The breadth of services offered by WD&W is a great fit with our organization and fills needs that we would otherwise have to fill ourselves.

The timing of services provided is impressive and consistent.

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
IRSAndrea Plassard
Hospitality Financial and Technology ProfessionalsJen Witczak
Greater Cleveland Chapter of the Club Managers' Assoc.   
Hospitality Net 
Record Retention Guide 

ARTICLES

File Form 990 on Time to Preserve Tax-Exempt Status (Feb 2010)
IRS Reminds NFPs to File Form 990 (Jan 2010)
IRS Imposes New Fees on Non Profits (Jan 2010)
Defined Contribution Plans for Nonprofit Organizations (July 2009)
Seven Ways to Deal with Difficult Donors (July 2009)
Video Series Helps NFPs Understand Redesigned Form 990 Requirements (Nov 2009)
8 Steps to Avoid Misappropriation of Assets (June 2009)
Why Your Auditors Always Seem Cranky (June 2009)
Are Your Internal Controls Good Enough? (June 2009)
Observations From the For-Profit World (June 2009)