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Not-for-Profit Tax

The compliance burden imposed on not-for-profit organizations has never been greater. There are many traps for the unwary that not-for-profit organizations must navigate with constant diligence. Katz, Sapper & Miller has a depth of expertise in all areas of not-for-profit compliance and planning techniques that allows us to assist organizations in a variety of ways so they can focus on accomplishing their exempt purpose without running into tax-related penalties or compliance issues. 

Our not-for-profit tax services include:

  • Structuring the operations of new organizations to qualify for tax-exempt status
  • Applying for recognition of tax-exempt status
  • Planning and consulting regarding Unrelated Business Income Tax (UBIT)
  • Planning and consulting regarding potential excess benefit transactions
  • Private foundation excise taxes (net investment income, annual distribution requirements, self-dealing, jeopardizing investments, excess business holdings, and taxable expenditures)
  • Assisting with all not-for-profit compliance services, including preparation of Form 990, Form 990-PF, Form 990-T, etc.

Katz, Sapper & Miller understands the unique business challenges faced by not-for-profit organizations and is committed to serving the needs of this industry.