NEW JERSEY Florham Park: T: (973) 218-0500
Experience
Amanda Adams is a partner in Citrin Cooperman’s tax practice. Amanda is an experienced professional with over 20 years providing tax compliance services to not-for-profit organizations throughout their life cycle, including preparation and review of Forms 990, 990-PF, 990-T, and applications for exempt status.
Amanda has experience providing tax services to a wide variety of not-for-profit entities, including human service organizations, foundations, trade associations, colleges and universities, museums, religious organizations, social clubs, and other 501(c)(3) organizations. Her specific areas of expertise include creation of not-for-profit organizations; private foundation excise tax compliance; public charity status redeterminations and guidance; and review, analysis, and planning related to unrelated business income. Amanda communicates regularly with clients regarding the latest industry trends through continuous monitoring of legislative and regulatory developments. She is also the author of numerous newsletter and journal articles and a frequent speaker at various not-for-profit seminars.
Prior to joining Citrin Cooperman, Amanda was the National Leader of Not-for-Profit Tax Services at Cherry Bekaert for six years. In addition, she spent fourteen years at a boutique firm in Houston which specializes in providing tax and audit services to not-for-profit organizations.
CREDENTIALS
Education
Bachelor of Arts in History, University of Texas
Master of Science in Accountancy, University of Houston
Women in Leadership Certificate, Cornell University
Licenses
Certified Public Accountant in the State of Georgia
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Georgia Society of Certified Public Accountants (GSCPA)
Vice Chair, AICPA Exempt Organizations Taxation Technical Resource Panel
Honors & Awards
Catalyst Impact Award, Cherry Bekaert LLP 2021
Presentations & Publications
“Managing Unrelated Business Income - Structural Considerations,” Taxation of Exempts, June 1, 2021
“Managing the 'excess compensation' tax,” Journal of Accountancy, March 1, 2021
“The Death of Sudden Tipping,” Taxation of Exempts, September 1, 2013
“Tax Planning and Compliance for Tax-Exempt Organizations, 5th Edition,” Wiley, January 1, 2012
“Revised Form 990: A Line by Line Preparation Guide,” Wiley, May 4, 2009
“Transfers Between Private Foundations,” Trusts & Estates, July 1, 2007
WORK-LIFE BALANCE
Community Involvement
Amanda is a director and Past Treasurer of HealthMPowers, a nonprofit organization based in Georgia that champions healthy habits and transforms the environments where children live, learn, and play.
Outside the Office
Amanda lives with her husband of more than 25 years and their three children in the beautiful city of Atlanta. Her favorite pastimes include reading, jogging, and attending concerts (bonus points if they are out of town so travel is included).
Get in touch with Amanda Adams today.
Fill out the form below to get in direct contact with Amanda Adams and start your personalized consultation journey.
Anything I can do to help a client, whether it is providing them with a timely and well considered information return or advising them on structural considerations to minimize their tax liability, brings me great satisfaction because I am indirectly helping them achieve their mission and thereby impacting not only them but also the many people they serve.
Get in touch with Amanda Adams today.
Fill out the form below to get in direct contact with Amanda Adams and start your personalized consultation journey.