Wendy has 13 years public accounting experience providing tax compliance and consulting in unrelated business taxable income, obtaining and maintaining tax-exempt status, excess benefit transactions, Form 990 and Schedule H, CHNA, compensation reporting and distribution/grant-making planning. Her current focus is serving hospitals, higher education institutions, foundations (both private and public), social service organizations and other not-for-profit organizations. Wendy is a member of the firm's Not-For-Profit Industry Group and is a tax leader in the Northwest region’s practice. She is a current member of the Oregon Society of Certified Public Accountants, Philanthropy Northwest, and the American Institute of Certified Public Accountants.
Alex Nunley, Senior Manager, Moss Adams
Alex has been in public accounting since 2005. She has experience with taxation for S Corporations, partnerships, individuals, and trusts and estates. She has worked with clients on a variety of business and tax planning engagements, including estate tax planning, business succession planning, and income tax planning.