Amy is the Office Managing Partner in the firm’s Asheville, NC office where she also leads a team of professionals dedicated to the tax-exempt sector. She focuses on tax compliance and consulting matters with DHG’s Not-for-Profit team to provide advice regarding obtaining/maintaining tax-exempt status, minimizing unrelated taxable income, structuring joint ventures and preventing excess benefits transactions. The team works with all types of tax-exempt clients including public charities, private foundations, colleges & universities, healthcare entities and membership organizations. Amy assists clients with IRS audits—including full- and limited-scope examinations—and provides counsel regarding best practices, board governance, charitable contribution considerations, executive compensation, private inurement and regulatory requirements.
In order to keep clients abreast of current industry trends, the Not-for-Profit team continuously monitors legislative developments as federal and state officials issue new regulations and initiatives. This focus requires ongoing continuing education from groups such as the American Health Lawyers Association and Georgetown University Law Center.
Additionally, Amy has led DHG Healthcare’s National Tax Practice and is frequently requested to speak at various Healthcare Financial Management Association (HFMA) meetings, Hospital Associations’ annual conferences and Associations of Homes for the Aging state- and national-level events.