WEBINAR: OBBBA Tax for Not-for-Profits

Please note: CPE is only available for live webinars. CPE is not available for on-demand webinars.

In this webinar, CSH’s nonprofit tax experts provided a practical breakdown of the provisions shaping charitable giving, executive compensation excise taxes, and (for higher-ed and large exempt entities) updated endowment tax rules. They highlighted what changed, what didn’t make the final bill, and the planning steps organizations should consider to avoid surprises and protect funding.

Max works on a variety of engagements ranging from financial statement compilations and reviews to audits and attestation services, working primarily with not-for-profit and manufacturing clients. Max also performs numerous benefit plan audits, including 401(k) and 403(b) plans, health and welfare plans, pension plans, and multi-employer plans, and works closely with plan sponsors in assisting them with DOL and ERISA compliance matters. Learn More

Natosha specializes in the area of taxation and has a breadth of knowledge in completing Form 990 for tax-exempt organizations. She specializes in working with not-for-profit (NFP) organizations, and she has a passion for helping these clients fulfill their mission. When Natosha is not assisting in the NFP practice, she works with closely held small businesses and individuals. Learn More

Annamarie is a Senior Manager who is responsible for reviewing tax returns, managing tax engagements, and teaching and developing CSH staff. She specializes in working with clients in the not-for-profit industry and high-net-worth individuals. Learn More