Tax Reform and Exempt Organizations

Tax Reform and Exempt Organizations
With the recent adoption of the Tax Cuts and Jobs Act, tax-exempt organizations will be facing some serious changes.  In this brief session, we will discuss what reporting changes exempt organizations will face including one of the largest pitfalls, the increase to the standard deduction which could potentially decrease individual charitable giving.  We will look at ways to proactively prepare for this loss of contributions and at ways to invest our development dollars wisely.


Learning Objectives

  1. Discuss the new changes in the tax bill that apply to tax-exempt organizations
  2. Determine how to prepare for a possible decrease in contributions with the changes to itemized deductions in the tax reform
  3. PA Charitable Organization Registration Statement – financial statement requirement changes effective February 20, 2018 for organizations soliciting contributions from PA residents.

 

Level: Overview

Prerequisite: None

Advanced Preparation: None

CPE Credits: 1.0

Field of Study: Taxes


Media Policy:
Unless you specifically advise us otherwise in writing, by attending this training you authorize Wipfli LLP to use your name, likeness, image, attributed quotations, or other identifying indicia acquired or received in connection with your participation in the training in the firm’s promotional efforts related to future training sessions or similar or related activities. 

When
2/23/2018 8:00 AM - 2/23/2018 9:30 AM
Where
Philadelphia Office 1717 Arch Street, Suite 750 Philadelphia, PA 19103

Program

   

Friday, 23 February 2018

 
With the recent adoption of the Tax Cuts and Jobs Act, tax-exempt organizations will be facing some serious changes.  In this brief session, we will discuss what reporting changes exempt organizations will face including one of the largest pitfalls, the increase to the standard deduction which could potentially decrease individual charitable giving.  We will look at ways to proactively prepare for this loss of contributions and at ways to invest our development dollars wisely.
Time
8:00 AM - 9:30 AM
8:00 AM

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