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.

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

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What's New
April 9, 2014 Webinar- Understanding And Implementing the Non-Profit Revitalization Act 
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Metropolitan Commuter Transportation Mobility Tax Upheld 
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February 26, 2014: SED Webinar: Changes in the Reimbursable Cost Manual 
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Nonprofit Revitalization Act of 2013 Signed Into Law 
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November 2013 – Loeb & Troper LLP presenting at the Southern New York Association’s seminar, “New York State’s Transition to Managed Care 2014” 
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Transitioning to Managed Care 
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Loeb & Troper is the market leader for mergers, acquisitions and divestitures of nursing facilities in New York State 
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Contact Us

Allan M. Blum
212.867.4000
ablum@loebandtroper.com


Frederick H. Rothman
212.867.4000
frothman@loebandtroper.com