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slaputz@windes.com Susan joined Windes & McClaughry in 1985 and is currently a partner in the firm’s Tax and Accounting Services department. She focuses on tax planning and compliance for privately held businesses and individuals, with an emphasis on individual and business taxation. Her areas of expertise include state tax incentives and California Enterprise Zones and retirement and estate planning. Susan serves a wide variety of clients in manufacturing, professional services, brokerage, and distribution. She has been invited to speak at various seminars and lectures on topics such as California Enterprise Zones, manufacturers tax credits, and tax incentives for business owners. Within the firm, Susan participates in recruiting and training for the firm’s tax and accounting services practice and is a member of the Recruiting and Retention Committee. Education
California State University Long Beach – Bachelor of Science, Business Administration,
Accounting and Finance Golden Gate University – Masters of Science, Taxation Professional Affiliations
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