Sarah Huang

CPA, MST | Principal

About

Sarah is a Washington native and a seasoned world traveler, both well-rooted and adventurous.

Her work demonstrates the same balance of solid fundamentals and big-picture thinking. By listening closely to her clients and drawing on a wealth of accounting experience, she helps them solve the questions that keep them up at night.

Sarah started her career at Clark Nuber and her tax experience is as diverse as her travel itinerary, including partnerships, corporations, high net worth individuals, and not-for-profit organizations.

Over the years, she has found her passion working with not-for-profit organizations and now focuses exclusively on serving the sector. Her prior experience with all client types allows her to serve her not-for-profit clients better and identify the best tax planning opportunities across the board.

Practice Emphasis

  • Tax compliance for public charities and private foundations
  • Tax planning and research for exempt organizations
  • Unrelated business income tax planning

Proven Results

  • Extensive work with alternative investments, including identifying unrelated business income, state tax filings, and foreign investment disclosures.
  • Published a series of five articles for Tax Exempt Advisor, a CCH national publication, on donor acknowledgement requirements for charities.
  • Consults with private foundations on how to optimize endowment growth, while still meeting annual payout requirements.
  • Consults with not-for-profit organizations on restructuring opportunities to allow the organizations to achieve their goals.
  • Restructure chart of accounts for private foundations to provide relevant financial reporting and streamline the tax return preparation process.
  • Instructs various in-house training classes and Clark Nuber’s Not-for-Profit Basics Training seminar.

Education

  • Seattle Pacific University, B.A. in Accounting
  • Seattle Pacific University, B.A. in Business Administration, Finance Concentration
  • Golden Gate University, Masters in Tax

Activities

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • Community for Youth, past Treasurer
  • AICPA Exempt Organization Technical Resources Panel, Associate Member
  • Form 990 Compliance Guide, by Clark Nuber, a treatise published by CCH, contributing writer/reviewer
  • Form 990PF Private Foundation Handbook and Compliance Guide, by Clark Nuber, a treatise published by CCH, contributing writer/reviewer

My Life by the Numbers

2

Favorite channels: Food Network and HGTV

17

States and 4 continents traveled to (not including layovers), on her way to a goal of seeing 50 states and 6 continents