Lynne is the partner in charge of the firm's exempt organization tax practice. She specializes in advising a variety of tax-exempt organizations on issues of importance in tax reporting, minimizing tax liabilities, and obtaining and maintaining tax-exempt status.
Lynne is known as a well-rounded advisor serving the broad spectrum of the exempt organization community, including public charities, private foundations, social clubs, credit unions, educational institutions, and healthcare organizations. She assists clients with:
- The start-up process, including coaching clients through the analysis of the eligibility for exempt status and preparing the application for exempt status.
- Identifying and minimizing unrelated business income.
- Analyzing and reporting tax-related information from alternative investments.
- Handling IRS examinations.
Lynne recently led the development and presentation of a webinar for our nonprofit clients and friends on the importance of using the Form 990 to provide the complete picture of an organization's accomplishments. She is also a regular speaker at a variety of industry organizations, including the Council on Michigan Foundations.
Lynne has a B.S. in business administration from Central Michigan University, summa cum laude.