Not-for-Profit Tax Update: Spring 2019

Presented on:
June 6, 2019 10:00 AM PT
1 hour

Over the last year, the US Department of the Treasury, US Congress, and the IRS introduced important tax updates that have implications for many tax-exempt organizations.

Join us for a spring 2019 tax update. In this webcast, we’ll address major changes—such as tax reform and congressional guidance—their potential effects on your business, and additional key topics, including:

  • The IRS Tax Exempt and Government Entities (TE/GE) Fiscal Year 2019 Program Letter
  • Priority guidance plan update
  • Pending legislation affecting the tax-exempt sector
  • Tax reform guidance relating to taxable fringe benefits, unrelated business income silos, and excess compensation excise tax
  • Current developments and advanced unrelated trade or business issues


Patty Mayer, Tax Director, Moss Adams

Patty joined Moss Adams in 2006. Her focus is providing tax and related tax planning services with an emphasis on not-for-profit organizations. Patty works predominately with private foundations, public charities, and tribal governments. She provides various tax consulting services including: unrelated trade or business income, safe harbors of Intermediate Sanctions, fringe benefits, public support testing, self-dealing, expenditure responsibility, individual grant making procedures IRS approval process, private operating foundation set-a-sides and testing, and termination of private foundation status. Patty is regular presenter at both local and national conferences on tax-exempt topics. She is a quality control reviewer of exempt returns for Moss Adams LLP.

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.

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