Tracy Paglia, Partner, Not-for-Profit, Moss Adams
Tracy has been in public accounting since 1997. She provides a range of tax consulting and compliance services to public charities, private foundations, universities, associations, and health care organizations, helping these entities from formation to termination.
Tracy is an integral part of the training programs run by Moss Adams and external groups, including the American Institute of Certified Public Accountants, National Association of College and University Business Officers, California Society of Certified Public Accountants, California Society of Association Executives, and Council on Foundations.
Lauren Haverlock, Senior Manager, Not-for-Profit, Moss Adams
Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She 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.