Nancy Morton, CPA

Nancy Morton, CPA

Tax Member

Experience Highlights


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Nancy has been in the practice of public accounting for over 18 years, having worked with the international accounting firms of Arthur Andersen and Deloitte & Touche prior to joining Dauby O’Connor & Zaleski, LLC in December of 2001.

Nancy has specialized in the real estate industry, with a particular focus in partnership and not-for-profit tax compliance matters. Nancy is responsible for the annual preparation and review of hundreds of partnership and not-for-profit tax returns related to multifamily housing communities, as well as funds that invest in those entities.

Nancy has substantial experience with properties financed in part with LIHTC pursuant to IRC Section 42. In addition to the annual tax compliance work on LIHTC properties, Nancy is also involved with the 10% cost certifications required for carryover allocations, final cost certifications required for issuance of form(s) 8609, and arbitrage rebate calculations required for tax-exempt bond financed transactions. Nancy also serves on the technical review committee for a LIHTC syndicator to review the structure and identify regulatory issues applicable to new transactions in which the fund intends to invest.
Nancy has presented various classes on compliance with the new IRS form 990 requirements to various organizations, including the Indiana CPA Society. In addition, she provides in-house training for DOZ staff members on partnership and not-for-profit compliance matters.

Education

B.S., Butler University – Indianapolis, Indiana
M.B.A., Indiana University – Indianapolis, Indiana

Professional Organizations

-Member, Indiana CPA Society