Biography

Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a trusted business advisor to her clients, providing compliance and consulting in the areas of:

  • Unrelated business income
  • Alternative investments
  • Obtaining and maintaining tax-exempt status
  • Deferred taxes
  • Fringe benefits
  • Forms 990, 990-PF, and 990-T
  • Grantmaking
  • Related and controlled organizations
  • Compensation reporting
  • Self-dealing
  • Planning for the minimum distribution requirements and excise tax rate

Wendy is the firm’s tax leader for the following industries: government, not-for-profit, higher education, tribal and gaming, and utilities.

Selected Publications

Selected Speaking Engagements

  • Unrelated Business Income Tax (UBIT)
    (Oregon Society of CPAs Not for Profit Conference, May 2016)
  • Assessing Your Private Foundation’s MDR Environment
    (Council on Foundations Annual Conference, April 2016)
  • 2015 NICBOA Audit, Accounting and Tax Update
    (Northwest Independent Business College Officer’s Association, March 2015)
  • Tackling the New Tangible Property Regulations
    (National Association of College and University Business Officers Unrelated Business Income Tax Conference, February 2015)
  • Investing with Impact: A Technical Webinar for Foundation Finance Officers & Staff
    (Moss Adams Webcast and co-presented with Mission Investors Exchange and Meyer Memorial Trust, January 2015)
  • Expenditure Responsibility: It’s not that Hard – Creative Grant Making at Home and Abroad
    (Moss Adams Webcast, October 2014)
  • The Business Side of Philanthropy
    (The River Gathering: A Confluence of People, Places and Spirit, co-presented by: Philanthropy Northwest and Grantmakers of Oregon and Southwest Washington, May 2014)

Professional Affiliations

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

Education

  • BA, accounting, Linfield College