July 10, 2018
11:00 am - 12:00 pm

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

Click here for the slide deck. Listen to the recording here.

Tax-exempt organizations are eager to understand the true impact of applicable provisions in The Tax Cuts and Jobs Act (TCJA) so that they can refine their strategies for tax planning and fundraising for 2018 and beyond. GRF’s nonprofit tax experts have been tracking developments closely as clarification emerges from the Internal Revenue Service (IRS) and the Treasury Department.

Join Gelman, Rosenberg & Freedman CPAs and Humentum 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.

  • 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 potentially reporting issues on their Forms 990/990-T and audited financial statements.

The webinar will be presented by GRF Partner Richard J. Locastro, CPA, JD, Chair of AICPA’s Tax Division Technical Resource Panel (TRP) for Exempt Organizations and Principal Stephen J. Kelin, CPA, JD.

Additional Program Details

Learning Objective: To provide attendees with a better understanding of the new tax reform.
Instructional Delivery Methods: Group Internet-based
Recommended CPE: 1.0 CPE
Recommended Fields 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.
Complaint Resolution Policy: Gelman, Rosenberg & Freedman 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.

Richard Locastro

Richard J. Locastro, CPA, J.D.

Partner and Director, Nonprofit Tax

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Private: Stephen J. Kelin, CPA, JD

Principal, Nonprofit Tax

Read Bio