I have been affiliated with WD&W for over seven years and have consistently received valuable accounting and tax advice at a reasonable price.

JOE OTTAVIANO, Carton Service

Private Clubs

Walthall, Drake & Wallace LLP has over 60 years experience in serving the private club community in northeast Ohio, including social, country, yacht, and sporting associations.

SERVICES   Contact
Audits and Assurance Services This Group
Reviews, Compilations, Agreed-Upon Procedures 
Employee Benefit Plan Audits
Obtaining and Maintaining Tax Exempt Status
Fraud Detection and Prevention
Board of Trustee Consulting
Form 990, 990-T, Tax Matter Representation 
Functional Cost Allocations 
Operational Reviews 
Internal Control Consulting 
Understanding and Implementing New Accounting Standards 
Minimization of Unrelated Business Income 
Real Estate Taxes and Sales Tax Issues 

 

          Click on the links below for more information!

HELPFUL TOOLSGROUP MEMBERS
Guide Star - National Database of Non ProfitsJanice Paul-Canfield, Chairperson
Ohio Association of Non Profit OrganizationsTom Scharf, Partner
IRSJen Witczak
Hospitality Financial and Technology Professionals
Greater Cleveland Chapter of the Club Managers' Assoc.   
Hospitality Net 
Record Retention Guide 

 
ARTICLES
Board Governance and the Private Club (Sep 2011)
Non-Profits Can Claim Tax Credits for Health Insurance (Nov 2010)
Ohio's New Matchmaking Site Connects Small Businesses
  with Lenders (Oct 2010)
Fundraising: 14 Trends and Omens (Oct 2010)
Best Practices for Exempt Organizations and Form 990 (Sep 2010)
The Effect of the Economy on the Non-Profit Sector (Aug 2010)
Very Small Tax-Exempt Organizations Get an Extended Filing
  Deadline to Preserve Their Exempt Status (July 2010)
Filing Deadline for Small Charities - Form 990-N (e-Postcard) (June 2010)
Annual Electronic Filing Requirements for Small Exempt Organizations
  - Form 990-N (e-Postcard) (June 2010)
Benefits of Audit Committees and Audit Committee Charters
  for Not-for-Profit Organizations (June 2010)
5 Ways to Use the Form 990 to Target Funding (June 2010)

File Form 990 on Time to Preserve Tax-Exempt Status (Feb 2010)

Planning for Possible Changes in Your Audit Engagement (Nov 2012)