Zachary Segal

Senior Manager – CohnReznick Advisory LLC

As a member of the national Exempt Organization Tax Services (EOTS) practice, Zachary is a Certified Public Accountant with more than sixteen years of experience serving a variety of clients including public charities, higher education institutions, affordable housing organizations, CDFIs, associations, healthcare organizations, and private foundations.

Zachary has extensive knowledge in advising his clients on tax compliance including federal and state audits/notices ranging from exemption revocation, employment taxes, unrelated business income tax issues, and issues related to maintenance of tax-exempt status. His experience extends to tax-exempt clients with complex investment portfolios, managing compliance with IRS UBIT requirements, foreign filing requirements, and forms governed by the FinCEN, as well as compliance and consulting pertaining to retirement plans, related to Form 5500 compliance. Zachary has also served clients in the areas of taxable organizations, including corporations (C-Corp/S-Corp) and partnerships, providing assistance with both compliance and consulting on complex matters.

Public Sector Not-for-Profit and Education Healthcare Private Client Services

Tax Federal Tax

Experience and credentials

Certified Public Accountant

Experience extends to tax-exempt clients with complex investment portfolios, managing compliance with IRS UBIT requirements, foreign filing requirements, and forms governed by the FinCEN

Compliance and consulting pertaining to retirement plans, related to Form 5500 compliance

Extensive knowledge of assisting his clients in the area of tax compliance, including federal and state audits/notices ranging from exemption revocation, employment taxes, unrelated business income tax issues, and issues related to maintenance of tax-exempt status

Served his clients in the areas of taxable organizations, including corporations (C-Corp/S-Corp) and partnerships, providing assistance with both compliance and consulting on complex matters

Education

B.S., Accounting - State University of New York

M.S., Taxation, State University of New York at Old Westbury

Professional affiliations

American Institute of Certified Public Accountants

New York State Society of CPAs (NYSSCPA)

St. Jude Children’s Research Hospital, St. Jude “Hero Ambassador”/Athlete

NYSSCPA Exempt Organizations Committee, Vice Chair

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