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2024 Tax Reporting and Compliance for NFPs: Rebroadcast
Not-for-Profit
Webcast

2024 Tax Reporting and Compliance for NFPs: Rebroadcast

Stay current on NFP tax compliance and reporting. Join industry experts as they discuss current legal and tax regulatory and compliance issues most relevant to nonprofits.

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

Daniel Romano, Louis Curcio, Tracy Paglia

Availability

3 months

Product Number

WC4819587

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 Business & partner 
Product Details

Planning considerations for nonprofits

You may be asking:

  • How do I stay informed on legislative and regulatory changes affecting nonprofits?
  • What changes will affect Form 990 filing requirements, including recent activities undertaken by the Internal Revenue Service and state attorneys general?
  • What nonprofit tax planning strategies should I consider this coming year?

In this rebroadcast of the December 4, 2024, Not-for-Profit Section webcast, you will get answers to these questions and more.

During the roundtable discussion, you'll learn:

  • Common issues that nonprofits may be dealing with in 2024
  • Tips for avoiding common pitfalls and traps for the unwary
  • Strategies to plan ahead for 2025

Key Topics

  • Nonprofit tax compliance and current regulatory issues
  • Changes to Form 990, 990-PF, and 990-T

Learning Outcomes

  • Identify common nonprofit tax issues and regulatory issues affecting 2024 and beyond.
  • Develop strategies to address nonprofit tax issues and plan ahead for 2025.

Who Will Benefit

  • NFP tax preparers and users of NFP tax returns.

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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

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

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
Daniel Romano
Dan is a principal and leads Grant Thornton Advisors LLC's Not-for-Profit Tax Industry practice which serves tax-exempt organizations including colleges & universities, private foundations, cultural institutions & trade associations throughout the country. For over 30 years Dan has provided tax consulting and compliance services to tax-exempt organizations on such matters as unrelated business income, joint venture structuring, employment taxes, private benefit issues and other compliance needs. For clients, Dan has facilitated tax minimization, contract review and structuring, operational, governance and procedural reviews as it relates to tax matters. Dan has worked with numerous charities, universities, foundations, and other not-for-profit organizations across the country, including some of the most prominent institutions within their fields. Dan is a board member and treasurer of Oceanic Global Foundation and a board member of Mission Magazine and the Italian American Sport Foundation. Dan graduated from Baruch College with a BBA degree in Accounting.
Louis Curcio
CPA, JD
Louis Curcio graduated from St. Johns University with a Masters Degree in accounting in 2001. In 2004, Louis passed the CPA exam and is currently a member of the American Institute of CPAs and the New York State Society of CPAs. In 2009, Louis earned his Juris Doctor from Hofstra and passed the NY Bar exam. Louis is currently a member of the American Bar Association and is licensed to practice Law in New York. Louis became the Tax Director of New York University in January 2011. In October 2013, Louis was promoted to Senior Director Global Tax Compliance. In 2017, Louis was promoted to Assistant Vice President- Global Tax Compliance adding Global Finance to his job duties and becoming NYU's primary Fiscal Government contact. In 2020, Louis was promoted to Assistant Vice President - Global Payroll and Tax Compliance- adding Payroll to his portfolio.
Tracy Paglia
CPA
Tracy is a partner at Moss Adams and has practiced public accounting since 1997. She has extensive experience assisting tax-exempt organizations on compliance and consulting tax issues from formation to termination. Tracy is a tax and consulting team member on public charity, private foundation, university, association, and health care clients throughout Moss Adams. Her experience includes the redesigned Form 990, unrelated business taxable income, intermediate sanctions and compensation issues, private inurement and excess benefit transactions, charitable contribution disclosures, public disclosure requirements, application for tax-exempt status and entity formation, tax-exempt bonds, change in exempt status and the public support test, controlled organization and joint venture issues, and charitable planning options for donors. Tracy is an integral part of the training programs both internally to Moss Adams and externally to groups such as the American Institute of CPAs (AICPA), National Association of College and University Business Officers (NACUBO), LeadingAge, Council on Foundations, and American Society of Association Executives. She leads the Moss Adams tax committee for the Not-for-Profit and Government Practices and is a member of the AICPA’s Technical Resource Panel.
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