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Financial Literacy Session: 2021 Spring Tax Update

Wednesday, April 7, 2021
10:00am - 11:30am PDT

Join Philanthropy CA in partnership with Moss Adams for an informative conversation that explores important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations.

CPA’s Lauren Haverlock and Ryan Stedman will address the changing tax landscape and provide insight into COVID-19 relief initiatives, potential changes under President Biden’s administration, congressional guidance, and several other key topics, including:

  • IRS workplan and strategies for 2021
  • The continued effects of 2017 tax reform
  • Disaster relief initiatives
  • Priority guidance
  • Recent rulings and updates

 

Speakers

Lauren Haverlock, CPA

Senior Manager, Moss Adams

Lauren Haverlock provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. She works with organizations in all phases of their lifecycles, from formation to dissolution. Lauren consults on a wide range of issues, including public support planning, reasonable compensation best practices, the tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

Ryan Stedman, CPA

Manager, Moss Adams

Ryan has practiced public accounting since 2013 and provides tax compliance, research, and consulting services to a wide variety of clients with an emphasis on not-for-profit entities. She works with higher education, public charities, and health care industries as well as private foundations. Ryan also practices in exempt status structuring, application, and maintenance; and consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, and foreign activities.

 

Presented in partnership with:


evolve is SCG's suite of programming that champions transformational leadership.

Fee
No cost to attend

Who May Attend
Current SCG, NCG, and Catalyst members and eligible non-members. If you have additional questions about this event please email [email protected]

Registration
SCG members: Register online (you must log in to your SCG account to register).
NCG & Catalyst members: Please contact [email protected] to register.
Non-members: Register online. If you do not have an SCG account, contact us.
If you have additional questions regarding these sessions, please contact us at [email protected]

Accommodations for People with Disabilities
If you have a disability and require accommodation in order to fully participate in this activity, please contact our programs team at [email protected] or (213) 680-8866. You will be contacted by someone from our staff to discuss your specific needs.

Funding Issue Area & Geographic Regions
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