"I enjoy working with my clients on problem solving and educating them about net assets and related restrictions within the nonprofit world.

“I also enjoy teaching employee benefit plan sponsors about plan operations based on their plan documents and regulations. This can be confusing for sponsors, and we can help to explain in plain English.”

Linda works with a wide variety of clients, including nonprofit organizations, privately held businesses and employee benefit plan sponsors. She provides financial statement, tax and consulting services in addition to her services within employee benefit plan compliance.

Her employee benefit technical expertise includes retirement plan audits, compliance reviews, employee education, plan administration, discrimination tests and corrective actions, Department of Labor filings, liaison with third-party administrators and representation under IRS and DOL audits.