Spring Ahead: New Regulations, Relief Initiatives, and Other Updates for Tax-Exempt Organizations

Join Southern California Grantmakers in partnership with Moss Adams for an informative conversation that explores important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations.

CPA’s Lauren Haverlock and Ryan Stedman will address the changing tax landscape and provide insight into COVID-19 relief initiatives, potential changes under President Biden’s administration, congressional guidance, and several other key topics, including:

• IRS workplan and strategies for 2021
• The continued effects of 2017 tax reform
• Disaster relief initiatives
• Priority guidance
• Recent rulings and updates

Target Audience

This program is open to members of Catalyst, Northern California Grantmakers and Southern California Grantmakers. If you have additional questions about this event please email [email protected]

Resources

• View the webinar recording.
• View the webinar presentation slides.

Speakers

Lauren Haverlock, Senior Manager, Moss Adams

Lauren Haverlock provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. She works with organizations in all phases of their lifecycles, from formation to dissolution. Lauren consults on a wide range of issues, including public support planning, reasonable compensation best practices, the tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

Ryan Stedman, CPA, Manager, Moss Adams

Ryan has practiced public accounting since 2013 and provides tax compliance, research, and consulting services to a wide variety of clients with an emphasis on not-for-profit entities. She works with higher education, public charities, and health care industries as well as private foundations. Ryan also practices in exempt status structuring, application, and maintenance; and consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, and foreign activities.