2023 Fall Not-for-Profit Tax Update

Start time:
December 14, 2023 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Keeva Arcala, Moss Adams, (949) 623-0777
Cost to attend:
Complimentary

Join us for our webcast, 2023 Fall 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 current developments affecting tax-exempt organizations as well as the following topics:

  • Credit incentive updates
  • Congressional focus areas
  • Proposed changes to donor-advised funds
  • The state of the IRS 
  • Other hot topics
Register

Speakers

Maggie Elliott, CPA, Senior Manager, Moss Adams

Maggie has practiced public accounting since 2014, providing tax compliance and consulting services to taxable and tax-exempt organizations. She consults on the public support test, unrelated business income, self-dealing, the minimum distribution requirement, grantmaking, and program-related investments. Maggie works with a variety of industries ranging from government, not-for-profit, higher education, and health care.

Colleen Ramires, CPA, Senior Manager, Moss Adams

Colleen has practiced public accounting since 2008. She provides tax planning, research, and compliance services to not-for-profit entities in health care services, social services, and the arts, as well as private and public foundations. Her expertise includes Affordable Care Act compliance; unrelated business income; private foundation requirements; employee benefit reporting; and exempt status structuring, application, and maintenance.

Registration Form

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Registration information for this event may be shared with the event's co-hosts, speakers, and sponsors.

CPE Information

Program Level:
Overview
Credits:
Taxes: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to identify IRS and Congressional focus for tax exempt organizations; identify tax credit considerations; and navigate recent IRS updates.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Keeva Arcala at (949) 623-0777 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.

Applicable Industries

FoundationsHigher EducationNot-for-Profit