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

erisa form 5500
On-Demand Webinar: Navigating the Latest Form 5500 Updates for Employee Benefit Plans

Form 5500 is an important document that is the cornerstone of reporting and disclosure for employee benefit plans. Staying up-to-date with the latest changes and regulatory updates is essential to […]

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Filling out online forms
Recent Significant Changes to Form 5500: What You Need to Know

Form 5500 is an annual report filed by employee benefit plans with the U.S. Department of Labor (DOL) and the Internal Revenue Service (IRS). The form is used to disclose […]

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roundtable conference
On-Demand Webinar: Not-for-Profit Basics for Board Members

This session will discuss how a not-for-profit is formed, the needs that should be considered, and the basics of financial reporting principles. We will go in-depth into a detailed review […]

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