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2025 Not-for-Profit Tax Lightning Round
Not-for-Profit
Webcast

2025 Not-for-Profit Tax Lightning Round

Lightning strikes again! Join not-for-profit experts to hear answers to commonly asked questions about tax compliance and regulatory issues – 2025 edition.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

2

Instructor

Laura J. Kenney, Brian Yacker, Betsy Krisher

Availability

3 months

Product Number

WC4823056

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 Business & partner 
Product Details

Discover solutions to challenging issues

This session of the Not-for-Profit Section monthly webcast series is a fast-paced round of questions and answers covering tax compliance and regulatory issues.

Join us to learn from the experts about several topics, including:

  • Communicating with the IRS
  • Form 990 filing logistics
  • Beneficial ownership information reporting
  • Donor-advised funds
  • Employee Retention Credit

Key Topics

  • Communicating with the IRS
  • Form 990 filing logistics
  • Core Form 990
  • Form 990 schedules
  • Beneficial ownership information reporting
  • Fiscal sponsorships
  • Group rulings
  • Donor-advised funds
  • Private foundations
  • Interested persons
  • Worker classification issues
  • Employee Retention Credit
  • State charitable oversight issues

Learning Outcomes

  • Identify the appropriate answers to common exempt organization tax questions.
  • Identify where to find guidance for solutions to those questions.
  • Select best practices and practical applications.

Who Will Benefit

  • Individuals with knowledge of or interest in the not-for-profit industry
  • Accounting and finance professionals

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More Details
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Knowledge of the not-for-profit industry
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

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Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Laura J. Kenney
Laura is a tax principal at CLA (CliftonLarsonAllen LLP) in Boston Massachusetts and is CLA’s Northeast Exempt Tax Regional Leader. She leads a team providing tax compliance and tax advisory services to higher education and other tax-exempt clients in CLA’s Northeast region. Laura has more than 30 years of experience providing tax compliance and advisory services for public charities, higher education institutions, independent schools, cultural institutions, associations, foundations, healthcare organizations, and other nonprofit organizations. Laura has served over 30 higher education institutions during her career. She advises clients on a full range of tax matters such as unrelated business income, intermediate sanctions, public support status, tax exemption matters, fundraising activities, charitable contribution issues, compensation, employment tax, governance, policies, disclosures, related organizations and quality reporting. Laura has led several educational sessions regarding tax developments for the tax-exempt community, including matters relating to Form 990, executive compensation and fringe benefits, charitable contributions, unrelated business income, alternative investment tax responsibilities generated from endowments and the green energy tax credit. Laura received her Bachelor of Arts in Economics/Accounting from the College of the Holy Cross, Worcester, MA and her Master of Science in Taxation from Bentley University, Waltham, MA.
Brian Yacker
JD, CPA
Brian Yacker, CPA/JD has nearly 30 years of tax, legal and accounting experience in serving nonprofits. Currently, he is a Nonprofit Tax Partner at Baker Tilly. His areas of expertise include public support test calculations and planning; preparation of reasonable compensation studies; governance best practices consultation; recommendations regarding effective bylaws; conducting of nonprofit governance check-ups; compliance with the §501(h) lobbying safe harbor; proper functional expense allocations; helping nonprofits through IRS and state Attorney General audits; maximizing charity watchdog ratings; preparation of federal and state tax exemption applications; conducting of unrelated business income revenue stream studies; and the proper internal and external reporting of special event fundraisers. Brian is actively involved in the Internal Revenue Service Advisory Council, AAA-CPA, the TE/GE EO Council, the AICPA EO Tax Technical Resource Panel, the AICPA Not-for-Profit Advisory Council, and the ABA Exempt Organizations Committee. Brian teaches nonprofit accounting as an adjunct professor at the University of California, Irvine. Brian earned his bachelor's degree in finance and marketing from the University of Virginia and his juris doctor from the Indiana University School of Law (Bloomington). His personal interests include hiking, camping, sports memorabilia collecting, playing fantasy sports, Asian cooking, and spending time with his wife, two daughters, son, and two dogs.
Betsy Krisher
Betsy Krisher is Chairman and Director of Nonprofit Services of Maher Duessel, a Pennsylvania firm specializing in service to not-for-profit organizations and governmental entities. A licensed CPA in Pennsylvania for more than 30 years, Krisher has extensive experience with not-for-profit organizations including foundations, environmental and human service agencies, and associations, as well as community development, arts/humanities, religious, and member-based organizations. Ms. Krisher has a B.A. in Economics and Business Administration from the University of Pittsburgh, graduating Summa Cum Laude. Krisher has served on several committees of the AICPA including past service to the AICPA’s Tax Resource Panel for Exempt Organizations. Krisher also served as the President of the Pennsylvania state society (PICPA) for the 2023-2024 year and as a member of the AICPA-convened National Pipeline Advisory Group. A Leadership Pittsburgh graduate, Krisher also volunteers her time with Board service for the United Way of Southwestern Pennsylvania. She speaks annually to various organizations on not-for-profit accounting and tax matters.
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