COPLEY SQUARE TAX GROUP LLC
STRATEGIC TAX PLANNING
Expert Guidance
With decades of experience, our staff has the capabilities and expertise to take your club to the next level. At Copley Square Tax Group, we combine our insights and skills to transform your processes and strategies, and in turn, your organization. We’re proud to help shape and improve how our clients structure and manage their organization.
HOW WE HELP YACHT CLUBS, SOCIAL CLUBS & NONPROFITS
Specialized Tax Planning & Advisory
• Unrelated Business Income (UBI) Consulting: Navigating nonmember income, investment income, facility rentals, and cost allocation rules for 501(c)(7) social clubs and 501(c)(3) charities.
• Tax Exemption & Structural Planning: Protecting and establishing tax-exempt status, reviewing traditional vs. nontraditional club activities, and structuring capital projects or real estate transactions.
• Board & Treasurer Advisory: Practical education and strategic guidance for club treasurers, finance committees, and boards of directors.
