Shannon T. Forkin, CPA, CGMA, is a tax partner with over 15 years of experience in all areas of income taxation to a variety of clients.  She concentrates in working with nonprofit, healthcare and professional service clients and provides strategic tax planning relating to taxation issues influencing these industries. Shannon specializes in all areas of corporate and individual income tax compliance, including multi-state taxation.

  • Professional Certifications

    Certified Public Accountant in New York State
    Chartered Global Management Accountant (CGMA)
    Certified Quickbooks ProAdvisor

  • Professional Affiliations

    American Institute of Certified Public Accountants (AICPA)
    New York State Society of Certified Public Accountants (NYSSCPA)
    National CPA Health Care Advisors Association (HCAA)

  • Community Involvement

    Junior League of Schenectady and Saratoga Counties (JLSS), Member
    Skaneateles Ski Club Inc., Past Treasurer
    Mohawk Hudson Humane Society, Treasurer
    Maternity and Early Childhood Foundation, Inc., Board Member
    Leadership Tech Valley, Class of 2019
    LPGA Amateur Golf Association, Member

  • Education

    Bachelor of Science in Accounting, State University of New York at Oswego (2004)

  • Publications

    IRS Areas of Scrutiny for Tax-Exempt Organizations – Dannible & McKee, LLP Annual Nonprofit Conference, Co-presenter, January 2020

    Federal Income Tax Update for Individuals – Dannible & McKee, LLP Albany Tax & Financial Planning Conference, November 2019

    Impact of the “Tax Cuts and Jobs Act” on Tax-Exempt Organizations – Dannible & McKee, LLP Annual Nonprofit Conference, Co-presenter, January 2019

    Understanding the Impact of the Key Provisions of the New Tax Reform Law – Dannible & McKee, LLP Capital Region Tax Reform Seminar, Co-presenter, March 2018

    Compliance & Completeness with the IRS: 990 Reporting – Dannible & McKee, LLP Annual Nonprofit Conference, Co-presenter, January 2018

    How to Lose Your 501(c)(3) Tax Exempt Status (Without Really Trying) – Dannible & McKee, LLP Annual Nonprofit Conference, Co-presenter, January 2017