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.
External 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