April 7, 2023

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.
  • Consults with private foundations on optimizing growth, while still meeting annual payout requirements.
  • Consults with not-for-profit organizations on restructuring opportunities to allow the organizations to achieve their goals.
  • Works with foundations to provide relevant financial reporting and streamline the tax return preparation process.
  • Frequent instructor on not-for-profit topics, including private foundation compliance, donor acknowledgment issues, unrelated business income taxes, and Clark Nuber’s Not-for-Profit Essentials Training series.
  • Contributing writer/reviewer, Form 990 Compliance Guide by Clark Nuber, a treatise published by CCH.
  • Contributing writer/reviewer, Private Foundation Handbook and Compliance Guide by Clark Nuber, a treatise published by CCH.

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, former Associate Member