12-Point Tax
Diagnostic

blum is focused on keeping our non-profit clients current on the latest tax developments—legislative, regulatory and administrative. Our team members ensure we are always a step ahead of identifying emerging tax events and trends in the non-profit industry.

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Industries  <  Non-Profit  <  Our Solutions  <  Tax  <  12-Point Tax Diagnostic

blum is focused on keeping our non-profit clients current on the latest tax developments—legislative, regulatory and administrative. Our team members ensure we are always a step ahead of identifying emerging tax events and trends in the non-profit industry.

Board members and financial executives are often surprised at the extent of the tax exposures faced by non-profit organizations. In addition to the Form 990 tax filing, which is open for the world to see, tax matters such as unrelated business activities, intermediate sanctions, donor and fundraising issues are all specific to the non-profit community. Other topics such as fringe benefits, nonqualified deferred compensation arrangements, and joint ventures take on new significance from the perspective of your organization’s tax function.

12-Point Tax Diagnostic

Board members and financial executives of non-profit organizations are keenly focused on enterprise risk management (ERM). One aspect of ERM is the tax risk management function—and how to identify, assess, rate and protect the organization from tax and reputational risks.

Our 12-point tax check-up helps clients identify their most important tax risks, within 12 common exposure areas. We then work alongside your organization to provide the tools and strategies needed to mitigate and manage the risks—to help you stay in compliance, avoid reputational risk and stay ahead of what’s to come.

Upon completion of the 12-point check-up, our non-profit experts are able to identify your organization’s relevant tax exposures and areas of risk. We provide a summary of the tax risks identified and recommendations for improvements and remediation. We also offer a more in-depth review of discreet tax issues, depending on the particular needs of your organization.

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