Webinar

2025 annual tax update for exempt organizations

Navigating what’s next in tax for exempt organizations

December 08, 2025
Event details
Date and time

Monday, December 08, 2025

1 p.m. ET | Noon CT

Intended audience

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

Duration

90 minutes

CPE Credit

1.5

Fee

Complimentary

Event overview

Learn more about the current tax landscape for exempt organizations, as well as look ahead to 2026. During this webinar, 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 and employment tax considerations
  • Sales and use tax considerations
  • Recent developments and legislative guidance

U.S. international tax (ITAX) update

  • Relevant ITAX provisions of the One Big Beautiful Bill Act (OBBBA)
  • IRC 899: It’s still lurking out there
  • The interplay of ITAX, Unrelated Business Taxable Income (UBTI) and excise tax/endowment tax

Presenters

David Packman  |  Washington National Tax


Learning objectives

By the end of this webinar, you will have a better understanding of:

  • Identify key federal tax updates impacting exempt organizations, including recent IRS guidance and anticipated future developments.
  • Evaluate state and local tax considerations such as unclaimed property, employment tax, and sales and use tax, with a focus on recent legislative changes.
  • Understand the implications of U.S. international tax provisions—including the One Big Beautiful Bill Act and proposed section 899—on unrelated business taxable income (UBTI) and excise/endowment taxes.
  • Anticipate potential tax policy changes and strategic considerations for exempt organizations in 2026, enabling proactive planning and compliance.

CPE credits

RSM US LLP is pleased to offer 1.5 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 75 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit 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: 1.5 credits

Event details
Date and time

Monday, December 08, 2025

1 p.m. ET | Noon CT

Intended audience

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

Duration

90 minutes

CPE Credit

1.5

Fee

Complimentary

Register