Deb Nelson, CPA

Partner

Deb Nelson

OVERVIEW

Deb specializes in working with tax-exempt organizations to address a wide range of tax issues, including those that may threaten organizations' exempt status or result in unexpected penalties. She guides organizations through tax compliance and presents key Form 990 information and changes in tax regulations to committees and boards.

When you work with Deb, you can expect extensive understanding of the issues affecting tax-exempt organizations. Deb helps organizations present information from not only a technical standpoint, but also from a public perception standpoint since much of the information is required to be made available to the general public.

Outside of work, Deb enjoys camping in the summer and fall with her husband and son and making warm, cozy quilts for family and friends to use during Minnesota winters.

QUALIFICATIONS

Memberships

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant

Education

  • Bachelor of Arts, Accounting - Minnesota State University, Mankato

KNOWLEDGE

Client Work

  • Assists with tax consulting, planning and compliance services for a variety of nonprofit organizations and private foundations.
  • Works with organizations on formation of tax-exempt entities and consults on the benefits and drawbacks of various classifications.
  • Assists with unrelated business income studies to identify potential unrelated activities, develop positions for treatment and cost allocation methodologies.
  • Works with private foundations to develop overall policies and procedures to ensure compliance with IRS rules.
  • Works with organizations to understand the impact of tax law and reporting changes and develops strategies to address these changes.

COMMUNITY

COMMUNITY

Community Involvement

  • Nonprofit Financial Group of the Twin Cities, Board Director and Program Committee Chair
  • Family Enhancement Center, Board Director and Treasurer