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
September 2014 – Loeb & Troper Presents at Leading Age NY 2014 Financial Managers Conference 
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Loeb & Troper Webinar – Rate Rationalization Implementation: August 20, 2014 
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Transitioning to Managed Care: August 13, 2014 
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May 2014- Loeb & Troper Presents at LeadingAge NY 
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May 2014: Loeb & Troper Presents at FMA 
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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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Contact Us

Allan M. Blum
212.867.4000
ablum@loebandtroper.com


Frederick H. Rothman
212.867.4000
frothman@loebandtroper.com