This workshop on the choice of entities for NFPs will include birth and death / formation and termination issues. The speakers will discuss the Form 1023, 1023-EZ and 1024, dissolution and More
Jeff Schragg is a Tax Partner in BDO USA, LLP's Greater Washington Office (McLean, VA). For over 30 years, he has counseled clients on highly complex tax and business matters. Jeff provides his clients a broad and deep knowledge of all areas of state, federal and international taxation. He has coordinated several voluntary compliance projects for tax-exempt organizations with regard to sales tax, unrelated business income and other unreported taxes.
Jeff brings a results-driven approach to closely held businesses and high net-worth individuals. He advises clients in all phases of growth from inception to funding growth to exit strategies via sale or going public. Jeff brings sophisticated tax planning and advice to Fortune 500 companies, S corporations, trade associations and charities. He also has extensive mergers and acquisitions experience. He has served on the Board of Directors of several nonprofit organizations, including roles as both Board Chair and Treasurer. He is a graduate of Albion College and George Washington University's National Law Center.