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Marcum LLP
Tax & Business

Family Wealth Services - Philanthropy Planning & Private Foundations

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2016 YEAR-END TAX GUIDE

The Marcum 2016 Year-End Tax Guide continues our tradition of providing timely tax guidance for the upcoming year.

 

Marcum can manage the administrative and back office functions necessary to operate a private foundation, allowing more time and effort to be focused on furthering the organization's charitable mission.

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Contact one of Marcum's regional representatives.

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Scope of Services

Philanthropy Planning Services

  • Charitable strategies using donor advised funds, charitable remainder trust, charitable lead trusts and private foundations.
  • Sophisticated gifting and estate planning strategies.
  • Coordinate with charitable organizations to structure special gifts such as university chairs, fellowships, trusts and annuities.
  • Engaging heirs in philanthropic endeavors.

Private Foundation Services

  • Prepare and file the application for recognition of exemption.
  • Preparation of foundation tax returns,including unrelated business income tax returns, if applicable.
  • Preparation and filing of quarterly excise taxes.
  • Perform full charge bookkeeping, financial statement preparation and accounting services.
  • Management of charitable activities including charitable grant making; compliance of 5% distribution requirement and expenditure responsibility.
  • Oversee public disclosure compliance and governance.
  • Authentify and oversee full compliance with regard to prohibited transactions such as self dealing, jeopardizing transactions or excess business holdings.
 

Newsletter

Beyond the Numbers

Roundup of business and tax planning ideas

  READ THE LATEST EDITION
 
 

Contacts

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Rob Babek

Partner-in-Charge
Tax Services - Los Angeles
Tax & Business
Los Angeles, CA
 
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ABOUT MARCUM LLP

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

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