MossAdams - Pamela Alexanderson

Industry Expertise

Ancillary Health Care Services Financial Services Foundations Health Plans & RBOs Higher Education Hospitals & Health Systems Life Sciences Medical Groups & Physicians Not-for-Profit

Practice Focus

Business Tax Employee Benefit Plans Health Care Consulting Personal Tax Tax Structuring

Biography

Pam has practiced public accounting since 2008. She has considerable experience in tax compliance and consulting as well as unrelated business income and board governance, and focuses on large multi-national organizations, community charities, health care providers, and educational institutions. Pam devotes much of her time to helping for-profit and tax-exempt organizations with unique tax issues, strategic planning, and compliance services. She sits on the firm’s tax committee for not-for-profit organizations and is a leader of the firm’s not-for-profit tax practice in Albuquerque.

External Publications

How to Keep Tax-Exempt Organizations in Compliance (National Business Institute, May 2014)
Tax Exempt Organizations from Start to Finish (National Business Institute, May 2012 and May 2013)

Selected Speaking Engagements

Dealing with Unrelated Business Income, Intermediate Sanctions
(National Business Institute, 2014)
Advising on Operational Issues, Handling Contribution, and Tax Deductions
(National Business Institute, 2012, 2013)

Professional Affiliations

Member, American Institute of Certified Public Accountants
Member, New Mexico Society of Certified Public Accountants

Education

BBA, accounting, University of New Mexico

Insights from Pamela Alexanderson

Private Foundation Conference: Day One, AM Session

Explore topics to help you navigate your private foundation’s financial and operational complexity at our annual conference.

Unpacking Form 990-PF: A Deep Dive

Explore a detailed look at IRS Form 990—including important issues pertaining to grant making organizations and more.

How to Use a Voluntary Employees’ Beneficiary Association (VEBA) Plan

Voluntary Employees’ Beneficiary Association (VEBA) plans help fund tax-free employee benefits over an extended period.

Fall Not-for-Profit Tax Update

Learn about the changing tax landscape and gain insight into COVID-19 relief initiatives, recent tax rulings, and more.

How to Qualify for and Retain Your Status as a Private Operating Foundation

Learn how to qualify as a private operating foundation and the benefits of retaining your status.

How Private Foundations Differ from Public Charities

Learn differences between the two types of charitable organization as well as pros and cons of each.

Fiduciary Responsibility Checklist for Employee Benefit Plan Sponsors

Our checklist can help you reduce operational defects and fulfill your fiduciary responsibilities.

IRS No Longer Requires Some Not-for-Profits to Identify Donors on Forms

New IRS regulations don’t require select tax-exempt organizations to identify donor names and addresses on certain forms.

Employers Might Be Able to Deliver Tax-Free Disaster Relief Payments to Employees

Learn how employers might be able to provide tax-free financial assistance to their employees.

Possible Audit Changes Coming to Tax-Exempt Organizations that are Partnership Members

Learn about key changes to the way tax-exempt organizations that are members of a partnership are audited—and how to prepare.

Q&A: Impact of Tax Reform and Unrelated Business Taxable Income on Not-for-Profit Organizations

Read our Q&A about how tax reform—specifically changes made to unrelated business taxable income—affects tax-exempt entities.

Retain Your Organization’s Public Charity Status Using the 10%-Facts-and-Circumstances Test

We look at how not-for-profits can retain their public charity status using Form 990’s 10%-facts-and-circumstances test.

Further Your Foundation’s Purpose with Program- and Mission-Related Investments

Understand how program- and mission-related investments differ—and how they can help your foundation further its mission without paying excise tax.

Can Bitcoins Be Used to Make Charitable Contributions?

Fidelity Charitable and other organizations make it possible for donors to use bitcoins as charitable contributions. This Insight looks at tax provisions and why donors may want to use bitcoins.

Exit Through the Gift Shop, Enter Tax Complexity

Tax-exempt organizations often operate gift shops as a part of their ongoing operations, raising questions on whether that income constitutes unrelated business income, which would be subject to income tax despite the organization’s status. We look at the issue in detail in this Insight.