Katrina Wessbecker

Tax-Exempt and Nonprofit Organizations. Katrina counsels public charities, private foundations, hospitals and healthcare organizations, academic institutions, and other organizations on issues occurring throughout an organization’s life cycle, including:

• Formation and tax-exemption
• Private foundation excise taxes
• Unrelated business income tax
• Hospital 501(r) and community benefit requirements and policies
• Excess benefit transactions
• Compliance with operational requirements
• State property and sales tax exemptions
• Governance and conflict of interest issues
• Dissolution and division process
• Charitable planning involving tax-exempt organizations

Tax Controversy. Katrina represents tax-exempt and business entities in all types of federal, state, and local tax disputes. She has successfully resolved disputes at the audit, administrative, and federal and state court levels. Her experience includes the following types of matters:

• Tax-exempt organization and unrelated business income tax
• State corporate income and franchise tax 
• State sales and use tax
• Payroll tax
• Provider tax
• Civil penalties
• Collection
• Property tax

Payroll and Tax Reporting. Katrina advises clients on federal and state payroll and tax reporting issues, including:

• Remote workforce
• Executive compensation
• Fringe benefits
• Payroll tax correction and reporting
• Information returns

Tribal Tax Matters. Katrina represents Indian tribes, tribal entities, and tribal members in federal, state, and tribal tax matters. Her experience includes representation in federal and state controversies, advising on tax exemptions, business and investment tax planning, and compliance with federal and state tax laws.