Nancy Morton

Nancy has been in the practice of public accounting since 1986, 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 is a CPA and a Chartered Global Management Accountant.

Nancy has substantial experience with properties financed in part with LIHTC pursuant to IRC Section 42 and works with the tax department in regards to the annual preparation and/or review of hundreds of partnership and not-for-profit tax returns related to affordable housing communities, as well as funds that invest in those entities. Nancy is also involved with the 10% cost certifications required for carryover allocations, final cost certifications required for issuance of form(s) 8609, 95-5 calculations and analysis, and arbitrage rebate calculations required for tax-exempt bond financed transactions.