The Rachlin Tax-Exempt Advisory Services group
has extensive experience in handling all aspects of tax planning, compliance and accounting
issues for tax-exempt organizations. Our clients range from small, charitable organizations
to large, international membership associations:
Educational, religious and charitable organizations
Independent schools
Trade associations
Social clubs
Fraternal organizations
Private foundations
We work closely with the management, boards and staff of each organization in a team
effort to meet the special challenges and issues they face. We also maintain a
technical knowledge of current issues through continuing education and by monitoring
federal and state legislative changes, IRS rulings and court decisions.
As client service is a main goal of Rachlin, we work regularly with the other tax
and business service groups within the firm to assure that we anticipate and exceed the needs
and expectations of our tax-exempt organizations.
Rachlin Tax-Exempt Advisory Services include:
Application for exempt status
Private letter rulings
Federal tax compliance
Multi-state and local tax compliance
Political action committee (PAC) compliance
Lobbying and political activity restrictions and reporting
For-profit strategies to minimize the impact of unrelated business income
Organizational operations restructuring
State tax advisory and exemptions
Private foundation status and reporting requirements
