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 — 01/07/2019
IRS issues interim guidance on the executive compensation excise tax required under the new tax law. Tax-exempt organizations that pay their top people over $1 million, or that provide generous severance packages are affected.
Tax — 12/17/2018
During the 2019 calendar year, the DC Office of Tax and Revenue (OTR) will begin to expire tax exemptions granted under DC law and will require all exempt entities to renew their exemptions or be reclassified as fully taxable.
Audit & Assurance — 12/17/2018
Fraud Prevention — 12/17/2018
Nonprofit Accounting-Tax-Technology — 12/17/2018
Podcasts — 12/17/2018
Understanding the methods of how employee fraud is detected can help you in taking the necessary steps to minimize your risk and protect your organization. In this podcast, we discuss active and passive methods of detecting employee fraud as well as common behavioral red flags that organizations should be aware of.
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.