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
April 2015 - Loeb & Troper Announces Expansion of its Special Needs and Managed Care Practices 
March, 2015: Assisted Living Program 3400 Initiative, Opportunity For Development.  
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February 2015 – Loeb & Troper Presents “Accounting & Regulatory Requirements of Contributions, Special Events and Auctions” at NBOA 
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January 2015 – Loeb & Troper Presents “Understanding Governance Issues Surrounding the Misallocation of Expenses”  at the NYSSCPA’s Nonprofit Conferences  
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December 2014- Capital Restructuring Finance Program - $1.2 billion in grants available  
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November 2014 - Uniform Guidance for Federal Awards  
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October 28, 2014: NYS EO 38 Update 
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September 23, 2014: Loeb & Troper LLP will co-present at the NYSSCPAs FAE Health Care Conference 
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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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Contact Us

Allan M. Blum

Frederick H. Rothman