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Tax services for the nonprofit and education industry

RSM’s tax professionals take a proactive approach to managing the tax aspects important to exempt organizations. We develop timely alerts, periodic newsletters, and in-depth thought leadership to help your organization stay current on existing and proposed tax legislation and work with you to evaluate the impact on your organization

RSM’s nonprofit and education industry tax professionals provide assistance to educational institutions, religious organizations, museums and other cultural institutions, athletic organizations, and other public charities, private foundations, social welfare organizations, trade associations, political action committees, and their managers, advisors, and contributors. Our comprehensive practice is fully integrated to assist you and your organization with all areas of tax law:

  • Federal tax services
    • Tax return compliance
    • Representation before the IRS (exams, PLRs, closing agreements)
    • Tax-exemption and unrelated business income studies
    • Compensation and employee benefits
    • Mergers, acquisitions and joint ventures
    • Lobbying and political activities
    • ASC 740 (FIN 48)
  • State and local tax services
    • Enterprise nexus studies
    • Reverse audits (tax overpayments and refund opportunities)
    • ASC 450 (FAS 5)
    • Taxability analysis
  • International tax services
    • Reporting and withholding requirements
    • Structuring for foreign operations

Related Insights:

Treasury Priority Guidance Plan 2021-2022 – Exempt Organizations

TAX ALERT

Treasury Priority Guidance Plan 2021-2022 – Exempt Organizations

The 2021-2022 Priority Guidance Plan contains anticipated guidance projects that would affect exempt organizations.

  • Alexandra Mitchell
  • |
  • September 16, 2021
IRS extends Hurricane Ida Relief to Pennsylvania victims

TAX ALERT

IRS extends Hurricane Ida Relief to Pennsylvania victims

IRS postpones certain filing, payment and other deadlines for taxpayers affected by Hurricane Ida in Pennsylvania.

  • Alina Solodchikova, Evan Stone
  • |
  • September 14, 2021
Using a charitable remainder trust (CRT) to replace the stretch IRA

ARTICLE

Using a charitable remainder trust (CRT) to replace the stretch IRA

IRA beneficiaries can now be stuck with a very tax-inefficient asset after the owner’s death. Learn the solution.

  • Donna Thrane, Tim Gianos
  • |
  • September 10, 2021
IRS extends Hurricane Ida Relief to Mississippi victims

TAX ALERT

IRS extends Hurricane Ida Relief to Mississippi victims

IRS postpones certain filing, payment and other deadlines for taxpayers affected by Hurricane Ida in Mississippi.

  • Alina Solodchikova, Evan Stone
  • |
  • September 10, 2021
IRS extends Hurricane Ida Relief to New York and New Jersey victims

TAX ALERT

IRS extends Hurricane Ida Relief to New York and New Jersey victims

IRS postpones certain filing, payment and other deadlines for taxpayers affected by Hurricane Ida in New York and New Jersey.

  • Alina Solodchikova, Evan Stone
  • |
  • September 09, 2021