Director of Not-For-Profit Tax
For more than three decades Rich Ruvelson has provided tax consulting and Form 990, 990-PF and Form 990-T compliance services to tax-exempt nonprofit clients and multi-employer plans, including a wide variety of publicly supported charitable organizations and private foundations, labor unions, associations, VEBA’s and retirement plans. He specializes in unrelated business income tax, structuring, applying for and maintaining tax-exempt status, private inurement and intermediate sanctions, private foundation excise taxes, worker classification and other tax issues effecting his clients. He has worked closely with large and small tax clients, including a small number of nationally known organizations and has frequently consulted with clients, including their boards, management and legal counsel. Rich has, also, served as Treasurer and Finance Director of the California Endowment, the conversion of which he helped structure and served as Corporate Tax Manager of the University of Washington.
Rich has taught at many industry conferences and internal and external webinars and training programs. Currently he teaches tax-exempt, private foundation and unrelated business income tax training programs for the CalCPA Education Foundation.
Rich oversees tax services provided to clients of Bond Beebe’s Not-for-Profit Tax Group, including both consulting and the preperation and review of our clients’ returns. He, also, serves on the Boards of Directors of FairWarning and Capital Fringe, Inc.
• American Bar Association, Section of Labor and Employment Law, Employee Benefits-Union & Employee Committee
• American Bar Association, Section of Taxation
• Greater Washington Society of CPAs
Education and Licenses
• Bachelor of Arts, History, University of Wisconsin-Madison
• Juris Doctor, William Mitchell College of Law
• Licensed Attorney – Minnesota