Ms.Tracy S. Paglia

Area Of Expertise : Taxation
23 Years Of Experience

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 an 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.  

2 results Found
Recorded Webinar

Basics and Beyond: Preparing the Complicated Form 990

The IRS Form 990 is a valuable information gathering tool for the IRS to confirm organizations are meeting their nonprofit requirements. It's also important to donors and rating agencies in assessing and reporting the health of organizations. The objective of ...

  • Basic & Intermediate
  • 120 Mins
Recorded Webinar

Unrelated Business Income and Form 990-T

This session will walk through the basics of UBI and the common sources of it.  After laying the groundwork of the three-prong test, we’ll cover the exceptions, exclusions, and what the organization can do to minimize the tax paid from this income. 

  • Basic
  • 60 Mins