Biography

Amy has practiced public accounting since 2008. She serves clients in the not-for-profit and health care industries, providing tax-exempt compliance and consulting services to a variety of exempt organizations including colleges and universities, community foundations, social service providers, integrated health systems, hospitals, clinics, and continuing care retirement communities.

Amy works with exempt organizations in all phases of their life cycles, from formation to dissolution, and consults on a wide range of issues in addition to compliance including public support planning, reasonable compensation best practices, alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activity reporting, and the impact that tax law changes have on exempt organizations.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, Minnesota Society of Certified Public Accountants

Education

  • BS, accounting, University of Minnesota

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