Tracy Paglia

Partner | Moss Adams LLP

Tracy Paglia, CPA, is a tax partner with Moss Adams LLP. She has over 22 years of public accounting experience identifying and meeting the tax and consulting needs of Not-for-Profit and exempt Healthcare clients, their for-profit affiliates and donors. Her expertise includes areas such as attaining, maintaining and termination of tax exempt status, preparing and analyzing the Form 990, state registration and filing requirements, intermediate sanctions, compensation issues, forming and operation in joint ventures and for-profit subsidiaries, and charitable planning options for donors.

Tracy is a highly-rated national speaker on tax exempt issues. Her teaching and speaking experience includes sessions for the National Association of College and University Business Officers, the American Institute of CPAs, Council on Foundations, LeadingAge and American Society of Association Executives.

Tracy is based in the California Central Valley office. She is the leader of the firm's Public Sector and Not-for-Profit Industry Tax Committee and an associate member of the AICPA's Technical Resource Panel. Tracy has a bachelor degree in accounting from the University of Idaho, is a member of the American Institute of CPAs and the California State CPA Society, and holds CPA licenses in Oregon and California.


Sessions

If you've prepared or evaluated the Form 990, you know it's a complex filing used for reporting important information. We will focus on targeted areas of the Form 990 and schedules to inform the More

Complex gifts can be a blessing or a curse. It's worth it for organizations to think ahead of the potential pitfalls before being approached by a donor to take one of these gifts. This session More