Sampling of Services
The following are just a few ways we can help you, your organization, and related organizations. Contact us to learn more about how we may serve you.
Entity Selection
With close to a dozen legal structures and dozens of tax law structures, what type of entity makes sense? Do you even need to form a new entity or can you collaborate with an existing entity? Is a donor advised fund or similar organization a better fit? Don't approach these questions alone, let us guide you through the decision making process.
Formation and Exemption Application
One of the most important steps in creating and running a charity is to insure its nonprofit status with the state and tax-exempt status with the IRS and local taxing authorities.
Operations and Governance
The IRS has some requirements, the state has other requirements, some are codified in tax law and others are regulatory or only administrative guidelines. We can help you set policies and procedures that will help you avoid foot-faults and provide good compliance.
Compliance
Did you know certain IRS forms are also required to be filed with your state attorney general? Are you aware of information, excise and income tax reporting and filing requirements with both the IRS and local jurisdictions? We can help reduce the compliance burden on your organization.
Complex Investments and Unrelated Business Income
While certain investments may increase the investment earnings of your organization, they can increase the compliance burden exponentially. Let us assist you in understanding the impact new investments and activities can have on the organization's reporting and income tax requirements.
Charitable Planning
Individuals, public charities, and private foundations each have unique concerns and sometimes differing goals when it comes to charitable giving. We can assist individuals and organizations achieve their goals by developing and modeling giving and distribution plans and options that are program or charity focused while tax strategic.