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Virtual Nonprofit Series: Key Tax Insights for Nonprofits

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Live Virtual Seminar

2.00 Credits

Member Price $99.00

Price will increase by $50 on 9/9

Non-Member Price $159.00

Price will increase by $50 on 9/9

Overview

Stay ahead of the latest tax developments impacting nonprofit organizations with this timely and practical update. This session breaks down complex rules into clear, actionable guidance - helping you confidently navigate reporting requirements and evolving tax obligations.

Highlights

  • Reporting guidelines
  • Fundraising guidelines
  • 1120 updates
  • Sales tax exemptions and common myths that apply to nonprofit entities
  • Unrelated Business Income Tax (UBIT)
  • Excise tax updates
  • Gaming revenue information (raffles, bingo, etc.)
  • Contribution solicitations - uncovering the process to register and report
  • General tips and tricks for nonprofit practitioners to be aware of
  • Other general sales/excise tax updates applicable to nonprofit entities

Designed For

CPAs and accounting professionals working in nonprofits or who have nonprofit organizations as clients, financial officers or board members of nonprofits.

Objectives

Gain critical insights into the latest federal and state tax developments affecting nonprofit organizations through a comprehensive session led by subject matter experts from the Iowa Department of Revenue and the IRS.

This event is part of the following bundles:

Leader(s):

Leader Bios

Ben Clough, Policy Director, Iowa Department of Revenue Hoover State Office Building

Ben Clough is the Policy Director for Corporate Income and Franchise Taxes with the Iowa Department of Revenue. Ben is a graduate of Iowa State University, and the University of Iowa College of Law. He has been with the Department of Revenue for 10 years.

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Dan Belarmino, Stakeholder Liaison Area 3, Internal Revenue Service

Dan Arnell Belarmino is a Sr. Stakeholder Liaison Tax Specialist with the Internal Revenue Service. As a Sr. Stakeholder Liaison, he collaborates, informs, and communicates priority outreach messages to all taxpayer communities, including major employers, community associations and tax practitioner organizations to provide significant messages that impact taxpayers to ensure compliance with the tax laws. 

Dan started his career with the IRS in 2007 as Individual Taxpayer Advisory Specialist (ITAS), in the Taxpayer Assistance Center of the Wage and Investment Division. While working as an ITAS, he became the lead, on the job instructor, classroom instructor, and worked as a group manager. He moved on to become a Revenue Agent for the Small Business and Self-Employed Division. In 2020 he moved to Tax Exempt and Government Entities as a Revenue Agent and worked in Rulings and Determination department and Field Exam examining exempt organizations. He specializes in the areas of Child related Credits, Individual Tax returns and its schedules, and Exempt Organizations.

Dan graduated from University of Southeastern Philippines in 2002 with a Bachelor of Arts degree in Language and Literature. He earned his Master of Science in Accountancy in 2013 from University of Phoenix. 

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Matt Bishop, Policy Director, Sales and Excise Tax, Iowa Department of Revenue Hoover State Office Building

Matt Bishop is policy director for sales and excise taxes at the Iowa Department of Revenue. His areas of focus include sales and use tax, fuel taxes, and cigarette and tobacco taxes. He is a 2011 graduate of Drake Law School. Previously, he was a staff attorney at the Iowa Court of Appeals, tax attorney at the Iowa Department of Revenue, and law clerk for the Iowa District Court in District 5C.

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Non-Member Price $159.00

Member Price $99.00