Simplify the tax complexities of a global impact
Having an international mission means navigating complex international tax laws.
Managing compliance, planning and ever-changing requirements can be challenging for nonprofits already facing limited staff and resources. That’s why it’s critical to work with a firm that understands the unique tax needs of nonprofits.
Whether you’re a U.S.-based organization expanding abroad or a foreign organization establishing a presence in the U.S., Wipfli’s international tax services for nonprofits understand the multinational tax risks you face.
Why Wipfli?
Wipfli combines extensive tax knowledge and over 45 years of experience serving nonprofits to provide a wide range of international tax services.
We can help you increase tax efficiency, mitigate risks and stay up to date on regulations that may impact your organization. We also maintain a membership with Allinial Global, giving us access to accounting firms from across the globe.
We’re ready to help you develop an effective tax strategy no matter where your mission takes you.
How we help
International tax consulting
Minimize your effective worldwide tax rate with Wipfli’s tax consulting services, including:
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International tax compliance and reporting
Work with a team that understands the filing requirements for U.S. inbound/outbound transactions your organization may face. Our team offers services for determining your reporting requirements, preparing and filing your tax returns and uncovering delinquent filings to mitigate penalties. |
Entity structuring and optimization
Let Wipfli tailor the structure of your new entity. We can optimize your global strategy to help ensure your organization’s operations are tax efficient and aren’t compromised by local statute transgressions. |
Global mobility
Wipfli can help you support employees through international moves with assistance for assignment planning, tax equalization policy review and payroll review. We can also handle tax equalization calculations and income tax filing requirements for an employee’s home and host locations. |
Certified acceptance agent services
Wipfli is an IRS-authorized Certified Acceptance Agent, allowing us to assist with Individual Tax Identification Number (ITIN) applications, including reviewing and submitting the supporting documentation needed to obtain the ITIN. |
Transfer pricingWipfli’s transfer pricing team works to understand your global profile so that we can carefully analyze any cross-border transactions and apply the approach that best fits your organization. Our services include recommending the most appropriate transfer pricing methodology, review and audit preparation, determining the arm’s-length range and preparing your transfer pricing documentation. |
Our team
Magnolia Mabel Movido, J.D., L.L.M., E.A.
Magnolia Mabel Movido, J.D., L.L.M, E.A. heads Wipfli鈥檚 International Tax Practice. Magnolia advises our individual and corporate clients on U.S. internal tax implications of their U.S. inbound or outbound transactions. She also handles complex structuring and tax planning projects. Magnolia鈥檚 prior experience includes managing the global tax compliance and reporting for middle market to Fortune 10 companies, which involved launching businesses into new territories, identifying and mitigating risks for foreign entities, and ensuring compliance with local laws. She has experience in transfer pricing and working with global teams in more than 150 countries.
Michael J. Peterson, CPA
Michael Peterson is a senior tax manager specializing in tax-exempt organizations. He works closely with healthcare, traditional nonprofits, private foundations and state chartered credit unions regarding tax planning and compliance. Whether preparing Form 990s, helping set up new tax-exempt organizations, or navigating the complex Internal Revenue Code applicable to tax-exempt organizations, Michael is concerned with providing the highest level of quality and service.
Bill Smith, CPA
William M. Smith is a senior manager with over 30 years of experience in providing tax services. Bill leads our international tax consulting practice and advises on the U.S. tax consequences of their cross-border transactions. His experience includes both inbound and outbound clients. He has advised international clients for a Big 4 accounting firm, managed international tax matters for two Fortune 500 companies and addressed international tax issues for a global asset management firm.
