Jody Blazek

Partner, Blazek & Vetterling

Jody Blazek is a partner in Blazek & Vetterling, a Houston CPA firm focusing on tax and financial services for exempt organizations and the individuals who create, fund, and work with them. BV provides tax compliance, auditing, and planning services to over 500 nonprofit organizations, including schools, churches, museums, human service organizations, business leagues, private foundations, garden clubs, fraternities, research institutes, civic associations, cultural organizations, and others.

Jody began her professional career at KPMG, then Peat, Marwick, Mitchell & Co. Her concentration on exempt organizations began in 1969 when she studied and advised clients about the Tax Reform Act that completely revamped the taxation of charities and created private foundations. From 1972 to 1981, she gained nonprofit management experience as treasurer of the Menil Interests where she worked with John and Dominique de Menil to plan the Menil Collection, The Rothko Chapel, and other projects of the Menil Foundation. She re-entered public practice in 1981 to found the firm she now serves.

She is the author of six books in the Wiley Nonprofit Series: Tax Planning and Compliance for Tax-Exempt Organizations, 5th Edition (2012), Nonprofit Financial Planning Made Easy (2008), Revised Form 990 (2009); IRS Form 1023 Preparation Guide (2005), Private Foundations: Tax Law and Compliance 4th. (2014) and The Legal Answer Book for Private Foundations (2001), co-authored with Bruce R. Hopkins.

Jody served on the Financial Accounting and Transparency Group created by Independent Sector to support the Panel on the Nonprofit Sector’s reports to the Senate Finance Committee. She is past chair of the AICPA Tax-Exempt Organizations Resource Panel and a member of the 990s Task Force and 1023 Task Forces. She serves on the national editorial board of Tax Analysts' The Exempt Organization Tax Review and the AICPA Tax Advisor. She has served on the Community Service Committee of the Houston Chapter of Certified Public Accountants and is a founding director of Texas Accountants and Lawyers for the Arts and the Houston Artists Fund. She is a member of the board of the Houston Tomorrow, and the Anchorage Foundation of Texas. She is a frequent speaker at nonprofit symposia, including those sponsored by Conference of Southwest Foundations, AICPA, Arizona, California, Maryland, New York, Texas, Washington Societies of CPAs, The University of Texas School of Law, and United Way of the Texas Gulf Coast, among others.

Jody received her BBA from University of Texas at Austin in 1964 and took selected tax courses at South Texas School of Law. She and her husband, David Crossley, nurture two sons, Austin and Jay Blazek Crossley and their families."


Sessions

Tax reform impacts Forms 990 and 990-T even though the IRS budget didn't allow 2017 revisions. We must not only study new code, but also interpret how changes should be reported. Organizations may More

Private foundations were the creation of legislation enacted in 1969. This session focuses on the history and how current proposed legislation continues to have an impact on modern-day foundation' More

Our panel of an auditor, tax expert and foundation CFO will provide a unique and well rounded picture of grantee financial assessment challenges. How to add a financial analysis tool to the More