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

services03.jpg

What's New
September 10, 2015 – Preparing for the Future Webinar: Transition to Managed Care 
Learn More
August 2015 - Change to Site-Specific CFR Reporting for Certain OPWDD Programs 
Learn More
August 2015 – FASB ASU Not-For Profit Reporting Changes 
Download
August 2015- Delinquent CFR Filings Result in Penalties for OPWDD Providers 
Learn More
August 2015- 2016 Marketing Guidance for FIDA Plans  
Learn More
July 29, 2015 – Preparing for the Future Webinar: Outcome Measures 
Learn More
July 27, 2015 - Nursing Home Medicare Advantage Enrollment Guidance 
Learn More
July 2015 - Nursing Home Quality Initiative 
Learn More
July 2015- NYSDOH Announces $46 Million in Funding  
Learn More
July 2015- Significant Changes for Article 16 Clinics 
Learn More
June 18, 2015 – Loeb & Troper Webinar- Transition Strategies for OPWDD Providers 
Learn More
June 11, 2015 – Loeb & Troper Webinar – Uniform Guidance for Federal Awards 
Learn More



Contact Us

Allan M. Blum
212.867.4000
ablum@loebandtroper.com


Frederick H. Rothman
212.867.4000
frothman@loebandtroper.com