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Spring 2022 Not-for-Profit Tax Update

June 28 @ 1:00 pm - 2:00 pm EDT

Free
MossAdams CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.

 

START TIME: June 28, 2022 10:00 AM PT
DURATION: 1 hour
LOCATION: Online
CREDITS: 1
CONTACT: Lauren Feeney, Moss Adams, (206) 302-6406
COST TO ATTEND: Complimentary

Join us for our webcast, Spring 2022 Not-for-Profit Tax Update, exploring important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations.

We’ll address the changing tax landscape and provide insight into COVID-19 relief initiatives, as well as the following topics:

  • Potential changes under President Biden’s administration
  • Congressional guidance
  • Recent tax rulings and updates
  • Proposed changes to donor advised funds

REGISTER

Speakers

Lauren Haverlock, Partner, Moss Adams

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

Tracy Paglia, Partner, Moss Adams

Tracy has practiced public accounting since 1997. She has extensive experience assisting tax-exempt organizations on compliance and consulting tax issues from formation to termination. Tracy is a tax and consulting team member on public charity, private foundation, university, association, and health care clients throughout the firm.

Patty Mayer, Director, Moss Adams

Patty has practiced public accounting since 1984. She provides tax and related tax planning services with an emphasis on not-for-profit and Tribal organizations. Patty works predominately with public charities, private foundations, and Tribal organizations.

Qi Wen Liang, Senior Manager, Moss Adams

Qi Wen has practiced public accounting since 2006. She serves a variety of not-for-profit sectors, including higher education, charitable foundations, museums, health care, environmental, religious, social welfare, and private foundations, as well as public and private for-profit companies. Her broad range of experience spans from start-ups to established and well-known organizations in the not-for-profit sector.

CPE Information

PROGRAM LEVEL: Overview
CREDITS: Accounting: 1
DELIVERY METHOD: Webcast
LEARNING OBJECTIVES: After completing this training, participants will be able to; identify IRS and Capitol Hill focus for tax exempt organizations; identify COVID-19 tax considerations; navigate recent IRS updates specific to the Tax Cuts and Jobs Act (TCJA), Coronavirus Aid, Relief, and Economic Security (CARES) Act, and other recent guidance; and identify state nexus and remote employee tax implications.
PREREQUISITES: None
REFUND POLICY: For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at (206) 302-6406 or send them an email.
Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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