All about the Form 990

Robert Williams, Principal, CPA

CLA (CliftonLarsonAllen LLP)

Profile

Robert is a nonprofit tax principal with more than 15 years of experience serving tax-exempt organizations including health care organizations, colleges and universities, membership organizations, private foundations, and various other nonprofit organizations. He manages all tax compliance aspects and is well-versed in reporting issues faced by exempt organizations including Form 990 compliance, unrelated business income reporting, and alternative investments. Robert has extensive experience on tax consulting projects for organizations with a variety of issues that affect daily operations and exempt activities. He communicates closely and effectively with clients and places an emphasis on providing a high level of client satisfaction and benefit from tax services. He continually strives to keep clients informed about key issues facing tax-exempt organizations.

Technical experience

• Federal and state tax compliance and consulting
• Alternative investments analysis
• Unrelated business income tax
• Compensation/fringe benefits

Education and professional involvement

• Bachelor of science in accounting and information systems with a minor in international business from Virginia Polytechnic and State University, Blacksburg, Virginia
• American Institute of Certified Public Accountants
• Greater Washington Society of Certified Public Accountants
• Certified Public Accountant in the states of Virginia and the District of Columbia

Civic organizations

• TEGE EO Council, Volunteer & Logistics Co-Chair