Shelby Netz is a principal with Baker Tilly’s not-for-profit practice. She leads the Wisconsin and Michigan not-for-profit tax practice and specializes in providing tax compliance and consulting services to not-for-profit and for-profit organizations.
- Oversees tax compliance engagements for not-for-profit and for-profit clients and has considerable experience with healthcare organizations, health plans, educational institutions, business associations, private clubs and other public charities
- Consults on a variety of tax issues involving both not-for-profit and for-profit organizations, including mergers and acquisitions, setting up subsidiaries or affiliates, unrelated business income reporting and other tax planning strategies
- Leads the application process for not-for-profit organizations seeking federal income tax-exemption
- Prepares technical memoranda to support tax positions
- Manages IRS and state tax notices responses
- Provides general tax provision services and assists with disclosures and footnotes under ASC 740 and FIN 48
- Presents annually at internal and external tax trainings and webinars
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- Healthcare Financial Management Association (HFMA) – Wisconsin Chapter, Programs committee, 2021-2023
- Baker Tilly’s supporting opportunity, advancement and recognition for all (SOAR) Committee, region chair, 2018-present
- Milwaukee Diaper Mission, board treasurer, December 2021-2024
