We will take a deep dive into best practices related to not-for-profit governing body responsibilities and policy development. Throughout the discussion, we will highlight areas of the Form 990 and the IRS’s perspective of what is good governance.
Jeanette provides tax services to various types of taxable and nontaxable entities. She primarily serves exempt organizations and health care providers. Her services include federal annual returns, IRS applications for exemption and other IRS correspondence. She provides guidance and research to assist exempt organizations in their compliance with ever-changing exemption and reporting requirements.
She has worked with large hospital systems, including entities organized as partnerships, corporations, trusts and exempt organizations.
Kevin is BKD’s South Region Leader for the Tax Exempt Organization practice. He is a member of BKD National Not-for-Profit Group, BKD National Governmental Group and BKD National Health Care Group. He also works with the firm’s Private Client Services team. He has more than 10 years of experience focusing primarily on tax compliance, tax consulting and wealth management services.
He performs comprehensive reviews of tax returns and financial information to determine compliance with taxing authorities and identify opportunities for further financial growth. He provides detailed guidance to various entity types on proper structure, reporting and operation and has had favorable experiences with taxing authority examinations.