Join us for our webcast, Summer 2025 Tax Update for Not-for-Profit Organizations, in which we’ll explore important tax updates and developments from the Department of Treasury affecting tax-exempt organizations as well as the following topics:

• IRS Priority Guidance plan, exempt organization focus areas, and exams
• Inflation Reduction Act credit updates and direct pay
• The executive orders landscape
• Tax Cuts and Job Act of 2017 and impacts for donors
• Tax proposals affecting exempt organizations

Patty Mayer, CPA, 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. She is a leader of the Moss Adams Southern California not-for-profit tax practice and a member of the firm’s not-for-profit tax committee.

Ryan Stedman, CPA, Senior Manager, Moss Adams

Ryan has practiced public accounting since 2013. She provides tax compliance, research, and consulting services to a wide variety of clients with an emphasis on not-for-profit entities. Ryan works with higher education, public charities, health care industry entities and private foundations. She also practices in exempt status structuring, application, and maintenance. Ryan 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, and foreign activities.