Lauren Haverlock

Senior Manager, Moss Adams LLP

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax exempt bond compliance.

Lauren's expertise also includes experience with private foundations, and she co-authored a course on private foundations for the American Institute of Certified Public Accountants. She advises private foundations on their most pertinent issues, including tax planning related to alternative and foreign investments, structuring program and mission-related investments, charitable giving structuring, transactions with disqualified persons, expenditure responsibility, and distribution planning.


Sessions

This session takes a deep dive into the Schedule A and its various tests and requirements. We will discuss the options a 501(c)(3) organization has for qualifying as a public charity and dissect More

Join our presenters for a wide variety of tax topics that will be educational for everyone from novices to experienced pros.

Learning Objectives:

  • Participants will be exposed to More