Not-for-Profit Tax Update for Fall 2020

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Presented on:
December 10, 2020 2:00 PM PT
Duration:
1 hour
Location:
Online
Contact:
Laura Krauss, Moss Adams, 972-458-3748
Cost to attend:
Complimentary

Join us as we discuss important tax updates from the US Department of the Treasury, Congress, and the IRS affecting tax-exempt organizations. We’ll cover a number of topics, including:

  • The Taxpayer Certainty and Disaster Tax Relief Act of 2019
  • COVID-19 related updates
  • Excess compensation
  • 990-T unrelated business income silo reporting
  • Tax reform
Register

Speakers

Mike Lumsden, CPA, Senior Manager, Moss Adams

Mike has practiced public accounting since 2010. He specializes in providing tax services to tax-exempt organizations, such as health care companies, schools and universities, museums, and foundations. Mike has extensive experience with tax compliance, unrelated business income analysis, research, and complex tax matters related to ongoing compliance and targeted tax planning. He’s also practiced in working with for-profit clients, specifically corporations and partnerships.

Jane Coleman, CPA, Senior Manager, Moss Adams

Jane is a CPA and has practiced public accounting since 2008. She specializes in providing tax and consulting services to not-for-profit organizations in various industries. Jane’s experience includes a variety of clients in the not-for-profit industry, including universities, religious organizations, foundations, and social service organizations.. Jane is also a board member for Dreams for Change.

Registration Form

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Applicable Industries

Not-for-Profit

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.