Tax Reporting and Compliance

Beyond the 990

Health care, not-for-profit and special needs organizations face complex reporting and compliance issues, including increasing IRS and state scrutiny, diverse income streams, and the need of not-for-profits to ensure none of their activities jeopardize their 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.

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

Preparation of Other Tax-Related Forms
Form 5500


What's New
October 2015: Loeb & Troper Insights: Value Based Payment  
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October  2015 – CMS Electronic Staffing Data Submission  
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September 10, 2015 – Preparing for the Future Webinar: Transition to Managed Care 
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August 2015 - Change to Site-Specific CFR Reporting for Certain OPWDD Programs 
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August 2015 – FASB ASU Not-For Profit Reporting Changes 
August 2015- Delinquent CFR Filings Result in Penalties for OPWDD Providers 
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August 2015- 2016 Marketing Guidance for FIDA Plans  
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July 29, 2015 – Preparing for the Future Webinar: Outcome Measures 
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July 27, 2015 - Nursing Home Medicare Advantage Enrollment Guidance 
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July 2015 - Nursing Home Quality Initiative 
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Contact Us

Allan M. Blum

Frederick H. Rothman