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Not-for-profit workshop: boosting your tax knowledge to drive better financial planning and board engagement

Whether you lead a social service agency, healthcare organization, educational institution, foundation, private club, church or other type of not-for-profit (NFP), a better understanding of and preparation for tax impacts can lead to enhanced financial planning and stability. In this on-demand webinar, our tax specialists will walk through: changes in reporting unrelated business taxable income (UBTI), recommended ‘top 10’ board focus areas in Form 990 that may pose the greatest risk to your organization and charitable contribution trends in the not-for-profit space.

Key learning objectives

After attending this webinar, participants will be able to:

  • Discuss the Internal Revenue Service’s (IRS’s) concept of ‘siloing’ as it relates to UBTI, including IRS 501(c)(7) club-specific siloing
  • Describe the ‘top 10’ areas of focus for board of directors when critically reviewing the Form 990 to assist  with understanding the information, activities and decision for which they may ultimately be held accountable
  • Walk through charitable contribution top trends in the industry

This webinar is intended for CEOs, CFOs, executive directors, controllers, audit committee and board members of not-for-profit organizations.

For more information on this topic, or to learn how Baker Tilly specialists can help, contact our team.

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