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, New York State Society of CPAs TaxStringer, Bloomberg BNA, AICPA Journal of Accountancy, AICPA Insights and 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

form 5500
Form 5500 Filings: Steps to Avoid Costly Penalties

Originally Published: September 2021 | Updated: June 2024 Failed to file Form 5500 in past tax year(s)? You may be subject to penalties from both the IRS and DOL. Here […]

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A young entrepreneur working on a virtual screen of the future and sees the inscription: Employee benefits.
Significant 2023 Form 5500 Reporting Changes Released by the IRS, DOL and PBGC

The Internal Revenue Service (“IRS”), Department of Labor (“DOL”), and Pension Benefit Guaranty Corporation (“PBGC”) recently released the 2023 Form 5500s, rolling out significant reporting changes for the 2023 tax […]

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charitable donations online
Charitable Giving and Education Savings in 2023

For 2023, 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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