Industry Expertise
Practice Focus
Biography
Michelle has practiced public accounting with Moss Adams since 1993. She’ is a member of the Private Clients team, where she currently serves as the Office Tax Leader.
Michelle has spent her career serving closely-held businesses, their owners, and families. She’ is recognized for her technical tax knowledge involving flow-through entity structures, business succession and transition issues, and income, gift, and estate tax planning.
External Publications
- How to Evaluate the Personal Aspects of a Potential Business Transaction (Dallas Business Journal, May 2023)
Selected Speaking Engagements
- Fiduciary Income and Wealth Transfer Taxation Workshop
(Hawaii Tax Institute 59th Annual Conference, November 2022) - How Biden's New Tax Laws May Impact Your Business
(Whatcom Business Alliance, January 2021) - Succession Planning for Landowners—Estate and Income Tax Issues
(Washington State University Extension, March 2017) - Farm Recordkeeping for Productivity and Profitability
(Washington State University Extension, February 2017) - Farm Enterprise Structures
(Our Farms, Our Futures Seminar Series, February 2016) - Federal and Washington Estate Tax and Gifting
(Our Farms, Our Futures Seminar Series; Lynden, WA, February 2016) - Entity Structures
(Our Farms, Our Futures Seminar Series, January 2016) - Introduction to Succession Planning
(Washington State University Extension, December 2014) - Succession Planning for Landowners – Estate and Income Tax Issues
(Cascade Harvest Coalition and Washington State University Extension, March 2014)
Professional Affiliations
- Member, Washington Society of Certified Public Accountants
- Member, American Institute of Certified Public Accountants
- Member, Northwest Washington Estate Planning Council
- Member, AICPA Personal Financial Planning Section
Education
- BS, accounting, Western Washington University
- Graduate Certificate in Estate Planning, Golden Gate University
- MS, taxation, Golden Gate University