Fred Longwood Email & Phone Number

United States

Mclean, Virginia, United States

• Managed over $1.4M in billable client tax work including federal and state tax compliance, research and consulting projects, and federal income tax exemption applications including the management of time, billing, and engagement realization• Successfully represented clients before the IRS and other taxing authorities in examinations of clients’ information, excise, and income tax returns• Prepared and reviewed calculations for unrelated business income tax including the evaluation of the income tax impact on exempt organizations from such activities as debt financed rental income, advertising revenue, and various exploited exempt activities including merchandise sales, and the development of tax reduction strategies• Prepared and reviewed calculations for the excise tax imposed under Section 4960 of the Internal Revenue Code and managed the preparation and review of the related Form 4720s• Consulted with clients on choice of entity• Consulted with clients on liquidation of taxable subsidiaries• Consulted with C-3/C-6 organizations on their intercompany service agreements

Washington, District Of Columbia, United States

• Managed full scope of tax engagements, from planning with clients and coordinating with staff, to preparation and review of income tax returns including the management of time, billing, and engagement realization• Facilitated the professional and technical development of associates and in growing the EO tax division through the Firm’s intern program and entry level staff recruiting program• Consulted with clients to establish the rebuttable presumption under Section 4958• Participated in the Firm’s industry seminars to provide education on relevant topics of interest to tax exempt organizations• Partnered with a wide-variety of tax-exempt organizations to provide meaningful tax advice and counsel to help them further their mission and purpose• Led continuing education programs for staff as well as presenting courses at GWSCPA nonprofit section meetings and the annual symposium

Ms, Taxation

Education record

Bba, Business/Accounting