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Reserves Planning for Nonprofit Organizations (1st Ed.)

Available Until

Self-study

1.00 Credits

Member Price $49.00

Non-Member Price $59.00

Overview

The construction industry faces unique challenges when adapting to changes in tax laws. This session will explore recent federal and California tax developments, including the Inflation Reduction Act’s green construction incentives, bonus depreciation updates, and key changes affecting the Qualified Business Income Deduction (Section 199A). We’ll also examine strategies for tax credit maximization and proactive tax planning tailored to the commercial construction sector. This session was recorded on March 25, 2025 for CalCPA’s Construction Management Conference.

Highlights

  • How Non-Profits are Navigating the Great Resignation
  • Best Practices to Effectively Train Your Board/Finance Members
  • Due Diligence for M&A in the Non-Profit Space
  • Single Audit Update
  • Implementation of New Standards
  • Audit Standards Update

Prerequisites

Basic understanding of not-for-profit organizations.

Objectives

  • Describe why reserves planning is an important and relevant issue
  • Identify instances where nonprofit leaders should consider re-evaluating their organization's reserves planning practices
  • Understand various factors nonprofit leaders should consider in order to effectively determine a reserves target
  • Better communicate with leaders, governance, and stakeholders of your organization regarding the intersection of strategic, financial, operational, and reserves planning

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.

Non-Member Price $59.00

Member Price $49.00