Patty has practiced public accounting since 1984. She provides tax and related tax planning services with an emphasis on not-for-profit and tribal organizations. Patty works predominately with public charities, private foundations, and tribal organizations. She is a leader of our Southern California not-for-profit tax practice and a member of our Not-for-Profit Tax Committee.

• Steer Clear of Penalties by Checking the Tax Status of your Grantees (San Diego Business Journal, October 2014)
• Will the Charitable Contribution Tax Deduction Survive? (San Diego Business Journal, October 2013)
• Tax Planning for Private Foundations (San Diego Business Journal, November 2012)
• New Form 990 (San Diego Business Journal, March 2009)

• Not-for-Profit Tax Updates
  (Big FAOG Council on Foundations, 2016-2009)
• Private Foundations
  (Tax Seminars on Private Foundations, Salk Institute, 2015-2010)
• NFP Tax Compliance
  (University of San Diego Nonprofit Governance Symposium, 2014-2009)
• Form 990, It’s Not That Bad
  (Council on Foundations, Community Foundation Conference, October 2011)
• Redesigned IRS Form 990
  (University of San Diego Form 990 Training Workshop, October 2008, December 2008, January 2009)
• Form 990
  (League of California Community Foundation Conference, October 2008)

• Board Member, Treasurer, and Finance Committee Chairman, Community Health Improvement Partners
• Member, American Institute of Certified Public Accountants
• Member, California Society of Certified Public Accountants
• Member, Finance Committee, San Diego Grantmakers
• Member, Professional Advisory Committee, The San Diego Foundation

• BS, accountancy, German minor, San Diego State University