Rick Speizman

Rick Speizman

Mr. Speizman has twenty-five years of experience consulting with tax-exempt organizations on tax issues. His experience includes analysis and planning of reorganizations, joint ventures, affiliations, investments and other types of transactions; diagnosis and resolution of tax issues, individually, and in the context of large scale tax evaluations and corporate compliance programs; evaluation and development of tax policies, procedures and controls; representation before the IRS with respect to coordinated examination program (CEP) exams and other tax matters; preparation of IRS determination, technical advice and private letter ruling requests; due diligence reviews; assistance with grant-making programs; leadership of industry coalitions; and consulting on tax legislative and regulatory developments.

Clients have included health care providers, managed care entities, retirement and low-income housing providers, educational institutions, scientific research organizations, museums and other cultural institutions, religious organizations, athletic organizations, charities, private foundations, social welfare organizations, trade associations, pension funds, social clubs, fraternities and sororities, tax-exempt financial institutions, governmental entities, and their managers and advisors.