2024 Annual Tax Update for Exempt Organizations

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LIVE WEBCAST | December 12, 2024

Authored by RSM US LLP

Event overview

Learn more about the current tax landscape for exempt organizations as well as look ahead to 2025. During this webcast, we will provide updates on the following:

Federal tax

  • News from the IRS
  • Recent guidance and developments
  • Anticipated future guidance and developments

State and local tax

  • Unclaimed property considerations
  • Sales and use tax considerations
  • Recent developments and legislative guidance

U.S. international tax update

  • Updates to international tax forms
  • Boycott returns/ Form 5713—a deeper dive
  • Global trends in international tax

Presenters

  • Morgan Souza | Senior Manager | RSM US
  • Morgan Souza is a senior manager in the exempt organization’s group of the Washington National Tax office of RSM US LLP.
  • View full bio >
  • Erica Cline | Senior Manager | RSM US
  • Ayana Martinez | Principal | RSM US

Learning objectives

Upon completion of this webcast, attendees will be able to:

  • Discuss key tax considerations for exempt organizations
  • Describe recent updates in the areas of federal, state and local, and international tax

CPE credits

CPE credit available
RSM US LLP is pleased to offer 1.5 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 75 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

  • Advance preparation: None
  • Program level: Basic
  • Prerequisites: None
  • Delivery method: Group internet-based
  • Field of study: Taxes
  • CPE: 1.5 credits per webcast

Event details

  • Date and time
  • Thursday, December 12, 2024
  • 1 p.m. ET | Noon CT
  • Intended audience
  • Chief financial officers, tax professionals, controllers and other finance professionals at exempt organizations
  • Duration
  • 90 minutes
  • CPE credits
  • 1.5 CPE credits will be issued to eligible participants
  • Fee
  • Complimentary

Source: RSM US LLP.
Reprinted with permission from RSM US LLP.
© 2024 RSM US LLP. All rights reserved. https://rsmus.com/events/2024-events/2024-annual-tax-update-exempt-organizations.html

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The information contained herein is general in nature and based on authorities that are subject to change. RSM US LLP guarantees neither the accuracy nor completeness of any information and is not responsible for any errors or omissions, or for results obtained by others as a result of reliance upon such information. RSM US LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect information contained herein. This publication does not, and is not intended to, provide legal, tax or accounting advice, and readers should consult their tax advisors concerning the application of tax laws to their particular situations. This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.