Common Concerns and Solutions for Grantmaking Foundations

Foundations have experienced exponential growth in their philanthropy efforts and grant sophistication over the last 10 years. And while this expansion is exciting, many are discovering it comes with growing pains.

 » Read more

Beyond Tax Compliance and Consulting: How a CPA Firm Can Help Your Private Foundation

Many private foundations are already familiar with the tax assistance CPA firms can offer them. But the range of services available to private foundations extends far beyond just compiling the 990-PF.

 » Read more

New Flat Excise Tax Rate on Net Investment Income for Private Foundations

On December 20, 2019, President Trump signed the Further Consolidated Appropriations Act, 2020. The bill will, in effect, create a flat net investment income (NII) excise tax rate of 1.39% for private foundations.

 » Read more

Excess Business Holdings Relief for Private Foundations

The Bipartisan Budget Act of 2018 passed a significant exception to the Excess Business Holdings rule.  This exception had been included in H.R. 1 of what became the TCJ Act of 2017,

 » Read more

How Should Tax-Exempt Organizations Prepare for Tax Reform?

On Thursday, December 21, President Trump is expected to sign the new law. Most of the Tax Cuts and Jobs Act’s provisions will take effect on January 1, 2018.

This leads to the next logical question: “Is there anything I need to do before January 1st to take advantage of,

 » Read more

Media Contact

Lindsay Rose
Marketing Senior Manager
Clark Nuber
Contact Lindsay