Are alternative investments right for your church? More and more churches are investing in alternative investments. These alternatives are often structured as limited partnerships or limited liability companies and are often treated for income tax purposes as partnerships. In this webinar, we will address the unique accounting, auditing, and tax implications that these investments present—and we will discuss the impact of these implications on overall investment return.
Alternative Investments—Accounting, Auditing, and Tax Considerations
About the Author: Dale Houser
Dale Houser is a partner and the assistant national director of audit and assurance services for Batts Morrison Wales & Lee, a national CPA firm dedicated exclusively to serving nonprofit organizations and their affiliates across the United States. He leads the firm’s engagement team members on audit and assurance engagements, including some of the firm’s largest and most complex client engagements. Dale has more than 15 years of experience in auditing nonprofit organizations, analyzing internal controls, and other related areas of practice. He also has extensive experience in conducting Single Audits in accordance with Generally Accepted Government Auditing Standards. He has been a national conference speaker on nonprofit accounting, finance, and related issues. Dale is based in BMWL’s national headquarters office in Orlando.