Alexandra Mitchell
Managing Director, Exempt Organizations Group
Alexandra Mitchell is a Managing Director in the Exempt Organizations group of KPMG’s Washington National Tax office with more than ten years of experience in tax planning and compliance for tax-exempt organizations.
Ms. Mitchell primarily serves as a technical resource to KPMG’s domestic and international operating offices on tax matters relating to tax-exempt organizations and charitable contributions. Her experience includes transactional analysis and planning for tax-exempt organizations and their donors. She represents tax-exempt organizations before the IRS with respect to IRS examinations and requests for IRS recognition of tax-exempt status. She also advises clients with respect to legislative and regulatory matters.
Ms. Mitchell provides assistance to educational institutions, hospitals, museums and other cultural institutions, religious organizations, athletic organizations, charities, private foundations, social welfare organizations, trade associations, social clubs, political action committees, governmental entities, and their managers, advisors, and contributors. In addition, she regularly advises individuals, partnerships, and corporations on charitable contributions.
Ms. Mitchell also advises private equity and hedge funds on matters related to tax-exempt investors, including the use of blocker corporations, transitory indebtedness, and unrelated business income tax.
Prior to joining KPMG in January 2011, Ms. Mitchell was a tax associate at two large international law firms, advising clients on a variety of tax issues, with a focus on issues pertaining to securing and maintaining tax-exempt status.
Publications and speaking engagements
- “Supporting Organizations in the Spotlight,” Taxation of Exempts, November/December 2015 (with Greg Goller, Peggy Bradshaw, and Rick Speizman).
- “Keeping Step with IRS Guidance on Requirements for Tax-Exempt Hospitals,” hfm, September 2013 (with Richard A. Speizman).
- Preparing IRS Form 990: A Guide for Lawyers on Non-Profit Boards. ALI-CLE Webcast, April 18, 2013.
- “Proposed Regs Address New Hospital Tax-Exemption Requirements,” hfm, March 2013 (with Richard A. Speizman and V. Moore).