Gordon Advisors P.C.

Compliance requirements for nonprofits continue to evolve — and even small filing changes can create larger downstream implications if they’re missed.

One recent example: the IRS has moved Form 8976 (Notice of Intent to Operate Under Section 501(c)(4)) to a new electronic filing system through Pay.gov.

While the form itself hasn’t changed, the process has. That means:
• New filings must follow updated submission requirements
• Historical records may not carry over automatically
• Documentation gaps can create issues during audits or reviews

Changes like this are easy to overlook and can introduce risk if filing processes, record retention, and internal controls aren’t aligned.

If your organization is navigating evolving IRS requirements, now is the time to review your processes. Connect with Gordon Advisors’ non-profit team: https://bit.ly/3Cjl7pJ

At Gordon Advisors, we work alongside business owners to nurture new growth — from financial planning and tax strategy to structuring decisions that support long-term goals.

Plant the seeds for what could be: https://bit.ly/45FPjJW

We’ve been seeing real estate owners surprised by higher taxes because of these three rules that are easy to blur and costly to misapply:
• Material Participation.
• Qualified Business Income.
• Net Investment Income Tax.

Often, it comes back to how the three rules were treated. The way they’re applied can quietly change how income and losses behave. Each rule affects how income is taxed, how losses are treated, and how much flexibility owners truly have. Misunderstanding where one ends and another begins can lead to higher tax exposure or missed planning opportunities.

Gordon Advisors’ Real Estate Tax Consulting Group can look at how you actually operate, how your entities are structured, and where you’re trying to go next—then help you plan accordingly.

Clarity here can materially change outcomes: https://bit.ly/4bdlXFq