Biography

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax exempt bond compliance.

Lauren’s expertise also includes experience with private foundations, and she co-authored a course on private foundations for the American Institute of Certified Public Accountants. She advises private foundations on their most pertinent issues, including tax planning related to alternative and foreign investments, structuring program and mission-related investments, charitable giving structuring, transactions with disqualified persons, expenditure responsibility, and distribution planning.

Selected Publications

  • "Private Foundations: Understanding the Requirements and Tax Implications" (AICPA CPE Self-Study Course, 2014)

Selected Speaking Engagements

  • Behind the Ratings: Charity Watchdog Groups
    (AICPA Not-for-Profit Industry Conference, June 2017)
  • 990 Detailed Walkthrough
    (CalCPA Not-for-Profit Conference, May 2017)
  • Advanced Form 990
    (New Mexico Society of CPAs, December 2016)
  • Self-Dealing & Conflicts of Interest: Key Issues for Foundations
    (Southern California Grantmakers, August 2016)
  • Advanced Tax Issues
    (CalCPA Not-for-Profit Conference, May 2016)
  • IRS Update
    (California Board of Equalization Nonprofit Seminar, 2013, 2014, and 2015)
  • Form 990 and the Taxation of Nonprofits
    (CPE Inc., 2013 and 2014)
  • Form 990 (Beginning and Advanced Issues)
    (Hawaii Society of CPAs, 2012, 2013, and 2014)

Professional Affiliations

  • Member, AICPA Exempt Org Technical Resource Panel
  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BSBA, accountancy, California State University, Long Beach
  • MBT, University of Southern California