How Alternative Investments Affect Tax-Exempt Organizations

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Presented on July 24, 2023

Wendy Campos, Principal, Not-for-Profit Practice
Ryan Woods, Senior Manager, Not-for-Profit Practice

View our webcast, How Alternative Investments Affect Tax-Exempt Organizations. We’ll discuss key alternative investment considerations for board members, executive directors, and other leaders. We’ll also discuss the accounting and tax advantages and disadvantages compared to managed account investments.

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Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.