Melissa Modelson
Partner, PKF O'Connor Davies LLP
Partner, PKF O'Connor Davies Advisory LLC
“My years of experience with not-for-profit organizations gives me the knowledge and confidence to provide tax compliance and planning on which our clients can depend.”
Melissa Modelson has almost 15 years of experience providing tax and advisory services in the not-for-profit sector. As a member of the organization’s Exempt Organization Tax and Advisory Service practice, her client base includes large public charities, donor-advised funds, cemeteries, educational institutions, healthcare organizations, private foundations and other not-for-profit entities.
Melissa has considerable expertise in unrelated business income tax planning, operational and transactional structuring, reclassifications of public charity status, alternative investments and potential unrelated business income (UBI) tax, foreign reporting and state fundraising compliance.
She is considered a technical resource for exempt entities and presents at Firm-sponsored and other tax-exempt industry events.
Professional Affiliations and Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of Certified Public Accountants (NYSSCPA)
- Connecticut Society of Certified Public Accountants (CTCPA)
Accreditations
- Certified Public Accountant (Connecticut, New York)
Education
- Fordham University, Master of Science degree in Taxation
- University of Connecticut, Bachelor of Science degree in Accounting