Decoding the OBBBA for Tax-Exempt Organizations

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Start time:
August 13, 2025 12:00 PM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Keeva Arcala, Baker Tilly, (949) 623-0777
Cost to attend:
Complimentary

 The finalized One Big Beautiful Bill Act (OBBBA) is set to bring sweeping changes to the tax landscape—including tax-exempt organizations.

Join us for Decoding the OBBBA for Tax-Exempt Organizations, in which we’ll explore provisions that didn’t make it into the law, analyze new considerations for colleges and universities that face expanded endowment taxes, and break down the status of employee retention tax credits in a post-pandemic environment. We'll also address how changes to energy-efficiency tax credits related to the Inflation Reduction Act will impact charitable entities engaged in renewable energy projects and how funding changes could impact tax-exempt organizations.

Participants will gain clarity on compliance, planning opportunities, and potential pitfalls as they prepare for a significantly reshaped tax environment.

Register

Speakers

Lauren Haverlock, CPA, Principal, Baker Tilly

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for various exempt organizations, including public charities in health care and higher education.

She consults on many issues including public support planning, reasonable compensation practices, the tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

Lauren’s also experienced in charitable planning for businesses and individuals. She advises private foundations on tax planning related to alternative and foreign investments, structuring program and mission-related investments, charitable giving structuring, transactions with disqualified persons, expenditure responsibility, distribution planning, and more.

Wendy Campos, CPA, Principal, Baker Tilly

Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a highly capable business advisor, providing compliance and consulting in the areas of unrelated business income, alternative investments, deferred taxes, Forms 990, 990-PF, and 990-T, grantmaking, and much more.

Shelby T. Netz, CPA, Principal, Baker Tilly

Shelby leads the Wisconsin and Michigan not-for-profit tax practice at Baker Tilly and specializes in providing tax compliance and consulting services to not-for-profit and for-profit organizations.

Registration Form

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CPE Information

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

After completing this training, participants will be able to identify key provisions in the law that directly impact tax-exempt organizations, including business and charitable giving provisions; explain provisions that didn’t make it into the law; state the implications of the expanded endowment tax on colleges and universities, including new thresholds and reporting considerations; discuss the extended or modified rules related to employee retention tax credits and how they could still apply to employers at tax-exempt organizations; and illustrate how the Inflation Reduction Act energy-efficiency credits can benefit tax-exempt organizations.

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 her an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP 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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Applicable Industries

Foundations Higher Education 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.