Navigating what’s next in tax for exempt organizations

As exempt organizations navigate evolving tax requirements and policy changes, staying informed is critical to managing risk and planning effectively. Join RSM for our annual tax update to learn about recent developments, emerging considerations and key areas to monitor as your organization prepares for 2027.

We will provide updates on the following:

• Federal tax updates

  • News from the IRS
  • Recent guidance and developments
  • Anticipated future guidance and developments

• State and local tax updates

  • Unclaimed property compliance and reporting considerations
  • Sales and use tax considerations
  • Real and personal property tax considerations

• U.S. international tax update

  • Relevant international tax provisions affecting exempt organizations
  • Unrelated business taxable income considerations
  • Excise and endowment tax considerations

Presenters

Mark Whitney | Senior Manager, State and Local Tax | RSM US

Learning objectives

By the end of this presentation, participants will be able to:

• Identify key federal tax updates affecting exempt organizations, including recent IRS guidance and developments.
• Evaluate state and local tax considerations relevant to exempt organizations, including legislative and compliance developments.
• Recognize U.S. international tax considerations that may affect unrelated business taxable income and excise or endowment taxes.
• Consider potential tax policy developments and planning priorities for exempt organizations in 2027.

CPE Credits

CPE credit available

RSM US LLP is pleased to offer 1.5 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 75 minutes and answer 5 polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group (Group internet based)
Field of study: Taxes
CPE: 1.5 credits