Join us for an informative webinar on the new Inflation Reduction Act (IRA) tax credits. Our professionals will provide insight into common opportunities for tax-exempt organizations, including detailed information on how non-profit, higher education, and public sector industries are likely to benefit. Topics will include regulation status, capital expenditures that may qualify, credit monetization, the applicable time period, and how your organization may benefit.
Rachel has nine years of experience providing accounting and audit services to governmental and nonprofit organizations, including extensive experience in Single Audits and employee benefit plans. As a member of the Nonprofit Practice and the Public Sector Practice, she currently serves as the audit senior manager for numerous clients across Texas, Arkansas, and Arizona.
She oversees the client engagement process, including the supervision and training of the audit team, review of audit work papers, and communication with the client and audit executive. In addition, Rachel has conducted presentations, providing continuing professional education for local roundtables and regional chapters of the Government Finance Officers Association of Texas (GFOAT).
Rachel is a member of the American Institute of CPAs, TXCPA, Government Finance Officers Association (GFOA), and GFOAT. She serves on the GFOA Special Review Committee and GFOAT Scholarship and Fellowship Committee. She was named a 2018 Rising Star by TXCPA.
Rachel is a 2010 graduate of Stephen F. Austin State University, Nacogdoches, Texas, with a B.B.A. degree and an M.P.A. degree.
Bob is the firm’s state and local tax service line leader. A member of FORVIS’ State & Local Tax (SALT) practice unit, he has more than 25 years of experience in all areas of state and local tax, including income, franchise, sales, use, controversy, credits, incentives, employment, and general property tax. Bob’s experience covers state and local tax issues in all 50 states including strategy, mergers, acquisitions, structuring, identifying refund opportunities and exposures, filing methodology, sourcing, apportionment, nexus, private letter rulings, audit defense, credits and incentives, and administrative appeals.
He has provided multistate tax consulting for various industries, including agriculture, construction, healthcare, manufacturing, oil, gas, telecommunications, software technology, transportation, retail, and wholesale. He has also worked with and identified tax savings opportunities for multiple SEC, Fortune 500, and large closely held companies and has Canadian and value-added tax experience.
Bob is a member of the Institute for Professionals in Taxation®.
He is a 1996 graduate of Northwest Missouri State University, Maryville, with a B.S. degree in accounting.
As a member of the Nonprofit Practice and the Public Sector Practice, Lauren provides tax services for colleges, universities, community organizations, healthcare organizations, and private foundations, including tax compliance and tax consulting on various issues such as fringe benefits, compensation, and unrelated business income. She also provides tax services to partnerships, individuals, benefit plans, and trusts.
She is a member of the American Institute of CPAs and the Indiana CPA Society. She serves on the board of directors for the Charitable Gift Planners of Northeast Indiana and Easter Seals ARC of Northeast Indiana.
Lauren is a 2007 and 2011 graduate of Indiana University-Purdue University, Fort Wayne, with a B.S. degree and postbaccalaureate certificate in accounting, and a 2011 graduate of the University of Saint Francis, Fort Wayne, Indiana, with an M.A. degree.
Office Managing Partner, Asheville
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.
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