Non-Profit Tax

Our tax department provides tax return preparation, review and consultation services to our non-profit clients. We are able to address such issues as:

• Unrelated business income on alternative investments and other activities
• Compliance with Form 990 requirements
• Taxable and nontaxable compensation and fringe benefits including deferred compensation plans
• Taxable arbitrage on tax-exempt financing
• Deferred giving programs
• Consultation to maximize the tax benefits of charitable gifts
• Joint ventures with for-profit entities
• Guidance with FBAR and FACTA compliance
• Preparation of application for exemption for newly formed organizations.