Amy has been practicing public accounting since 2002 and is a director in financial services division and is our Southwest Not-For-Profit Tax Leader. She provides compliance and consulting services for all types of exempt organizations, including public charities in the behavioral healthcare and community services industries.
Amy consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.
Amy is also experienced in charitable planning for businesses and individuals. She advises private foundations on pertinent issues, including tax planning related to alternative and foreign investments, structuring program and mission-related investments, charitable giving structuring, transactions with disqualified persons, expenditure responsibility, and distribution planning.
Amy is an active member of the CBIZ Women's Advantage (CWA) Phoenix Leadership Committee - a program focused on providing our women with professional training, development, mentorship, recognition, and career enhancement.