Not-for-Profit Tax Update: Fall 2018

Presented on:
September 19, 2018 10:00 AM PT
1 hour

How can your not-for-profit organization continue adopting changes introduced through tax reform?

In this webcast, we’ll review key updates affecting the tax-exempt sector—providing insight from the US Treasury, Congress, and the IRS and discussing a number of topics in addition to tax reform, including:

  • New IRS guidance associated with unrelated business income activity bucketing and net operating loss, or NOL, tracking
  • The impact of Notice 2018-67 and Section 965 FAQs on alternative investments
  • Donor-Advised Funds, or DAFs
  • The Philanthropic Enterprise Act, known as the Newman’s Own exception
  • 501(c)(4) reporting, 501(r) status, and exemption applications


Lauren Haverlock, Senior Manager, 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 as well as experience working with private foundations. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She 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.

Colleen Ramires, Senior Manager, Moss Adams

Colleen has practiced public accounting since 2008. She provides tax compliance, research and consulting services to a wide variety of not-for-profit entities. These include health care services, social services, the arts, higher education, associations and credit unions, as well as private and public foundations. Some of her expertise includes tax reform, unrelated business income, private foundation requirements, Affordable Care Act compliance and exempt status structuring, application, and maintenance.

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