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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

Not-for-profit organizations face complex reporting and compliance issues, including increasing IRS and state scrutiny, diverse income streams, and the need to ensure that none of your activities jeopardize your exempt status. Loeb & Troper provides a broad spectrum of tax compliance and consulting 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