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, AICPA Personal Financial Planning Section
  • Member, American Institute of Certified Public Accountants
  • Member, Northwest Washington Estate Planning Council
  • Member, Washington Society of Certified Public Accountants

Education

  • BS, accounting, Western Washington University
  • Graduate Certificate in Estate Planning, Golden Gate University
  • MS, taxation, Golden Gate University