Team

Maryann Schugmann

Maryann Schugmann, CPA

Partner

  • Park Ridge
  • (201) 808-9804
Maryann Schugmann, CPA, is a Partner at Grassi & Co.’s New Jersey office and brings over 30 years of accounting experience to the firm. Maryann specializes in providing tax solutions to clients and directs both the Trust and Estate Division at the New Jersey office.  Maryann is also the Partner-in-Charge of the individual (1040) tax department at the New Jersey office and manages the resources to meet all filing deadlines while satisfying the needs and expectations of each individual tax client.

The increasing complexity of the tax code has made estate and succession planning critical to financial planning.  Maryann is highly acclaimed within the legal and accounting community for her expertise and has been instrumental in the growth the firm has experienced in these disciplines.  Maryann not only has the technical ability to excel in this field, she also has the interpersonal skills required when dealing with clients at a time when emotions may impact decisions.

EAlert: Capital Gains Reinvested in Qualified Opportunity Zones

The Tax Cuts and Jobs Act of 2017 created code section 1400Z, which is designed to encourage economic growth and development through private investment in specific low income or rural communities and disaster areas.

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EAlert: IRS Issues Workarounds for SALT Deduction

On December 22, 2017 President Trump signed into law the Tax Cuts and Jobs Act. 

Read more

Education

    MBA, Fordham University

    BA, CUNY Hunter College 
     

Memberships

    American Institute of Certified Public Accountants (AICPA)

    New York State Society of Certified Public Accountants (NYSSCPA)

    The Estate Planning Council of Rockland County, Inc. 
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