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2025 Tax Reporting and Compliance for NFPs
Not-for-Profit
Webcast

2025 Tax Reporting and Compliance for NFPs

Stay current on legal and tax regulatory and compliance issues affecting exempt organizations.

$0 - $149
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Dec 03, 2025

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

2

Instructor

Daniel Romano, Laura J. Kenney, Brian Yacker

Availability

3 months

Product Number

WC4823054

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 Business & partner 
Product Details

Are you wondering:

  • How can I stay informed about legislative and regulatory changes affecting not-for-profits?
  • What updates affect Form 990 filing requirements, including recent actions by the IRS and state attorneys general?
  • What tax planning strategies should not-for-profits consider for the coming year?

Get answers to these questions and more in this Not-for-Profit Section webcast.

Key Topics

  • Legislative and judicial update for exempt organizations
  • IRS updates
  • Regulatory provisions affecting tax-exempt organizations
  • IRS examination insights
  • Unrelated business income tax update
  • Payroll tax considerations for remote workers

Learning Outcomes

  • Apply common tax and regulatory issues affecting exempt organizations.
  • Determine strategies to address not-for-profit tax issues and plan ahead.

Who Will Benefit

  • NFP tax preparers and users of NFP tax returns.

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Credit Info
CPE Credits
2
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Knowledge of the not-for-profit industry
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$149.00
AICPA Members
$125.00
CIMA Members
$125.00
NFP Section Members
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Daniel Romano
Dan is a principal and leads Grant Thornton Advisors LLC's Not-for-Profit Tax Industry practice which serves tax-exempt organizations including colleges & universities, private foundations, cultural institutions & trade associations throughout the country. For over 30 years Dan has provided tax consulting and compliance services to tax-exempt organizations on such matters as unrelated business income, joint venture structuring, employment taxes, private benefit issues and other compliance needs. For clients, Dan has facilitated tax minimization, contract review and structuring, operational, governance and procedural reviews as it relates to tax matters. Dan has worked with numerous charities, universities, foundations, and other not-for-profit organizations across the country, including some of the most prominent institutions within their fields. Dan is a board member and treasurer of Oceanic Global Foundation and a board member of Mission Magazine and the Italian American Sport Foundation. Dan graduated from Baruch College with a BBA degree in Accounting.
Laura J. Kenney
Laura is a tax principal at CLA (CliftonLarsonAllen LLP) in Boston Massachusetts and is CLA’s Northeast Exempt Tax Regional Leader. She leads a team providing tax compliance and tax advisory services to higher education and other tax-exempt clients in CLA’s Northeast region. Laura has more than 30 years of experience providing tax compliance and advisory services for public charities, higher education institutions, independent schools, cultural institutions, associations, foundations, healthcare organizations, and other nonprofit organizations. Laura has served over 30 higher education institutions during her career. She advises clients on a full range of tax matters such as unrelated business income, intermediate sanctions, public support status, tax exemption matters, fundraising activities, charitable contribution issues, compensation, employment tax, governance, policies, disclosures, related organizations and quality reporting. Laura has led several educational sessions regarding tax developments for the tax-exempt community, including matters relating to Form 990, executive compensation and fringe benefits, charitable contributions, unrelated business income, alternative investment tax responsibilities generated from endowments and the green energy tax credit. Laura received her Bachelor of Arts in Economics/Accounting from the College of the Holy Cross, Worcester, MA and her Master of Science in Taxation from Bentley University, Waltham, MA.
Brian Yacker
JD, CPA
Brian Yacker, CPA/JD has nearly 30 years of tax, legal and accounting experience in serving nonprofits. Currently, he is a Nonprofit Tax Partner at Baker Tilly. His areas of expertise include public support test calculations and planning; preparation of reasonable compensation studies; governance best practices consultation; recommendations regarding effective bylaws; conducting of nonprofit governance check-ups; compliance with the §501(h) lobbying safe harbor; proper functional expense allocations; helping nonprofits through IRS and state Attorney General audits; maximizing charity watchdog ratings; preparation of federal and state tax exemption applications; conducting of unrelated business income revenue stream studies; and the proper internal and external reporting of special event fundraisers. Brian is actively involved in the Internal Revenue Service Advisory Council, AAA-CPA, the TE/GE EO Council, the AICPA EO Tax Technical Resource Panel, the AICPA Not-for-Profit Advisory Council, and the ABA Exempt Organizations Committee. Brian teaches nonprofit accounting as an adjunct professor at the University of California, Irvine. Brian earned his bachelor's degree in finance and marketing from the University of Virginia and his juris doctor from the Indiana University School of Law (Bloomington). His personal interests include hiking, camping, sports memorabilia collecting, playing fantasy sports, Asian cooking, and spending time with his wife, two daughters, son, and two dogs.
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