This on-demand webinar discusses the employee retention credit (ERC) and considerations unique to the not-for-profit (NFP) industry.

Employee retention credit updates for not-for-profits

NFP specialists highlight aspects of the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act and PPP2 funding specifically relevant to NFPs.

What does PPP2 mean for your not-for-profit organization?

Larry Mohr, tax partner in the commercial services group, has been with Baker Tilly since 2007. Larry has public accounting experience since 1986. He is a valued business advisor who works closely with owners, investors, and executive management to develop and implement corporate strategies that enhance business growth.

University of Minnesota – Twin Cities
 Bachelor of Science in accounting
 Master of Business Taxation

https://go.bakertilly.com/directory2019?Directory=Lawrence%20Mohr

Identifies business and tax planning opportunities for clients

Advises clients throughout the business lifecycle – business formation, operational planning, reorganizations, acquisitions, and strategic succession planning

Develops tax strategies with respect to mergers, acquisitions, conversions, and dispositions

Performs tax risk assessments and assists clients in developing tax risk policies

Provides representation before IRS and state taxing authorities

Advises clients on federal and state flow-through and corporate tax issues with an emphasis on strategic planning and risk management

American Institute of Certified Public Accountants

Minnesota Society of Certified Public Accountants

University of Minnesota, Master of Business Taxation – Instructor, “Tax-Exempt Organizations” class

Friends of the Saint Paul College Foundation – Board member

Minnesota Chapter of the German American Chamber of Commerce – President

University of Minnesota Alumni Association – Past committee member

Join Baker Tilly’s higher education specialists at the Central Association of College and University Business Officers (CACUBO) 2021 Annual Meeting as we present sessions on athletic department fiscal resiliency and maintaining tax compliance. CACUBO’s virtual event offers attendees the opportunity to gain new knowledge around the theme, “Navigating Unchartered Territories in Higher Education,” while also providing a networking setting for college and university business officials. Baker Tilly sessions: Fiscal resiliency: evaluating intercollegiate athletic programs Monday, Sep. 27, 2021
2:45 – 3:45 p.m. CT Athletics is a key enrollment driver for many institutions and attracts under-represented populations. Before reducing or eliminating athletic programs to bridge the gulf in financials, colleges and universities should understand the contributions that athletic programs make to diversity, academics and fiscal performance. Completing an in-depth contribution analysis of each athletic team can provide the necessary data for leaders and boards to make informed decisions. This session will provide specific actions to make decisions needed to move athletic programs forward. Presented by: Susan Maloney, CPA, Firm Director, Higher Education, Baker Tilly Michael McFarland, Director of Athletics, Associate Professor and Department Chair of Athletics Faculty, Bloomsburg University Navigating uncharted tax territories: how to be successfully compliant in the wake of the pandemic Tuesday, Sep. 28, 2021
12:30 – 1:30 p.m. CT Presenters will begin the discussion with an audience poll to gain insight into attendees’ experiences over a year after COVID-19 hit the U.S., and summarize key changes to both operations and the tax law. We will outline key tax legislative changes, including those under the CARES Act of 2020, the Consolidated Appropriations Act of 2020 and the American Rescue Plan Act of 2021, and highlight key points of the final regulations of the unrelated business income tax activities rules under IRC 512(a)(6). The session will tie these changes into the reporting requirements for investments held by higher education institutions and share tips and tricks to reviewing Schedule K-1 footnotes from the investments and best practices for ensuring compliance.  Presented by: Larry Mohr, CPA, MBT, Tax Partner, Baker Tilly Shelby Netz, CPA, Senior Manager, Baker Tilly Visit the CACUBO 2021 Annual Meeting website for more information and to register.

Larry Mohr

Location

Education

Expertise

Larry's latest insights

Employee retention credit updates for not-for-profits

What does PPP2 mean for your not-for-profit organization?

Larry's upcoming events

Conference

CACUBO 2021 Annual Meeting