CPA Colleen Sanchez
6 Concourse Pkwy #600, Concourse Corporate Center 6 Atlanta, GA ,
(0 out of 0) | + consults
Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a trusted business advisor to her clients, providing compliance and consulting in the areas of:
- Unrelated business income
- Alternative investments
- Obtaining and maintaining tax-exempt status
- Deferred taxes
- Fringe benefits
- Forms 990, 990-PF, and 990-T
- Grantmaking
- Related and controlled organizations
- Compensation reporting
- Self-dealing
- Planning for the minimum distribution requirements and excise tax rate
Wendy is the firm’s tax leader for the following industries: government, not-for-profit, higher education, tribal and gaming, and utilities.
Selected Publications
- "Q&A: A Legal Perspective on Self-Dealing" (Moss Adams Private Foundation Newsletter, September 2015)
- "Is Your Not-for-Profit’s Parking Income Considered Taxable?" (Moss Adams Quarterly Not-for-Profit Newsletter, October 2014)
- "Can Private Foundations Influence Legislation Without Incurring Tax?" (Moss Adams Quarterly Private Foundation Newsletter, April 2014)
- "Oregon Tightens Requirements for 501(c)(3) Organizations" (Moss Adams Quarterly Not-for-Profit Newsletter, February 2014)
Selected Speaking Engagements
- Unrelated Business Income Tax (UBIT)
(Oregon Society of CPAs Not for Profit Conference, May 2016) - Assessing Your Private Foundation’s MDR Environment
(Council on Foundations Annual Conference, April 2016) - 2015 NICBOA Audit, Accounting and Tax Update
(Northwest Independent Business College Officer’s Association, March 2015) - Tackling the New Tangible Property Regulations
(National Association of College and University Business Officers Unrelated Business Income Tax Conference, February 2015) - Investing with Impact: A Technical Webinar for Foundation Finance Officers & Staff
(Moss Adams Webcast and co-presented with Mission Investors Exchange and Meyer Memorial Trust, January 2015) - Expenditure Responsibility: It’s not that Hard – Creative Grant Making at Home and Abroad
(Moss Adams Webcast, October 2014) - The Business Side of Philanthropy
(The River Gathering: A Confluence of People, Places and Spirit, co-presented by: Philanthropy Northwest and Grantmakers of Oregon and Southwest Washington, May 2014)
Professional Affiliations
- Member, American Institute of Certified Public Accountants
- Member, Oregon Society of Certified Public Accountants
Education
- BA, accounting, Linfield College
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Experience:
Years of Experience N/A -
Area Of Expertise:
Accountant / Taxation / Tax Planning / Tax Consulting / Income Tax Preparation -
Languages:
English -
Accounting Professionals Firm:
Moss Adams, Oregon -
Address:
Fox Tower 805 SW Broadway, Ste. 1200
Portland, OR 97205 -
Phone:
Phone (Office) : (503) 478-2165
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