & Estates
- Not-for-Profit Tax
CREDENTIALS / EDUCATION
- Certified Public Accountant (CPA)
- Hofstra University: Accounting
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
Susan Fludgate is a Senior Tax Manager and a member of the firm’s Personal Wealth Advisors Group. She is also a member of the firm’s Philanthropy and Charitable Giving Practice. Susan provides tax consulting and compliance services to individuals, trusts and estates as well as exempt organizations, including public charities and private foundations.
Susan has written articles for the firm’s newsletters on individual income taxation and private foundation issues, and has instructed staff on these issues as well. Susan also actively volunteers in her community.