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Bruce E. Bernstien
Email: bbernstien@plusassociates.com
Bruce Bernstien has a broad-based federal and state income tax practice. His areas of practice include tax planning for taxable, tax exempt and governmental organizations, international business law & taxation, tax compliance and returns, estate planning, wills trusts, probate, asset protection, IRS & State tax controversies, business law and mergers & acquisition consulting. He has been providing these services to his clients during his 30 year professional career.
Bruce works with a wide variety of clients, including tax exempt organizations, closely-held corporations, publicly-held corporations, partnerships, limited liability companies, business trusts and State and Local governments. He also provides tax, legal and business advisory services to individuals. He provides all tax planning and tax return filing requirements.
His work with clients includes, in addition to providing all of their tax return filing requirements, working with tax exempt organizations, applying for tax exempt status with the IRS and state tax authorities, IRS ruling requests to the National Office of the IRS, reorganizations, restructuring & mergers of tax exempt and taxable organizations, unrelated business income tax studies, executive compensation reviews, employee/independent contractor status reviews, payroll tax requirements and advising regarding tax exempt bond requirements and arbitrage rebate obligations.
Admitted: 1977, Texas
Law School: University of Houston Law Center, JD, 1976; Southern Methodist University, LLM, Taxation, 1980
College: University of Texas at Austin, BBA, 1974
Born: Omaha, Nebraska, April 6, 1952
ISLN: 916646569
EDUCATION
- Bachelor of Business Administration (BBA) - University of Texas at Austin
- Doctor of Jurisprudence (JD) - University of Houston Law Center
- Master of Laws in Taxation (LLM) - Southern Methodist University Law School
PROFESSIONAL ORGANIZATIONS
- American Institute, Texas Society and the Dallas Chapter of Certified Public Accountants
- American, Texas and Dallas Bar Association
NONPROFIT ORGANIZASTION ASSOCIATION
- Texas Society of CPAs Nonprofit Organization Committee
- Chair of the State Bar of Texas Tax Exempt Organizations
- Past Member of the AICPA's Tax Exempt Organizations Committee
- Member of the IRS' Tax Exempt/Government entities Gulf Coast Council (one of three IRS Tax Exempt Organizations and Government Entities personnel as well as attorneys and COPAs that serve or work for tax exempt organizations and government entities)
- Nonprofit Organizations Tax Discussion Group which is comprised of seventeen former Authur Anderson LLP professionals who were Andersen's firm wide Healthcare and Non profit Organization team
- Member of the Governance of Nonprofit Organizations Course Planning Committee
COMMUNITY AND CHARITABLE ORGANIZATIONS
- American Jewish Congress - Board Member
- Vogel Alcove - Board Member and Chair of the Audit Committee
- Angel Flight America, South Central Region- Board Member
- Children's Medical Center of Dallas Planned Giving Advisory Council - Member
- Sigma Alpha Mu Foundation - Board Member
- Sigma Alpha Mu Housing Corporation - Board Member
- Equest Therapeutic Horsemanship - Board Member
- Jewish Community Center - Member of the Audit Committee
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