Photo of Maggie Elliott
Maggie Elliott
Director
CPA
maggie.elliott@mossadams.com
(541) 225-6058
My Profile

Industry Expertise

Government Services Higher Education Not-for-Profit

Practice Focus

Business Tax Estate Tax Planning

Biography

Maggie has practiced public accounting since 2014, providing tax compliance and consulting services to taxable and tax-exempt organizations. She consults on wide range of issues including public support test, tax impact of alternative investments, unrelated business income tax planning, 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. Maggie is a designated tax-exempt and private foundation technical reviewer for the firm.

Selected Speaking Engagements

  • Navigating Higher Education's Financial Landscape: Year-End Analysis of Uniform Guidance, FASB Updates, and Regulatory Compliance
    (CACUBO, October 2025)
  • ACPEN Signature 2025: Not-for-Profit Accounting, Auditing & Tax Update
    (ACPEN, June 2025)
  • Form 990-PF and PF Excise Taxes
    (Moss Adams Private Foundation Conference, June 2025)
  • How Much Do I Distribute? The 5% Distribution Rule Explained
    (Exponent Philanthropy, November 2024)
  • Lobbying and Political: Election Year Issues
    (Moss Adams Private Foundation Conference, October 2024)
  • Accountant versus Attorney: 990-PF Through a Different Lens
    (Moss Adams Private Foundation Conference, September 2023)
  • 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, 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

Webcast
Form 990-PF and PF Excise Taxes
Discuss the rules governing private foundations, penalties for noncompliance under Sections 4941 and 4945, and ways to avoid common mistakes.
Webcast
Webcast
Fall 2024 Tax Update for Not-for-Profit Organizations
Learn about the changing tax landscape and gain insight into current developments impacting tax-exempt organizations.
Webcast
Webcast
2024 Private Foundation Conference:
Day Two, Morning Sessions
Explore topics to help you navigate your private foundation’s financial and operational complexity at our annual virtual conference.
Webcast
Webcast
2023 Fall Not-for-Profit Tax Update
Learn about the changing tax landscape and gain insight into current developments affecting tax-exempt organizations.
Webcast
Article
2023 Private Foundation Tax Planning Guide
Learn more about trends observed in 2023 that could help guide private foundation tax strategy in the future.
Article
Webcast
Private Foundation Conference: Day Two, AM Session
Explore topics to help you navigate your private foundation’s financial and operational complexity at our annual conference.
Webcast
Webcast
Private Foundation Conference: Day Two, PM Session
Explore topics to help you navigate your private foundation’s financial and operational complexity at our annual conference.
Webcast
Webcast
Unpacking Form 990-PF: A Deep Dive
Explore a detailed look at IRS Form 990—including important issues pertaining to grant making organizations and more.
Webcast
Alert
Budget Proposals Could Impact Private Foundations, Tax-Exempt Organizations
The Treasury released the Greenbook on March 9, 2023. If enacted, learn how these proposals could impact your organization.
Alert
Article
How Private Foundations Can Work with 501(c)(4) Organizations to Drive Advocacy
Explore considerations private foundations should address before collaborating with a 501(c)(4) organization for advocacy efforts.
Article
Article
Compare Donor-Advised Funds to Private Foundations
Capitalize on donor-advised fund (DAF) charitable giving and the impact of tax codes. Results vary depending on techniques.
Article
Webcast
File your Private Foundation’s Form 990-PF with Confidence
Learn to file a 990-PF for your foundation without error and how to recognize the most common errors filers make.
Webcast
Article
Private Foundation Spring 2020 Tax Update: New Regulations, Relief Initiatives, and More
Learn about key legislation changes and relief initiatives passed in the first quarter of 2020 that could significantly affect your private foundation.
Article
Article
New Limitations on Meal and Entertainment Expenses
Learn which meal and entertainment expenses are nondeductible, 50% deductible, and fully deductible under tax reform.
Article

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