White Paper: Strategic Relationships in the Nonprofit Senior Living Field - When One Plus One Is Much More Part One

CliftonLarsenAllen

Description

Special thanks for significant contributions to this paper to: About CliftonLarsonAllen Janet Goelz Hoffman, Esq. Katten Muchin Rosenman LLP CLA’s 3,600 people are dedicated to helping businesses, governments, nonprofits, and the individuals who own and lead them. From offices coast to coast, our professionals practice in specific industries to deliver audit, tax, advisory, and consulting capabilities best aligned with our clients’ needs. Integrated wealth advisory services address their personal financial goals, and our international resources help organizations successfully enter and compete in all markets, foreign and domestic. For more information, visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC. With thanks to the following executives who have provided their review of the content above and have indicated their willingness to be a resource for questions readers may have regarding their organizations’ experiences. ACTS Retirement-Life Communities, Inc. Gerald T. Grant, President and COO Email: jgrant@actslife.org American Baptist Homes of the West Pamela Claassen, CFO Email: pclaassen@abhow.com Bluestem Communities James Krehbiel, President and CEO Email: JamesK@Bluestemks.org Kendal Corporation Sean Kelly, Director, New Business Development Email: SKelly@kcorp.kendal.org An independent member of Nexia International Living Branches Ed Brubaker, President and CEO Email: Edward.Brubaker@LivingBraches.org Loomis Communities, Inc. David Scruggs, President and CEO Email: DScruggs@loomiscommunities.org Prelude Services Dennis Stufft, President and CEO Email: dstufft@preludeservices.com Senior Independence Richard Boyson, President Email: rboyson@seniorindependence.org Symbria Jill Krueger, President and CEO Email: jkrueger@symbria.com Wesley Enhanced Living Jeff Petty, President and CEO Email: JPetty@wesleyenhancedliving.org The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, investment or tax advice or opinion provided by CliftonLarsonAllen LLP (CliftonLarsonAllen) to the reader. The reader also is cautioned that this material may not be applicable to, or suitable for, the reader’s specific circumstances or needs, and may require consideration of nontax and other tax factors if any action is to be contemplated.

The reader should contact his or her CliftonLarsonAllen or other tax professional prior to taking any action based upon this information. CliftonLarsonAllen assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein. CLAconnect.com/seniorliving 7 30-2534 | ©2014 CliftonLarsonAllen LLP .