Partners

Our partners are recognized thought leaders in the nonprofit community. Their expertise, commitment, and values set the tone for the firm.

You can also learn about our firm leadership and senior managers and tax counsel.

 

Ted R. Batson, Jr.

Partner and Tax Counsel
Professional Practice Leader – Tax


505.50.CAPIN ext. 1105
Areas of Service

Tax law
Nonprofit tax compliance
Tax and accounting
Charitable planned giving

Background

A certified public accountant and licensed attorney, Ted advises exempt organizations of all sizes on a wide range of tax matters, including representation before state and federal tax authorities and assistance with firm audit or advisory engagements to formulate advice and counsel on important operating and tax issues. Ted also assists clients with general tax issues, unrelated business income, charitable solicitation, planned giving, compensation planning and reporting, and missionary employment structures.

In addition to tax advisory services, Ted also leads the firm’s tax preparation practice, including IRS Forms 990 and 990-T and related state forms.

Prior to joining CapinCrouse, Ted served as Executive Vice President of Professional Services at Renaissance Administration LLC.

Civic/Professional Involvement

American Institute of Certified Public Accountants, member
Missio Nexus Mission Finance and Administration Planning Committee, member
Church Law & Tax, Advisor-at-Large
AICPA Trust, Estate, and Gift Technical Resource Panel, member
AICPA Fiduciary Accounting Task Force, past member

Certifications and Licenses

Certified Public Accountant (CPA) – Indiana
Admitted to practice law in Indiana
AICPA Not-for-Profit Certificate

Speaking and Other Service

Ted frequently speaks about charitable tax matters and charitable giving strategies to audiences across the country, including the Missio Nexus Mission Leaders Conference, Christian Leadership Alliance Outcomes Conference, AICPA Advanced Estate Planning Conference, National Conference on Planned Giving, the Advisors in Philanthropy National Conference on Philanthropy, and the Indiana Continuing Legal Education Forum. Ted has published articles in several publications, including the Journal of Accountancy, Church Law & Tax, and The Tax Adviser.

Education

B.A., Asbury University
M.B.A., Indiana University Kelley School of Business
J.D., Indiana University Robert H. McKinney School of Law

 

Note: Although licensed to practice law in Indiana, Ted’s services through CapinCrouse do not involve the practice of law and consequently do not result in the creation of an attorney-client relationship.