Spotlight 9/21

September 21, 2023

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!  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. Join us on September 21st at 12:30 pm EDT to learn how your business can leverage these tax opportunities. They will cover topics such as:

  • Employee Retention Credit (ERC) Update
  • Research and Development (R&D) Tax Credits
  • UBIT rules
  • 990 compliance
  • And More