Recorded webcast

2024 annual tax update for exempt organizations

December 12, 2024
Event details
Date and time

Thursday, December 12, 2024

Recorded, watch anytime

Intended audience

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

Duration

90 minutes

Fee

Complimentary

Event overview

Learn more about the current tax landscape for exempt organizations as well as look ahead to 2025. During this webcast, we will provide updates on the following:

Federal tax

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

State and local tax

  • Unclaimed property considerations
  • Sales and use tax considerations
  • Recent developments and legislative guidance

U.S. international tax update

  • Updates to international tax forms
  • Boycott returns/ Form 5713—a deeper dive 
  • Global trends in international tax

 


Presenters
  • Morgan Souza is a senior manager in the exempt organizations group of the Washington National Tax office of RSM US LLP.
    Morgan Souza
    Senior Manager
    RSM

    Morgan Souza is a senior manager in the exempt organization's group of the Washington National Tax office of RSM US LLP. 

    Morgan Souza is a senior manager in the exempt organizations group of the Washington National Tax office of RSM US LLP.
    Morgan Souza
    Senior Manager
    RSM

    Morgan Souza is a senior manager in the exempt organization's group of the Washington National Tax office of RSM US LLP. 

  • Erica Cline
    Senior Manager
    RSM US
    Erica Cline
    Senior Manager
    RSM US
  • Lauren Nowakowski
    Senior Manager
    RSM US
    Lauren Nowakowski
    Senior Manager
    RSM US

David Packman   |  Manager   |  RSM US LLP


Event details
Date and time

Thursday, December 12, 2024

Recorded, watch anytime

Intended audience

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

Duration

90 minutes

Fee

Complimentary

Additional resources

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