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Monday, April 13, 2020 Live Replay

Nonprofit Tax Track (E2004444)

9:00 AM - 12:00 PM EDT

Registration: 8:45 AM EDT

Webcast


3.5 CPE Credits in TX

OVERVIEW

Attend a replay of the 2019 Nonprofit Conference to get the tax updates you need to better serve your nonprofit clients.

DESIGNED FOR

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

HIGHLIGHTS

IRS Tax-Exempt Update
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover tax-exempt organizations’ tax landscape post Tax Cuts and Jobs Act, including issues with transit and parking tax, blended rate issues, new developments and IRS plan.

Private Foundations and Donor Advised Funds
Magdalena M. Czerniawski, CPA, MBA and Robert Lyons, CPA, MST – Marks Paneth LLP
This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

What’s New at the IRS? (TX)
Maria Hooke and Peter Lorenzetti - Internal Revenue Service
This session will discuss a variety of observations and areas of concern that the Internal Revenue Service (IRS) sees when dealing with not-for-profit organizations.

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This session was part of the 2019 Nonprofit Conference. If you previously attended this session you will not be eligible for credit again.

INSTRUCTORS

Magdalena Czerniawski

Magdalena M. Czerniawski, CPA

Partner

CBIZ

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Maria Hooke

Maria Hooke

Director, Exempt Organizations Examinations

Internal Revenue Service

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Peter Lorenzetti

Peter Lorenzetti, CPA

Exempt Organizations Examinations Area Manager

Internal Revenue Service

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Robert Lyons

Robert Lyons, CPA

CBIZ

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PRICING

$79.00 - Member

$129.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form