Our tax department has the expertise and knowledge to provide a variety of tax services for nonprofits with employee benefit plans including Form 5500 and 5500-SF compliance, filings with the Department of Labor, and employee benefit plan & executive compensation consulting/planning services (e.g., adhering to IRS rules and requirements regarding 457(b) and 457(f) non-qualified deferred compensation plans to avoid premature taxability to the participants).
Tax & Compliance Services
Tate & Tryon’s tax & compliance services offer assistance in the following areas:
INSIGHTS & RESOURCES
We’re here, so that you can take care of what matters, while we take care of what counts.
We are Tate & Tryon, CPAs exclusively serving nonprofits worldwide with insights that count.
Exempt Organization Tax — 12/13/2018
Tax — 12/13/2018
This article provides an overview of the IRS’s recently issued guidance on the determination of the nondeductible portion of parking fringe expenses and unrelated business taxable income.
Exempt Organization Tax — 11/30/2018
Insights — 11/30/2018
Nonprofit Accounting-Tax-Technology — 11/30/2018
Podcasts — 11/30/2018
In this audio podcast, Tax Principal Debbie Kosnett and Senior Tax Manager Lisa Heller discuss what you need to know about the new unrelated business income silo rules.
Insights — 11/02/2018
How much revenue should go into reserves and when should it be used? Many association boards have grappled with this question and, ultimately, incorporated a key principle: A well-balanced reserve strategy includes elements of risk and opportunity.
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.