The privilege of tax exemption requires strict adherence to laws, regulations, and special reporting requirements at the federal and local level. Our tax specialists understand the intricacies of federal and state compliance requirements and have extensive experience in addressing the issues facing tax-exempt organizations. They are able to identify concerns about tax-exempt status, unrelated business income and excess benefit transactions, as well as reputational risk resulting from inappropriate reporting.                                      

Compliance Services Include:

  • Compliance & Preparation
  • State & Local Taxes (SALT)
  • International Taxation & Compliance
  • Tax Exempt Status for Domestic & Foreign Entities
  • Executive Compensation Planning & Reporting
  • Unrelated Business Income Tax Analysis & Planning
  • Related Entities & Taxable Subsidiaries
  • Employee Benefit Plan Reporting
  • Lobbying & Political Activity Analysis
  • Special Event and Gaming Guidance

Please contact us for a quote and / or a proposal to provide Trust income tax and advisory services at

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 +1 949 769 8905
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