We provide reliable, objective, and cost-effective expertise and support across all areas of your financial operation. Our extensive experience and keen understanding of the key issues facing nonprofit organizations helps drive your success.
Tate & Tryon will help optimize your resources, increase efficiencies, enhance governance, stay ahead of rapidly changing technologies, and improve your organization’s overall performance. Our objective and knowledgeable advice empowers your management team with the insight needed to make all-important business decisions.
In a world full of complexity and demands for visible transparency and accountability, like never before, every financial decision matters. And every critical decision impacts your success.
INSIGHTS & RESOURCES
UBI Will Now Be Separately Computed for Each Business Activity! What We Know, and What We’re Waiting For
Uncategorized — 03/12/2018
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, […]
Uncategorized — 03/01/2018
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 […]
Exempt Organization Tax — 02/09/2018
Insights — 02/09/2018
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 […]
This tool contains sample elements that can be used in the creation of a document retention and destruction policy.
A sample self-assessment tool for nonprofit audit committee members to evaluate the effectiveness of the audit committee.
This sample Audit Committee Charter is intended to assist nonprofit audit committees in developing their own organization-specific charter.