Stay flexible and be humble; never stop learning.
Bio
Katy leads the firm’s Nonprofit Tax practice, a nationwide team of experts who work exclusively with tax-exempt organizations of all types. She works with hundreds of nonprofit leaders throughout the country to help them make smart business decisions that protect their organizations’ tax-exempt status and to present transparent and accurate annual public information returns.
Katy has over 15 years of experience in advisory services, which has given her a broad background in nonprofit management and great insight into the needs of the sector. She has clients in the areas of healthcare, social services, foundations and grantmakers, performing arts and museums, animal welfare, conservation, private education, higher education and membership associations.
She is a licensed CPA, a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, Washington Nonprofits and the Center for Volunteerism and Nonprofit Leadership. Katy earned a B.A. in Foreign Languages from George Mason University, an M.A. in French literature from the University of Arizona and an M.S. in taxation from Golden Gate University. She currently serves as a board member for the Armanino Foundation and for Family Paths in Oakland, California.
Experience
California Society of Certified Public Accountants
American Institute of Certified Public Accountants
George Mason University
University of Arizona
Golden Gate University
Armanino Foundation, board member
Clifford Brown Jazz Foundation, board member