Overview
As a tax partner in Aprio’s Nonprofit segment, Stacy specializes in advising executive directors, CFOs, and treasurers of nonprofit organizations on tax returns, unrelated business income tax, and best practices for board governance. Her clients are primarily 501(c)3, 501(c)4 and 501(c)6 organizations with revenue between $5M and $50M.
Experience
Her legal background enables her to take a holistic view of forms 990 and any tax questions that arise. To date, Stacy has not had any adjustments made to form 990s filed. She has an excellent track record of working with the IRS during audits* of nonprofits and abating penalties that have been assessed.
Education & Affiliations
Stacy has an LLM in taxation from the University of Florida, a JD from the Benjamin N. Cardozo School of Law and a BA in Interdisciplinary Studies in Social Science with a focus on Environmental Policy from Michigan State University. She is also a member of the New York State Bar.
Insights
