Overview
Ann is a Manager with CLA and provides tax compliance and consulting services to tax-exempt organizations. Her 8-year public accounting career includes providing services to a variety of tax-exempt organizations, including colleges and universities, public charities, private foundations, social welfare organizations, business leagues and associations, labor unions, and others. As part of her role at CLA, she strives to add value for her clients by being proactive, professional, and passionate about her work.
Ann provides a broad range of services to tax-exempt clients, including analysis, planning, and reporting of unrelated business income; intermediate sanctions analysis; organizational structures; corporate compliance reviews; joint venture planning to preserve exempt status; consulting on matters of fringe benefits and compensation; resolving disclosure issues related to Form 990; and maintenance of exempt and public charity status. In addition to tax-exempt compliance matters, Ann provides services, including analysis, planning, and reporting of state charitable registration requirements, state income tax compliance, and international tax compliance.
Education
Bachelor of science in accounting from St. Catherine’s University, St. Paul, MN
Bachelor of science in legal studies from Hamline University, St. Paul, MN
In the community
American Institute of Certified Public Accountants
Certified Public Accountant in the states of Minnesota
Minnesota Society of Certified Public Accountants
TEGE Exempt Organizations Council