Susan Mehlman
Director
National Tax — Compensation & Benefits
CFP®

Biography

Susan leads our Compensation and Benefits Practice and has provided qualified and nonqualified plan design and consulting services since 1987. She delivers a wide range of tax solutions, including health and welfare plan tax consulting, to both public and privately held businesses.

Susan has managed services to plans of all sizes from newly formed, small, single-employer plans to large employer plans with over 70,000 participants and assets in excess of $2 billion. She works directly with clients on tax compliance issues including responding to IRS and DOL audit inquiries and coordinates closely with various industry groups and employee benefit plan auditors within the firm. Her responsibilities include managing the client relationship through all aspects of plan design and implementation, assisting plan sponsors in setting objectives, and monitoring the success of these strategies.

Selected Publications

  • "IRS Proposes Updated Rules for Personal Use of Employer-Provided Vehicles" (Moss Adams Alert, October 2019)
  • "Tax Reform Limits Deductions on Meals and Snacks Provided to Employees" (Moss Adams Alert, April 2019)
  • "Revise Your Employee Parking Arrangements Before the March 31 Deadline" (Moss Adams Insight, March 2019)
  • "Tax Reform Limits or Eliminates Several Deductions and Exemptions for Employee Fringe Benefits" (Moss Adams Insight, March 2018)
  • "Life After the Farm" (Digger, March 2017)
  • "Faculty Evaluations: The ACA's Effect on Higher Education" (Moss Adams Insights, October 2014)
  • "Why Performance-Based Compensation is on the Rise" (Moss Adams Insights, October 2013)
  • "The PCORI Fee: Frequently Asked Questions" (Moss Adams Insights, June 2013)

Selected Speaking Engagements

  • Understanding Tax Changes for Fringe Benefits and Other Expenses
    (Moss Adams Webcast, February 2019)
  • Tax Act – Changes to Fringe Benefits Business Impact
    (Webcast, January 2018)
  • Updates from Washington
    (OneAmerica’s Coffee Talk, December 2017)
  • The IRS & Your 401(k) Plan
    401(k) Fridays Podcast (May 2017)
  • Ask the Experts Panel
    (Arizona Fiduciary Summit, Xponential Growth Solutions, The W Scottsdale Professional Affiliations, September 2016)

Professional Affiliations

  • Member, Western Pension & Benefits Group, Seattle Chapter

Education

  • BS, botany, University of Washington