Maggie has practiced public accounting since 2014, providing tax compliance and consulting services to taxable and tax-exempt organizations. She consults on wide range of issues including public support test, tax impact of alternative investments, unrelated business income tax planning, self-dealing, the minimum distribution requirement, grantmaking, and program-related investments.
Maggie works with a variety of industries ranging from government, not-for-profit, higher education and health care. She has co-presented and co-led board trainings on private foundation technical topics and authored several articles. Maggie is a designated tax-exempt and private foundation technical reviewer for the firm.
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants
Speaking Engagements
- Navigating Higher Education's Financial Landscape: Year-End Analysis of Uniform Guidance, FASB Updates, and Regulatory Compliance
(CACUBO, October 2025) - ACPEN Signature 2025: Not-for-Profit Accounting, Auditing & Tax Update
(ACPEN, June 2025) - Form 990-PF and PF Excise Taxes
(Moss Adams Private Foundation Conference, June 2025) - How Much Do I Distribute? The 5% Distribution Rule Explained
(Exponent Philanthropy, November 2024) - Lobbying and Political: Election Year Issues
(Moss Adams Private Foundation Conference, October 2024) - Accountant versus Attorney: 990-PF Through a Different Lens
(Moss Adams Private Foundation Conference, September 2023) - Community Foundation Tax Compliance, Standards, and Alternative Investment Gotchas
(Annual National Conference for Growing Community Foundations, October 2022) - Unpacking the Form 990 A Closer Look
(Philanthropy CA, May 2022)
