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Experience

As the leader of the firm’s exempt organizations tax practice, I advise a wide variety of exempt organizations on tax matters to help them remain compliant, adopt best practices, and minimize their tax liabilities. I assist clients with understanding and managing their tax exposure regarding unrelated business income tax, state and local taxation, reporting of alternative investments, reasonable compensation/private inurement issues, planned gift issues, and all areas of Form 990, 990-T, and 990-PF reporting. 
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Specializes In

I have what might be described as an obsession with all things Tolkien — I’ve probably read the Lord of the Rings trilogy 20 times! One day I hope to visit the movie set in New Zealand.

Additional Thoughts

New excise tax on compensation paid by tax-exempt organizations
Lynne Huismann
Article August 17, 2018 3 min read
New unrelated business income rules: Go beyond the surface
Lynne Huismann
Article August 16, 2018 2 min read
Tax reform creates basketing for unrelated business activity
David Lowenthal
Article August 15, 2018 2 min read