Industry Expertise

Biography

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.

Selected Publications

  • "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)

Selected Speaking Engagements

  • 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)

Professional Affiliations

  • 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

Education

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