​From maintaining your exempt status to filing the proper tax forms, tax-exempt organizations like yours have a lot to consider. We have years of experience supporting complex health care systems, higher education institutions, foundations and other exempt organizations with their tax planning and filing needs. Virtually every decision an exempt entity makes has tax implications, so reporting accuracy is incredibly important. We can help:
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• Develop a strategy to help you maintain exempt status
• Streamline Form 990 preparation
• Strategize on using tax law to your advantage

Not-for-Profit

• International payroll tax
• Public support test
• Form 1023 assistance
• Intermediate sanctions
• Executive compensation planning
• Private foundation planning
• Planned giving
• Fringe benefit consulting
• Alternative investments, UBI and Foreign reporting
• Charitable remainder trusts
• IRS exam assistance
• Form 990 Benchmarking
• Form 5500 preparation
• Independent contractor analysis
• Sales tax consulting
• New market tax credits
• Property tax consulting
• Services specific to religious organizations
  • Minister Housing Allowance
  • Social Security exemptions
  • Integral agencies of a church or denomination
  • Designated contributions

Higher Education

• International payroll tax
• Transfer pricing studies
• IRS mock audit
• Public support test
• Form 1023 assistance
• Intermediate sanctions
• Tax exempt bonds
• UBI review:
  • Alternative investments
  • Advertising
  • Research contracts
  • Bookstores and catering
  • Conferences
  • Income from controlled entities
• Executive compensation planning
• Planned giving
• Fringe benefit consulting
• Charitable remainder trusts
• IRS exam assistance
• Form 990 benchmarking
• Tax exempt bonds
• Form 5500 preparation
• Independent contractor analysis
• Sales tax consulting
• New market tax credits
• Property tax consulting

Health Care

• Public support test
• Form 1023 assistance
• Intermediate sanctions
• UBI review:
  • Joint venture analysis
  • Pharmacies
  • Lab services
  • Management fees
  • Patient and non-patient revenue
  • Research contracts
  • Income from controlled entities
  • Alternative investments
• Executive compensation planning
• Fringe benefit consulting
• 501r consulting and planning
• Charitable remainder trusts
• Tax exempt bonds
• Form 5500 preparation
• Independent contractor analysis
• Sales tax consulting
• New market tax credits
• Property tax consulting
• Physician compensation consulting