Amy is the office managing partner in the firm’s Asheville office where she also leads a team of professionals dedicated to the tax-exempt sector. She focuses on tax compliance and consulting matters with the Nonprofit Practice to provide advice regarding obtaining and maintaining tax-exempt status, minimizing unrelated taxable income, structuring joint ventures, and preventing excess benefits transactions. The team works with all types of tax-exempt clients including public charities, private foundations, colleges and universities, healthcare entities, and membership organizations. Amy assists clients with IRS audits, including full- and limited-scope examinations, and provides counsel regarding best practices, board governance, charitable contribution considerations, executive compensation, private inurement, and regulatory requirements.

To keep clients abreast of current industry trends, the nonprofit team continually monitors legislative developments as federal and state officials issue new regulations and initiatives. This focus requires ongoing continuing education from groups such as the American Health Lawyers Association and Georgetown University Law Center.

In addition, she has led the healthcare national tax practice and is frequently requested to speak at various Healthcare Financial Management Association (HFMA) meetings, hospital association annual conferences, and Association of Homes and Services for the Aging state- and national-level events.

Amy is a member of the American Institute of CPAs, North Carolina Association of Certified Public Accountants, HFMA, American Health Lawyers Association, UNC Asheville Foundation board, and United Way of Asheville and Buncombe County board.

She is a graduate of Appalachian State University, Boone, North Carolina, with a B.S. degree in mathematics and an M.Acc. degree.
 

About Us:

FORVIS, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit FORVIS.com for additional information.