EXPERIENCE

Magdalena is a tax managing director in Citrin Cooperman with over 20 years of not-for-profit industry experience. She provides tax services to a wide array of not-for-profits, including charitable organizations, schools, social welfare organizations, affordable housing organizations, professional associations and private foundations.

In addition to providing tax compliance services, Magdalena also provides tax planning and advisory services. She specializes in matters related to unrelated business taxable income, where she focuses on navigating the new reporting rules while managing and minimizing organizations' tax exposure. She helps clients that have lobbying activities with the various filing requirements and understating the complex rules. Magdalena works with organizations as it relates to compensation of executives including various retirement and incentive plans. She works with private foundations to help them navigate the complex rules of self-dealing and excise taxes. She has written many equivalency determinations for private foundations to help them with foreign giving. She also represents her clients as an authorized representative before the Internal Revenue Service and various state agencies. Furthermore, Magdalena’s experience includes serving clients with matters related to employee compensation and benefit plans, healthcare organizations and hospitals, affordable housing entities and foreign tax filings.

Previously, Magdalena was a partner at a business advisory firm before joining Citrin Cooperman, and a partner at top 10 accounting firms, where she focused on tax consulting and compliance for many of the highest profile not-for-profit clients.