Biography

Megan has practiced public accounting since 2004. Her industry focus includes energy, real estate, and private equity. She works closely with the firm’s national tax team on partnership issues.

Prior to joining Moss Adams, Megan worked in the national tax office of a Big Four firm, advising clients on compliance, mergers, acquisitions, disguised sale analysis, allocations and calculations related to section 704(c) and 743(b), partnership agreement interpretation, and wrote multiple memorandums and opinions related to partnership transactions.

External Publications

  • "Examining the Section 45Q Tax Credit" (Drilling Down, March 2021)
  • "Is Mineral Interest Income Eligible for the Section 199A Deduction Under the Final Regulations? It Still Depends" (KPMG, LLP, August 2019)
  • "Final Regs. Address Qualifying Income Exception for Certain Publicly Traded Partnerships" (The Tax Advisor, June 2019)
  • "Future Mineral Production Advance Payments May be Sooner Than You Think" (The Tax Advisor, June 2019 )
  • "Tax Policy and the 166th Congress Observations and Preliminary Analysis" (KPMG Insights, January 2019)

Selected Speaking Engagements

  • Partnership Tax Update – Hot Topics
    (Heart of America Tax Institute , November 2022)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Texas Society of Certified Public Accountants

Education

  • BBA, accounting, University of Texas at Austin
  • MA, professional accounting, University of Texas at Austin

Insights from Megan Whitlock