On Wednesday 5/29/2019 Moss Adams will host an educational seminar: "Changes in the Tax and Political Environment: What Nonprofits Need to Know."
- Gain familiarity with the process of forming and qualifying a new nonprofit & deciphering when it makes sense to add a layered entity under your organization.
- Enhance familiarity with forming new organizations, engaging in lobbying activities and fiscal sponsorships.
- Assess how tax reform and interim guidance and unrelated business income issues may impact an organization.
- Identify exempt-organization priorities at the IRS and US Department of Treasury.
Wendy Campos, Moss Adams
Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations and other not-for-profit organizations. Wendy is a trusted business advisor to her clients, providing compliance and consulting in a number of areas. Wendy is the firm’s tax leader for the following industries: government, not-for-profit, higher education, and tribal and gaming.
Todd Kimball, CFO Selections
Todd is a senior accounting professional with over 15 years of expertise in the nonprofit and government sectors. He has a proven track record at tackling the most challenging not-for-profit accounting issues and finding solutions that work to move organizations forward. He is a partner with CFO Selections and leads the nonprofit practice in Oregon and SW Washington.
Marisa Meltebeke, Davis Wright Tremaine LLP
Marisa advises clients on a variety of state and federal tax matters.
Her practice focuses on the issues and challenges unique to charities and other tax-exempt organizations. She helps clients acquire and maintain their federal tax exempt status; structure sophisticated relationships among tax-exempt and taxable entities; and implement good corporate governance.
Wednesday, May 29, 2019
4:00 - 6:00 pm (presentation begins promptly at 4:15)
805 SW Broadway, Suite 1100
Portland, OR 97205
What to Expect
Hors d'oeuvres and beverages will be served, followed by a presentation and networking reception. Presenters include Wendy Campos, Marisa Meltebeke and Todd Kimball.
Click here to view program details.
Parking: Fox Tower, access is available from Taylor Street - we will validate.
CPE Credit: Click here for more information.