Exempt Organizations

Tax exempt organizations are under more scrutiny than ever before. The IRS and state tax authorities have shown not only a willingness to assess tax, but also to challenge many organizations' most valuable asset - tax exempt status. Our professionals have helped large universities, healthcare systems and foundations to meet these challenges. During the initial formation and application for exemption, the recurring compliance and IRS audits, we have had outstanding results for our clients.

Our tax services to Exempt Organizations include:

Federal tax diagnostics and risk assessment
Private foundation formation and maintenance
Board and management education
Tax returns and compliance
IRS audit and appeal representation
Applications for exempt status and ruling requests
Merger and restructuring transactions
Design of executive compensation and benefit programs
State and Local tax assistance

KEY CONTACTS:

Tyler Horton
Managing Director
Phone: +1 202.688.4218
Email | Profile

Melody Summers
Managing Director
Phone: +1 415.490.2258
Email | Profile

Alvarez & Marsal

Exempt Organizations

KEY CONTACTS:

LEADERSHIP. PROBLEM SOLVING. CREATION.