Patty Mayer

Director

+1 (858) 627 1429

Patty has practiced public accounting since 1984. She provides tax and related tax planning services with an emphasis on not-for-profit and Tribal organizations. Patty works predominately with public charities, private foundations, and Tribal organizations.

Involvement

Community Health Improvement Partners, board member, treasurer, and finance committee chairman
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Finance Committee, San Diego Grantmakers
Professional Advisory Committee, The San Diego Foundation

Patty Mayer

Patty's latest insights

Tribal general welfare benefits proposed regulations clarify eligibility

Corporate transparency act reporting for not-for-profits

Impacts of SECURE 2.0 and qualified charitable distributions on fundraising

How to determine interest on self-dealing loans

Does your private foundation own too much of an investment?

How private foundations can avoid self-dealing penalties

Craft effective spending policies for your foundation or not-for-profit organization

California not-for-profits could lose tax-exempt status if they don’t file form SI-100

Q&A: Impact of tax reform and unrelated business taxable income on not-for-profit organizations

How to prepare the next generation to continue your family foundation’s mission

Understanding your investment committee’s fiduciary responsibility

Consider these best practices when organizing grantee site visits

Forgetting to file California’s form SI-100 comes with consequences

Look to the right peers when setting executive compensation

Excess business holdings: What they are and what they mean for your private foundation