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Not-for-Profit Education Series – Tax Update

Thursday, November 1, 2018
9:00am - 11:00am PDT
City Club Los Angeles, Harbor Room
555 South Flower Street, 51st Floor, Los Angeles, CA, 90071
Members: $0.00
Non-Members: $0.00
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Join Moss Adams, Royal Bank of Canada and Southern California Grantmakers for the Not-for-Profit Education Series. During this presentation, we will review key tax updates affecting the tax-exempt sector and provide insight from the U.S. Treasury, Congress and the IRS. In addition, the following topics will be discussed:

  • Donor-Advised Funds (or DAFs)
  • Donor reporting
  • The Philanthropic Enterprise Act (known as the Newman’s Own exception)
  • 501(c)(4) reporting
  • Exemption applications and 501(r) status




Lauren Haverlock, Senior Manager, Not-for-Profit Practice, Moss Adams

Lauren Haverlock has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries. Lauren works with organizations in all phases of their lifecycles, from formation to dissolution. She 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, foreign activities, charity watchdog optimization and tax exempt bond compliance.


Patty Mayer, Tax Director, Not-for-Profit Practice, Moss Adams 

Patty Mayer works predominately with private foundations, public charities and tribal governments.Her focus is providing tax and related tax planning services with an emphasis on not-for-profit organizations. She provides various tax consulting services including: unrelated trade or business income, safe harbors of Intermediate Sanctions, fringe benefits, public support testing, self-dealing, expenditure responsibility, individual grant making procedures IRS approval process, private operating foundation set-a-sides and testing and termination of private foundation status. She is a leader of our Southern California not-for-profit tax practice and a member of our Not-for-Profit Tax Committee.




CPE course credit is available for this program.


Program Level: Basic
Delivery Method: Group-live
Program level: Overview
Recommended CPE credit and Field of Study: Taxes 1.0 credit
Delivery Method: Classroom
Learning Objectives: After completing this training, participants will be able to Identify EO priorities at the IRS and Treasury; assess how new initiatives may impact your organization; enhance your familiarity with IRS/Treasury guidance programs.
Prerequisite knowledge/advanced preparation: None
Refund/complaint policy: For more information about administrative policies regarding CPE, refunds or complaints, please contact Kendall Re at 503-471-1272 or send her an email at [email protected].
Official NASBA sponsor statement: Moss Adams 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:


Event in partnership with:


RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC


SCG members: No cost to participate

Who May Attend
Current SCG members, non-profit professionals and other grantmakers eligible for membership. For eligibility requirements, click here.

SCG members and nonprofit partners: Please log in or create an account to register online. If you have trouble registering, please contact [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