Foundations are charged with juggling several responsibilities in an inherently fast-paced and demanding environment as complexity, regulatory scrutiny and accountability expectations from donors are increasing. From software selection and implementation to complex tax reporting for foreign investments and unrelated business income tax (UBIT), we understand your audit, tax and consulting needs. We take your obligations as seriously as you do, as our professionals are approved to serve nonprofits through a firm industry designation program.

Our tax advisors help tell your foundation’s story and provide clarity for stakeholders through the Form 990, while navigating complex state regulations and foreign tax requirements arising from investments. Alternative investments are part of most portfolios, and our extensive audit experience includes not just foundations, but the private equity and hedge funds you invest in. We also understand the intricacies of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) governing donor restricted endowments, having co-authored articles with the FASB project manager.

Most Popular Insights


Change to 2013 private foundation reporting for grants

A new requirement for the 2013 Form 990-PF may impact the data private foundations are collecting and evaluating with respect to grantees.

  • James Sweeney
  • |
  • March 03, 2014


Bob Billig
National Practice Leader


Muse Newsletter
A bi-monthly publication dedicated to providing ideas and education to tax exempt organizations.

RSM MarketPrism
Provides organizations with valuable benchmarking information on a real-time basis.