Tax planning for the tax-exempt organization. Learn about different refundable tax credits that tax-exempt organizations can utilize to increase the organizations' reserves as much as possible! We will review the Employee Retention Credit, Research & Development Credit, and energy credits. Additionally, we will review UBIT rules, 990 compliance along with other requirements to keep your organization's tax-exempt status intact.

For the last three years our Partners, Rebecca Sheppard, Esq. and Peter Haukebo, Esq., have helped hundreds of organizations understand the qualifications for organizations to receive refundable tax credits as well as advise on compliance issues. Don’t miss out on the opportunity to ask our team questions about your organization's eligibility and how to make sure you are not leaving money on the table in 2023.