Annual Exempt Organization Tax Update - 2026

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Staying ahead of annual IRS updates isn’t optional for exempt-organization professionals—it’s essential. This dynamic online course delivers the critical 2026 tax updates every nonprofit, advisor, and exempt-entity professional needs to confidently navigate today’s regulatory landscape.

You’ll gain timely insights into shifting IRS priorities, key compliance requirements, and the latest developments affecting charitable organizations, foundations, and other exempt entities. We’ll break down recent IRS examinations, emerging hot‑button issues, form updates, electronic filing developments, and guidance shaping how exempt organizations operate.

Whether you advise exempt clients or manage nonprofit compliance internally, this session provides practical, actionable intelligence to protect your organization, mitigate risks, and elevate your tax‑compliance strategy for the year ahead.

Who Should Attend
CPAs, CFOs, auditors, bookkeepers, staff accountants and others working with not-for-profit entities

Topics Covered

• Updates on new tax law and activity in the Courts for not-for-profit organizations
• Recap of IRS activity and guidance issued
• Updates on forms, e‑filing, and other compliance requirements
• Donor acknowledgment reminders and updates on charitable giving incentives

Learning Objectives

• Identify key IRS hot topics currently affecting exempt organizations and associated compliance risks
• Recognize annual federal reporting and filing requirements applicable to nonprofit and exempt entities
• Explain how recent IRS activity, guidance, and enforcement trends may impact exempt‑organization operations
• Determine the effect of updates to tax laws, court decisions, and regulatory developments on exempt‑entity tax strategies
• Apply current best practices for donor acknowledgments, charitable‑giving incentives, and recordkeeping requirements
• Assess updates to forms, e‑filing processes, and other compliance elements relevant to exempt organizations

Level
Update

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Participants should possess a foundational understanding of exempt‑organization reporting requirements or prior exposure to nonprofit tax concepts. This course is designed for professionals who regularly work with exempt entities and need current‑year regulatory updates.

Advance Preparation
None