Kurt Bennion

Overview

Kurt has more than 20 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; federal and state unrelated business income tax (“UBIT”) filings; analysis of activities for unrelated business activities; excise taxes and Form 4720; various international tax filings related to foreign investments; maintaining public charity status with the IRS; 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; tax-exempt bond compliance; lobbying and political activities; and excess benefit transactions.

Kurt's primary focus is the healthcare industry, including hospitals, health systems, senior living organizations and federally qualified health centers (FQHCs), and subsidiaries of those organizations. He currently leads CLA's exempt tax services for tax-exempt healthcare 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. 

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.

Education

In the community