David Trimner

David has provided specialized tax consulting and compliance services to several hundred tax-exempt clients over his 18 year career. He provides Federal and state tax services, focused primarily on public charities, private foundations, trade associations, healthcare organizations and higher education institutions. David devotes himself to thorough comprehension of the rules and regulations critical to charitable and tax-exempt entities as well as assisting in the preparation of tax filings designed to enhance an organization's image with contributors, the media and the general public. He also assists clients on a variety of other issues including unrelated business income, intermediate sanctions, obtaining and maintaining exempt status, IRS examinations, executive compensation and benefits disclosures, and state solicitation requirements.