Shannon T. Forkin, CPA, CGMA, is a tax partner with over 21 years of experience in all areas of income taxation to a variety of clients. She concentrates in working with healthcare, non-profit 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. She is also the partner-in-charge of the firm’s healthcare practice group.
Professional Certifications
Certified Public Accountant in New York State (CPA)
Chartered Global Management Accountant (CGMA)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
Mohawk Hudson Humane Society – Board Member
Maternity and Early Childhood Foundation, Inc. – Past Board Member
Leadership Tech Valley – Class of 2019
Skaneateles Ski Club Inc. – Past TreasurerEducation
Bachelor of Science in Accounting, State University of New York at Oswego (2004)
Publications & Presentations
Be Prepared, Avoid Hearing From the IRS and the Charities Bureau -Dannible & McKee, LLP Nonprofit Conference, Co-presenter, January 2025
Panel Discussion: Navigating Federal and State Tax Law Updates – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2024
“Independent Contractor vs. Employee Status: The DOL Issues New Final Rule,” Dannible & McKee, LLP Tax & Business Alert Newsletter, March 2024
What You Should Know About Your Nonprofit Tax Filings and Compliance – Dannible & McKee, LLP Virtual Nonprofit Conference, Co-presenter, January 2024
A Deeper Dive Into the Most Current Events and Hot Topics in Federal and State Taxation – Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2023
Nonprofit Tax Guidance-Dannible & McKee, LLP Nonprofit Conference, Co-presenter, January 2023
2022 New York State Tax Update for Businesses & Individuals- Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2022
“Employee Expenses & Reimbursements – Don’t forfeit the employer deduction and tax-free benefit to the employee,” Dannible & McKee, LLP Tax & Business Alert Newsletter, October 2022
Trends and Evolution of the Nonprofit Sector -Dannible & McKee, LLP Nonprofit Conference, Co-presenter, January 2022
Impeding Major Retirement and Estate Tax Law Changes and Prognostication- Dannible & McKee, LLP Annual Tax & Financial Planning Conference, Co-presenter, November 2021
“Five Steps to Establish When Starting a New Business,” Dannible & McKee, LLP Tax & Business Alert Newsletter, June 2021
The Employee Retention Credit and American Rescue Plan Act: What Businesses Need to Know – Capital Region Chamber Member Webinar, Co-presenter, March 2021
Unusual Tax-Exempt Reporting in an Unusual Year – Dannible & McKee, LLP Nonprofit Conference, Co-presenter, January 2021
IRS Areas of Scrutiny for Tax-Exempt Organizations – Dannible & McKee, LLP Nonprofit Conference, Co-presenter, January 2020
Federal Income Tax Update for Individuals – Dannible & McKee, LLP’s Albany Tax & Financial Planning Conference, November 2019
“Changes With Parking for Employees – It May Impact Your Business or Organization,” Dannible & McKee, LLP Tax & Business Alert Newsletter, May 2019
Impact of the “Tax Cuts and Jobs Act” on Tax-Exempt Organizations – Dannible & McKee, LLP Nonprofit Conference, Co-presenter, January 2019
Understanding the Impact of the Key Provisions of the New Tax Reform Law – Dannible & McKee, LLP’s Capital Region Tax Reform Seminar, Co-presenter, March 2018
Compliance & Completeness with the IRS: 990 Reporting – Dannible & McKee, LLP’s Annual Nonprofit Conference, Co-presenter, January 2018
How to Lose Your 501(c)(3) Tax Exempt Status (Without Really Trying) – Dannible & McKee, LLP’s Annual Nonprofit Conference, Co-presenter, January 2017