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 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. Shannon also concentrates on non-profit services.

  • 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
    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

  • Education

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

  • Publications & Presentations

    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