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Seize the opportunity to stay updated on the ever-changing tax landscape for exempt organizations. This session will focus on what regulatory changes have impacted the sector this past year. We will review recent IRS activity and how that may impact your organization. We will also discuss what changes we see ahead for the not-for-profit sector.
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 exempt organizations
- Recap of IRS activity and guidance issued
- Updates on forms, efiling and other compliance, as applicable
- Donor acknowledgment reminders and updates on charitable giving incentives
Learning Objectives
- Awareness of current IRS hot topics and ways to mitigate risks
- Reminder on annual nonprofit compliance requirements
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
Instructors
Clark Nuber
Located in the Seattle metro area, Clark Nuber PS is home to one of the largest single-office Not-for-Profit practices in the United States. This nationally recognized group is composed of over 80 professionals who specialize in serving more than 750 not-for-profits. These professionals take a broad, holistic view of the entire financial and regulatory ecosystem in which not-for-profits function.
Our involvement and investment in the industry extends beyond providing professional services to charitable organizations. Our shareholders and principals also present regularly at conferences and seminars tailored to the not-for-profit community. And, several leaders serve on national-level boards and committees that establish guidance and best-practices for the sector, including the Financial Accounting Standards Board (FASB) Not-for-Profit Advisory Committee, the TE/GE EO Council’s TIC-TAQ Forum, and the AICPA Exempt Organization Technical Resource Panel.
Additionally, Clark Nuber is the author of the Form 990 Compliance Guide and the Private Foundation Handbook and Compliance Guide.
Jennifer Becker Harris
Jennifer is a tax shareholder with Clark Nuber in Bellevue, Washington, where she specializes in tax-exempt organizations. She is a leader in Clark Nuber’s Not-for-Profit and International Niches. Her practice primarily focuses on consulting and compliance for public charities, private foundations, and social welfare organizations including international matters, alternative investments, unrelated business income tax, fundraising events, commercial co-venturers, corporate governance and IRS controversy. In addition, she assists individuals with charitable gift planning. Jennifer is a co-author and editor of the Form 990 Compliance Guide, Private Foundation Handbook and Compliance Guide, Tax Cuts and Jobs Act Impact Guide to Exempt Organizations, by Clark Nuber and published by CCH, a Wolters Kluwer business. She is a frequent speaker on exempt organization and charitable giving matters with the AICPA, state societies and other professional groups.
She is a graduate of Washington State University and holds a master’s degree in Taxation from Golden Gate University. Jennifer is a member of the American Institute of Certified Public Accountants (AICPA) and Washington Society of Certified Public Accountants (WSCPA). She is the Chair of the AICPA’s Exempt Organizations Taxation Technical Resource Panel and participates in exempt organization advocacy with TE/GE Council through its TIC TAQ Committee. Jennifer is native to Washington State, where she lives with her husband, Matt, and three kids, Will, Josh and Vivienne.
Frances Olson
Frances is a tax senior manager with Clark Nuber in Bellevue, Washington, where she specializes in tax-exempt organizations and high net worth individuals. She participates in Clark Nuber’s Not-for-Profit, High Net Worth and International Niches. Her practice primarily focuses on consulting and compliance for public charities, private foundations and high net worth individuals and their families, including international matters, alternative investments, unrelated business income tax, fundraising events, etc. In addition, she assists individuals with charitable gift planning and execution.
She is a graduate of Washington State University and holds a master’s degree in Taxation from Golden Gate University. Frances is a member of the American Institute of Certified Public Accountants (AICPA) and Washington Society of Certified Public Accountants (WSCPA). She is also a member of the National board of Advisors for the Carson College of Business at Washington State University and a member of the Washington Planned Giving Council. Frances is native to Washington State, where she lives with her husband, Mitchell, and two kids, Dennesson and Marley.
Frances will be your primary contact for Form 990, 990-T and international compliance filing services. She is an active member and very passionate about her work in the not-for-profit tax services and consulting group. Her expertise gained in this area allows her to provide superior service to her not-for-profit clients with a focus on international tax compliance and reporting, unrelated business activities, special fundraising events, grants, lobbying, etc. She also has extensive experience working with social service agencies, arts organizations, international NGOs, private foundations, and private schools.