CEO/President/Executive Directors

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A forum for association Chief Executive Officers/Presidents/Executive Directors to engage in conversation, swap ideas, and provide support and solidarity...because "it's lonely at the top."
  • 1.  Looking for tax expertise

    Posted Oct 28, 2024 01:00 PM

    Hello, all:

    I am searching for a legal or tax expert who is well-versed in regulations surrounding 501(c)3 charities - particularly in the 509 section of the tax code as it relates to public charities and private foundations. If anyone here has a recommendation that I could contact, I'd be grateful.



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    Christine Paige Diers
    Executive Director
    Public Media Journalists Association/Public Media Journalism Foundation
    christine@pmja.org
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    Foundation Forward


  • 2.  RE: Looking for tax expertise

    Posted Oct 29, 2024 09:23 AM
    Edited by Patrick Algyer, CVA Oct 29, 2024 09:23 AM

    Hi Christine,

    I would strongly recommend looking for an Enrolled Agent in your area specializing in nonprofits. Enrolled Agents are America's Tax Experts. Find a Tax Expert - Enrolled Agent Directory

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    Find a Tax Expert - Enrolled Agent Directory
    Enrolled Agents are tax experts specializing in handling your toughest tax challenges.
    View this on Naea >

     

    Good luck!



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    Patrick Algyer CVA
    Chief Strategist
    Encore Engagement Solutions
    Falls Church VA
    (703) 785-7946
    patrick@encoreengagement.com
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    Foundation Forward