Tax-Exempt Services

From maintaining your exempt status to filing the proper tax forms, tax-exempt organizations like yours have a lot to consider. BKD has years of experience supporting complex health care systems, higher education institutions, foundations and other exempt organizations with their tax planning and filing needs. Virtually every decision an exempt entity makes has tax implications, so reporting accuracy is incredibly important. We can help:

Not-for-Profit

  • International payroll tax
  • Transfer pricing studies
  • IRS mock audit
  • Public support test
  • Form 1023 assistance
  • Intermediate sanctions
  • Executive compensation planning
  • Private foundation planning
  • Planned giving
  • Fringe benefit consulting
  • Alternative investments, UBI and Foreign reporting
  • Charitable remainder trusts
  • IRS exam assistance
  • Form 990 Benchmarking
  • Tax exempt bonds
  • Services specific to associations
    • Nondeductible dues calculation
    • Political activity
  • Form 5500 preparation
  • Independent contractor analysis
  • Sales tax consulting
  • New market tax credits
  • Property tax consulting
  • Services specific to religious organizations
    • Minister Housing Allowance
    • Social Security exemptions
    • Integral agencies of a church or denomination
    • Designated contributions
For more information, visit the Not-for-Profit industry page

Higher Education

  • International payroll tax
  • Transfer pricing studies
  • IRS mock audit
  • Public support test
  • Form 1023 assistance
  • Intermediate sanctions
  • Tax exempt bonds
  • UBI review:
    • Alternative investments
    • Advertising
    • Research contracts
    • Bookstores and catering
    • Conferences
    • Income from controlled entities
  • Executive compensation planning
  • Planned giving
  • Fringe benefit consulting
  • Charitable remainder trusts
  • IRS exam assistance
  • Form 990 benchmarking
  • Tax exempt bonds
  • Form 5500 preparation
  • Independent contractor analysis
  • Sales tax consulting
  • New market tax credits
  • Property tax consulting
For more information, visit the Higher Education industry page

Health Care

  • Transfer pricing studies
  • Community health needs assessment
  • IRS mock audit
  • Public support test
  • Form 1023 assistance
  • Intermediate sanctions
  • UBI review:
    • Joint venture analysis
    • Pharmacies
    • Lab services
    • Management fees
    • Patient and non-patient revenue
    • Research contracts
    • Income from controlled entities
    • Alternative investments
  • Executive compensation planning
  • Fringe benefit consulting
  • 501r consulting and planning
  • Charitable remainder trusts
  • Tax exempt bonds
  • Form 5500 preparation
  • Independent contractor analysis
  • Sales tax consulting
  • New market tax credits
  • Property tax consulting
  • Physician compensation consulting
For more information, visit the Health Care industry page

To help organizations address the challenges associated with IRS Form 990, we developed BKD 990connect. This innovative tool helps reduce time, simplify the preparation process and communicate directly with your tax advisor. With 990connect, you can:

We’re committed to providing the solutions you need, and we hope BKD 990connect will be the intuitive and valuable resource you need to enhance your tax return process.

Existing users, click here to sign in.

Mike Engle

Partner

Mike Engle

Partner

Health Care
Not-for-Profit & Government

1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246

Kansas City
816.221.6300

Joyce Dulworth

Partner

Joyce Dulworth

Partner

Health Care
Not-for-Profit & Government
Private Client Services

200 E. Main Street, Suite 700
Fort Wayne, IN 46802-1900

Fort Wayne
260.460.4000

Paige Gerich

Partner

Paige Gerich

Partner

Health Care
Not-for-Profit & Government
Private Client Services

2800 Post Oak Boulevard, Suite 3200
Houston, TX 77056-6167

Houston
713.499.4600

Brian Todd

Partner

Brian Todd

Partner

Health Care

910 E. St. Louis Street, Suite 200
P.O. Box 1190
Springfield, MO 65801-1190 (65806)

Springfield
417.865.8701

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