Susan M. Delgado

Sue Delgado has over 25 years of experience advising high-net-worth individuals, their families, and closely held businesses. Her practice focuses on tax consulting and compliance services for individuals, fiduciaries, and related entities. Her experience includes developing and implementing multigenerational wealth transfer plans, addressing multistate fiduciary tax issues, determination of qualified small business stock status of securities, tax issues related to individuals working abroad, as well as foreign nationals working in the United States, and gifting strategies to accomplish family objectives.

Sue serves as a member of the PCS Thought Leadership Group and the Director Nominating Committee. She has served as a member of the Manager Advisory Committee and Training Committee and continues to be involved in local office training and national training on topics such as hedge fund reporting, foreign tax credit calculation, and tax impact of financial instruments.

Before joining Andersen as a Manager, Sue practiced with Arthur Andersen.