Biography

Amy has practiced public accounting since 1997. She provides tax consulting and compliance services to financial institutions and professional service firms and is a member of the firm’s SEC and corporate finance practice. Amy has a strong technical understanding of corporation, S-corporation, partnership, and individual tax matters, and she works closely with financial institution clients in reviewing and monitoring their current and deferred tax positions and valuation allowance positions. She frequently assists with planning and calculations related to the tax implications of stock compensation, merger and acquisition accounting, changes in control, uncertain tax positions, and IRC Section 382 analyses.

Selected Publications

Selected Speaking Engagements

  • What You Need to Know to Wrap Up 2015 and Plan for 2016
    (California Bankers Association, December 2015)
  • Community Banking Tax Update
    (Western Independent Bankers, December 2015)
  • Achieving Full Compliance with Efficiency for Financial Institutions and Capital Markets Firms
    (Bank and Capital Markets Tax Institute – West, December 2015)
  • Tax Update
    (15th Annual Community Banking Conference, September 2015)
  • Using Tax Benefits in a 2015 World
    (Western Independent Bankers webinar, November 2014)
  • Executive Compensation Planning: Current Tax and Accounting Issues
    (14th Annual Community Banking Conference, August 2014)

Professional Affiliations

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

Education

  • BSBA, accounting, University of Washington