Get to Know Me

Israel has more than 17 years of experience providing value-add compliance and tax consulting services to not-for-profit clients of all sizes, including Public Charities, Private Foundations, Membership Associations, Arts and Cultural Organizations, and all other subsectors of the Not-for-Profit industry. He is an expert in Unrelated Business Income Tax (UBIT) and foreign filing requirements for tax-exempt entities. He has experience in providing Employee Benefits Tax compliance and consulting services to a diverse group of clients including Fortune 100 companies and some of the largest pension trusts in the world and assisting clients with the implementation of the requirements of various new legislation and regulations at both the Federal and State levels.

Israel is a frequent author for wealthmanagement.com, New York State Society of CPAs TaxStringer, Bloomberg BNA, AICPA Journal of Accountancy, AICPA Insights and plansponsor.com. He also has presented at numerous regional and national conferences including New York Council of Nonprofits (NYCON), AICPA National Not-For-Profit Industry Conference, New York State Society of CPA’s annual exempt organizations conference, and the New York Nonprofit Media Nonprofit OpCon.

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Latest Thinking

2025 Budget planning and management concept. Calculator, company income and expenses, for non-profits annual reporting.
New 2025 Filing Requirements for PA Nonprofits

Starting January 2025, due to Pennsylvania Act 122, most domestic and foreign filing associations registered to do business in Pennsylvania are required to file an Annual Report. This report will […]

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us capitol on financial reports
A New Era for Tax Policy: What Nonprofits Can Expect Under a Trump Administration

As the political landscape shifts with President Trump back in the White House and Republicans holding the majority in Congress, the practical implications for tax policy are significant. For not-for-profit […]

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making a donation to charity
Charitable Giving and Education Savings in 2024

For 2024, donors may claim a tax deduction for contributions of cash of up to 60% (for non-cash assets held more than one year up to 30%) of one’s AGI. […]

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