Subrina_Wood

Subrina L. Wood CPA, CGMA

Tax Manager, Tate & Tryon

Subrina L. Wood is a Tax Manager in the Firm’s Exempt Organization Tax department with more than 25 years of exempt-organization tax experience. Previously, Ms. Wood worked in the tax departments of the Boston offices of KPMG, Mellon Bank, and Thompson Reuters. While at KPMG, Ms. Wood concentrated on high net worth individuals and planned giving strategies. At Mellon Bank, she managed the Boston office’s Planned Giving Administration group which handled the bank’s charitable remainder trusts, pooled income funds, and gift annuities. Ms. Wood also managed Mellon Bank’s Tax Exempt Section which handled various accounting, tax status, and tax reporting issues for public charity and private foundation clients. Lastly, Ms. Wood spent some time at Thompson Reuters where she oversaw the accounting and filing of more than 3,500 trusts, public charities, and private foundation returns.

Ms. Wood has extensive experience establishing and maintaining private foundations and charitable gift strategies, and has worked with organizations such as Carnegie Mellon University, Virginia Military Institute, and Smith College. Ms. Wood has considerable knowledge of charitable trust taxation and charitable giving as part of an estate plan. She currently works with a number of highly visible organizations, including: Americans for the Arts, American Health Lawyers Association, American Public Health Association, the Council of Better Business Bureaus, the National Association of Federal Credit Unions, and the National Foundation for Credit Counseling.

Ms. Wood has considerable experience with the following exempt organization tax specialty areas:
Tax reporting for nonprofits holding alternative investments, preparing entities for electronic filing and payment options, accounting and reporting for special events and fundraisers, handling nonresident alien tax issues and Form 990 reporting


Appearances