Our Team

Susan Foard, CPA, CGMA
TAx Officer
Education:
University of Tennessee B.S. Business Administration, Accounting
Master of Accountancy, Accounting-Concentration Tax
Experience:
Susan has been in public accounting since 1986 and she specializes in providing consulting, tax planning, and tax preparation services for closely-held businesses, individuals, estates and trusts. She is often called upon for seminars and presentations on the topics of leadership, strategic business relationships, and various technical topics within her tax specializations.
- Tax planning and compliance for businesses and individuals
- Estate planning and wealth transfer strategies
- Business ownership succession planning
- Income tax planning for estates and trusts
- Preparation of estate, inheritance, gift, and fiduciary returns
- Representation before the IRS and state authorities
- Litigation support in estate matters
Professional & Civic Affiliations:
- American Institute of Certified Public Accountants (AICPA)
- Tennessee Society of Certified Public Accountants (TSCPA)
- The University of Tennessee for the Singleton B Wolfe Memorial – Advisory and Planning Council, and the Knoxville Estate Planning Council
- Leadership Knoxvillle Class of 2019
- Knoxville YWCA Foundation Board
- Cystic Fibrosis Foundation – Knoxville Chapter
- Helen Ross McNabb Center – Board of Directors (past)
- University of Tennessee’s Chancellor’s Associates
- University of Tennessee – Knoxville Alumni Board
- Susan was also honored to be a 2016 YWCA Tribute to Women Finalist
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- Jason Aldean, Luke Bryan & Eric Church-The Only Way I Know
- Dierks Bently-Living
- U2-Where The Streets Have No Name
- U2-I Still Haven’t Found What I’m Looking For
- U2-With or Without You