Gregory L. Allison JD, CPA/PFS, CFP®

Greg focuses on estate and succession planning for business owners, executives, and high-net-worth individuals. He frequently advises clients in the automotive, oil and gas, transportation, construction and real estate industries. Greg also assists clients with researching, understanding and planning through complex tax issues impacted by multiple aspects of federal and state tax laws.

Greg is also responsible for the preparation of annual income tax returns for estates and trusts in addition to the preparation of gift tax returns, federal estate tax returns and state inheritance tax returns.

Education

J.D. - Duquesne University School of Law
B.S. - Actuarial Studies, Accounting and Business Administration, Thiel College

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants

Member—American and Pennsylvania Bar Associations

Member—The Pittsburgh Foundation Professional Advisory Council 

Treasurer—Board of Directors of Manchester Youth Development Center 

Do you have a hobby/personal passion? 
Hockey

What was the best advice you’ve ever received? 
We have two ears and one mouth for a reason. The importance of active listening cannot be overstated.

Who is your role model?
My maternal great-grandfather. It is a long story but I love sharing it.

What was your childhood dream?
To play in the NFL.

If you could go back in time, what advice would you give your college self? 
Relax and have no fear. You have so much up ahead. You should see your wife and kids!

People would be surprised to know that I…
I’m related to Abraham Lincoln (through a few marriages)

What is the best or most interesting thing about your career? 
To be able to meet, advise, and learn from so many types of people from so many industries and backgrounds.   

What was your first job? 
I stocked shelves at a local grocery store.

Do you have a “motto”? (spoken or unspoken)
I believe that life is 10% of what happens to us and 90% how we respond to it.

When you have an hour of free time, what do you like to do? 
Home improvement projects. 

Gregory L. Allison JD, CPA/PFS, CFP®

our thoughts on

The Top Risks Internal Audit Leaders Need to Know for 2024
PCI DSS v4.0 is Here…Are You Ready?
The Impact of the Baltimore Key Bridge Disaster on Supply Chain
SEC Adopts Final Climate Disclosure Rules
Tax BY Kirk Mitchell
Proposed Bipartisan Tax Plan Released – Overview of the Tax Relief for American Families and Workers Act of 2024
featured
big problem:
Interested in reducing your company’s tax burden? Email me directly here.
big thinking:
New accounting methods for significant refunds.

A part of Schneider Downs since 1988, Jay Meglich provides auditing and consulting services to a variety of businesses and tax-exempt organizations.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Ask us
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222


[email protected]
p:412.261.3644     f:412.261.4876

Columbus

65 East State Street, Suite 2000
Columbus, OH 43215


[email protected]
p:614.621.4060     f:614.621.4062

Metropolitan Washington

1660 International Drive, Suite 600
McLean, VA 22102


[email protected]
p:571.380.9003

This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.

×