Tax Advisory and Compliance
Capin Crouse's not-for-profit thought leadership and focus also translates into tax advisory and compliance services you can rely upon. Whether you need help with federal and state registration and reporting or advice on tax-exempt status and compliance, our tax professionals are equipped to serve. Because of our extensive and almost exclusive focus on not-for-profit organizations, our tax team is up-to-speed on the issues our clients must manage including:

• Tax considerations for business and nonprofit organizations, including federal and state registration and reporting requirements; compliance with state laws such as payroll, sales tax, charitable solicitations, and securities or insurance registrations; tax-exempt status issues and requirements; and unrelated business income activities
• Charitable giving planning and tax compliance
• Deferred giving arrangements, including charitable trust and annuities
• Taxation of ministers and other religious workers, taxation of U.S. citizens working overseas, and international tax matters
• Individual, corporation, partnership, fiduciary, estate, and exempt organization returns and filings
• State registrations, filings, taxes analysis, and compliance
• Pension and profit-sharing plan analysis and compliance
• Employee benefits planning and compliance
• Comparative compensation analytical studies, practices, and policies
• Evaluation of compliance with excess benefit and intermediate sanction rules