Biography

Maggie has practiced public accounting since 2014, providing tax compliance and consulting services to taxable and tax-exempt organizations. She consults on the public support test, unrelated business income, self-dealing, the minimum distribution requirement, grantmaking, and program-related investments.

Maggie works with a variety of industries ranging from government, not-for-profit, higher education, and health care. She has co-presented and co-led board trainings on private foundation technical topics and authored several articles.

Selected Speaking Engagements

  • Community Foundation Tax Compliance, Standards, and Alternative Investment Gotchas
    (Annual National Conference for Growing Community Foundations, October 2022)
  • Unpacking the Form 990 A Closer Look
    (Philanthropy CA, May 2022)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Eugene Springfield Tax Association
  • Member, Oregon Society of Certified Public Accountants

Education

  • BS, business economics, University of Illinois at Urbana-Champaign
  • MA, economics, University of Illinois at Chicago

Insights from Maggie Elliott