Overview
Kurt has more than 17 years of experience specializing in the tax and exemption issues facing tax-exempt organizations in the nonprofit industries. Kurt provides technical knowledge in addressing the most recent developments in laws and regulations that impact tax-exempt nonprofit organizations.
Kurt's experience includes the reporting requirements of Forms 990 and 990-PF; federal and state unrelated business income tax (“UBIT”) filings; registering for and maintaining charitable status with state agencies; applying for income tax exemption from the IRS; applying for sales and property tax exemption from state agencies; and analysis of activities for unrelated business activities. Kurt’s professional background includes a tax analyst position at a large health system, serving the system’s needs related to income, sales, and property taxes; registering for tax-exemption; and addressing the tax implications of accountable care organizations.
Kurt assists hospitals exempt under Section 501(c)(3) in understanding and complying with the Section 501(r) requirements, including the community health needs assessment, the financial assistance policy, and related policies. He presents on this and other topics at conferences across the country and published a whitepaper on the topic.
Education
Master of Accountancy in Tax, Brigham Young University's Marriott School of Management
BS, Accounting major, Economics minor, Brigham Young University's Marriott School of Management
In the community
American Institute of Certified Professional Accountants, member
Washington State CPA Society, member
Washington State chapter of HFMA, member
American Health Lawyers Association, member