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

Tax Reporting and Compliance

Increasing Scrutiny

Health care providers can face complex reporting and compliance issues, with increasing IRS and state scrutiny, diverse income streams, and the need of not-for-profits to ensure that none of their activities jeopardize their exempt status. Loeb & Troper provides a broad spectrum of tax compliance and advisory services for health care organizations:

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 and Managing
• 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