October 30, 2018
4:00 pm - 7:00 pm

Update on Tax Reform and the Impact on Tax-Exempt Organizations

Despite all the attention around the Tax Cuts and Jobs Act (TCJA), many questions remain unanswered with respect to the new tax law enacted in December 2017. Tax-exempt organizations are eager to understand the true impact of applicable provisions so that they can refine their strategies for tax planning and fundraising and plan for the future.

Join Gelman, Rosenberg & Freedman CPAs for an update focused on the tax consequences to tax-exempt organizations, including the latest guidance from the IRS and Treasury. Our nonprofit tax experts will discuss many of the questions on the minds of nonprofit leaders and provide a checklist of things they should do immediately to respond.

Immediately following the seminar, GRF will host a networking reception with seminar attendees.

4:00 – 4:30 PM | Registration and Networking

4:30 – 6:00 PM | Seminar and Discussion

6:00 – 7:00 PM | Networking Reception

Topic Include:

  • How will the new tax law affect our fundraising?
  • Can/should l my organization end pre-tax transportation benefits for employees to avoid triggering unrelated business taxable income (UBTI)?
  • Will our organization need to file a 990-T for 2018? Should we make estimated quarterly payments?
  • How will the new tax law affect our highest-paid employees?

Participants will come away with practical guidance to help them position their organizations in response to TCJA and potential reporting issues on their Forms 990/990-T and audited financial statements.

Additional Program Details

  • Learning Objective: To provide attendees with a better understanding of how changes associated with TCJA may impact tax-exempt organizations.
  • Instructional Delivery Methods: Group Live
  • Recommended CPE: 1.5 CPE
  • Recommended Field of Study: Tax
  • Prerequisites: None required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Compliant Resolution Policy: Gelman, Rosenberg & Freedman CPAs is committed to our seminar participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

RSVP

A confirmation email will be sent once your registration is complete. For any questions, please contact Dominic Acosta at dacosta@grfcpa.com.

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Richard J. Locastro, CPA, J.D.

Partner and Director, Nonprofit Tax

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