This is a sample RFP template for audit and tax services.

Download Now

This entry was posted in Uncategorized. Bookmark the permalink.


UBI Will Now Be Separately Computed for Each Business Activity! What We Know, and What We’re Waiting For

Posted on , updated on


By: Deborah G. Kosnett, CPA, Tax Principal, and Lisa W. Heller, CPA, Tax Senior Manager
Following is an article prepared by Tate & Tryon for the American Society of Association Executives, to help explain to their members the complexities of the new UBI “siloing” rule. We are still awaiting interpretative guidance from IRS; in the meantime, […]

Certain Employee Benefits Are Now UBI! What You Can Do About It

Posted on , updated on


By Lisa W. Heller, Tax Senior Manager
On December 22, 2017, H.R. 1 (also known as the Tax Cuts and Jobs Act) was signed into law. This new law provides sweeping changes affecting practically all taxpayers, including those in the nonprofit realm. One of the more drastic changes affecting nonprofits relates to the tax treatment of […]

New Excise Tax on Excess Compensation for Nonprofit Executives Courtesy of the 2017 Tax Act

Posted on , updated on

Exempt Organization Tax02/09/2018


By R. Michael Sorrells, CPA
The recently passed tax reform package added new Internal Revenue Code Section 4960 to the tax laws. This code section imposes an excise tax on organizations who pay certain executives compensation in excess of $1 million dollars annually.  The tax (which is paid by the organization, not the individual) is at […]

Resources Center

The Right Size, Right Fit