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• Planning an Audit
• Audit Approach
• Types of Audit Services
• Internal Audit
• Extended Audit Services
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• Financial Management
• Organization Planning
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• Reporting & Compliance
• Planning
• New Form 990
• Preparation of Other Tax
• Related Forms

Tax Reporting and Compliance

Beyond the 990

Special needs organizations face complex reporting issues. The IRS has changed 990 requirements, and both it and the state are dramatically increasing their scrutiny of exempt organizations. Diverse income streams and funding sources can add to the complexity of your situation and increase the chances of compliance mistakes. Loeb & Troper provides a broad spectrum of tax compliance services:

Reporting and Compliance
• Preparation and review of Forms 990 and 990-T.
• Representation and consultation with respect to federal and state inquiries and examinations.
• Assistance with compliance and reporting issues associated with charitable giving, including deferred giving techniques, and donor-advised funds.

Planning
• Establishing and maintaining tax-exempt status.
• Strategic planning in conjunction with corporate structuring, including for-profit subsidiaries, partnerships and joint ventures, and limited liability companies.
• Revenue-generating activities and Unrelated Business Income Tax (UBIT) considerations.
• Alternative investments and their subjectivity to UBIT.

New Form 990
•Education
•Board

Preparation of Other Tax-Related Forms
•Form 5500