Recorded webcast

2023 annual tax update for exempt organizations

December 05, 2023
Event details
Date and time

Tuesday, December 05, 2023

Recorded, watch anytime

Intended audience

Chief financial officers, tax professionals, controllers and other finance professionals at exempt organizations.

Duration

90 minutes

Event overview

Watch our recorded webcast to learn more about the current tax landscape for exempt organizations as well as look ahead to 2024. During this webcast, we provided updates on the following:

Federal tax

  • News from the IRS
  • Recent guidance and developments
  • Anticipated future guidance and developments

State and local tax

  • Sales and use tax: What have we heard?
  • Recent developments and legislative guidance

International tax

  • ITAX filing obligations
  • Chapter 3 withholding
  • Alternative investments

Presenters:

  • Morgan Souza, Senior Manager, Washington National Tax
  • Erica Cline, Senior Manager, State and Local Tax
  • David Packman, Manager, Washington National Tax

Learning objectives

By the end of this presentation, participants will be able to:

  • Discuss key tax considerations for exempt organizations 
  • Describe recent updates in the areas of federal, state and local, and international tax

CPE credit available

RSM US LLP is pleased to offer 1.0 CPE credit for attending this webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None | Program level: Basic
Prerequisites: None | Delivery method: Group internet-based | Field of study: Taxes | CPE: 1.0 credit

Recording and slides

Event details
Date and time

Tuesday, December 05, 2023

Recorded, watch anytime

Intended audience

Chief financial officers, tax professionals, controllers and other finance professionals at exempt organizations.

Duration

90 minutes

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