Course Description:
There are many different ways that an exempt organization may be structured to promote growth, retain tax-exempt status and ease administrative oversight. Join us as we take at the various entity structure types employed by exempt organizations and related entities. We’ll review structural relationships and the use of disregarded entities, fiscal sponsorship arrangements as well as the different considerations for agency transactions that occur within the realm of exempt organization accounting. We’ll review key tax considerations of the transactions and setup, the need for possible arrangements and the impact on tax-exempt status and oversight. You will leave this session with a balanced overview of exempt organization entity structure as well as the pros and cons of fiscal sponsorship arrangements and their role in assisting organizational growth and management.

Presenters:
Kim Hunwardsen, CPA | Partner-in-Charge of Tax-Exempt Services
Kim delivers tax services to nonprofits and healthcare providers, working closely with tax-exempt organizations to provide comprehensive tax consulting, planning and compliance expertise. She joined Eide Bailly in 2002 and guides clients through changes in tax reporting requirements and tax law. She assists nonprofits in formations of new entities, annual compliance requirements and all other tax-related issues.

Christine Perez, CPA | Senior Tax Manager Exempt Organizations
Christine is a manager in our exempt organization tax practice and a member of Eide Bailly’s National Tax Office. Christine has more than 10 years of public accounting experience working with a variety of tax-exempt organizations and assisting with tax compliance and strategy as well as providing technical research and analysis. She assists nonprofits with applications for and the reinstatement of tax-exempt status, unrelated business income studies, annual compliance and other tax-related issues.

CPE Information
CPE Credit: 1
Field of Study: Auditing
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Amy DeGeorge.