Joseph DeTrane CPA

Partner, Tax Sevices, Grant Thornton LLP

Joe has represented tax exempt organizations for over 33 years. He has successfully served many tax exempt organizations in the areas of obtaining and maintaining tax exempt status, mergers and acquisitions, purchase accounting, requesting private letter rulings, negotiating technical advice memorandums and seeking closing agreements with the IRS and State Departments of Revenue. Joe has provided consultation to clients with regard to the excess benefit transaction provisions, the unrelated business income rules and regulations, and the tax provisions associated with lobbying by public charities. He has special expertise in planning, structuring, and reporting transactions, programs and activities for tax exempt organizations addressing the revised Form 990 disclosure requirements. Joe has advised clients with regard to compensation and benefit programs, especially those programs that are unique to tax exempt organizations, and payroll practices. He is particularly familiar with multi-entity organizational structures including corporate subsidiaries, joint ventures, disregarded entities, supporting organizations and related charitable foundations, and political action committees.
Joe has represented many tax exempt and taxable clients during face-to-face examinations by the IRS, including several IRS large case audits and state tax audits and conducted mock audits. He has published articles and presented seminars in the areas of tax exempt status, IRS audits, FAS 109 and FIN 48 (ASC 740), compensation and benefits and corporate and individual taxation.

Appearances