Joined in 2009

Susie Keaton

CPA

Principal

“I am driven by finding creative ways for my clients to save on their taxes.”

Susie is the head of our Trust/Estate/Tax Group and spends most of her time consulting with clients on estate and succession plans in this area while overseeing compliance for the group. In addition, Susie works extensively with high net-worth individuals on income tax planning and compliance, law firms, and closely held businesses.

When not busy with clients, you can find Susie listening to live music, riding her bike and snow skiing.

Professional Experience

  • Corporate
  • Estate and Gift Planning
  • Estates and Trusts
  • Individual
  • Partnerships
  • Succession Planning
  • Individuals
  • Law Firms
  • Service
  • Trust, Estate and Gift Tax
  • BS – Accounting, Ball State University
  • Estate Planning Council – Past President, Member
  • Central Indiana Community Foundation – Member, Professional Advisory Board
  • American Institute of CPAs – Member
  • Indiana CPA Society – Member

Are you ready for a customized approach?

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