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Nonprofit Fiscal Managers Association

Top 10 Tax Issues Your CFO & Board Need to Know

NAO Members will receive a $25 discount when registering.
Ecotrust Conference Center, 2nd Floor 721 NW 9th Avenue
Portland

About this event

Yee Lee McGee, CPA, Partner
Gary McGee & Co. LLP

Presentation & Continental Breakfast at 7:30
Networking at 9:00

A substantial financial asset of a charitable organization is its tax exempt status, yet leadership often places little attention toward this asset. Ensure your organization fully understands your tax exempt status and how to protect and maintain it. This session will explore what it takes to qualify as a tax exempt charity and the top ten tax issues that you and your board should understand for appropriate tax oversight:

  1. Underreporting of unrelated business taxable income
  2. Employment tax issues including executive compensation, retirement plans, and Healthcare Reform
  3. Form 990 issues
  4. Identity theft: Due diligence and remedies
  5. Limits on lobbying and the prohibition against political campaign intervention
  6. New regulations for Type III supporting organizations
  7. When is it useful to establish a separate entity?
  8. International issues
  9. What procedures should be followed for an IRS audit?
  10. Governance

About the Presenter

Yee Lee McGee, CPA, has devoted her entire professional career to serving public and private nonprofit institutions. Lee joined Gary McGee & Co. LLP in 1997, following two years on the accounting staff at Warner Pacific College. She graduated from the University of Oregon with an accounting degree in 1994. As a partner in the firm, Lee devotes the majority of her practice to the provision of audit services, but also advises organizations on a range of technical accounting matters and leads the firm’s exempt organization tax practice. She is a member of the Oregon Society of Certified Public Accountants, OSCPA Not-for-Profit Strategic Team, and the American Institute of Certified Public Accountants.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $175 off of the individual session registration fees and are pre-registered for all ten network sessions.

To purchase a pro-rated season pass, e-mail us at [email protected] or call us at (503)239-4001 ext. 123.

Register Now

 Registration is closed for this event
NAO Members will receive a $25 discount when registering.
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Yee Lee McGee, CPA, Partner
Gary McGee & Co. LLP

Presentation & Continental Breakfast at 7:30
Networking at 9:00

A substantial financial asset of a charitable organization is its tax exempt status, yet leadership often places little attention toward this asset. Ensure your organization fully understands your tax exempt status and how to protect and maintain it. This session will explore what it takes to qualify as a tax exempt charity and the top ten tax issues that you and your board should understand for appropriate tax oversight:

  1. Underreporting of unrelated business taxable income
  2. Employment tax issues including executive compensation, retirement plans, and Healthcare Reform
  3. Form 990 issues
  4. Identity theft: Due diligence and remedies
  5. Limits on lobbying and the prohibition against political campaign intervention
  6. New regulations for Type III supporting organizations
  7. When is it useful to establish a separate entity?
  8. International issues
  9. What procedures should be followed for an IRS audit?
  10. Governance

About the Presenter

Yee Lee McGee, CPA, has devoted her entire professional career to serving public and private nonprofit institutions. Lee joined Gary McGee & Co. LLP in 1997, following two years on the accounting staff at Warner Pacific College. She graduated from the University of Oregon with an accounting degree in 1994. As a partner in the firm, Lee devotes the majority of her practice to the provision of audit services, but also advises organizations on a range of technical accounting matters and leads the firm’s exempt organization tax practice. She is a member of the Oregon Society of Certified Public Accountants, OSCPA Not-for-Profit Strategic Team, and the American Institute of Certified Public Accountants.

About the Network

Nonprofit Fiscal Managers Association provides regular learning opportunities so you can stay up to date on nonprofit financial management practices and related legal and compliance issues. You will gain the knowledge, strategies, and systems you need to keep your organization on track.

Become a Season Pass Holder

We encourage organizations and individuals to attend the entire series by purchasing a season pass. Season pass holders save up to $175 off of the individual session registration fees and are pre-registered for all ten network sessions.

To purchase a pro-rated season pass, e-mail us at [email protected] or call us at (503)239-4001 ext. 123.

When
June 25th, 2015 from  7:30 AM to  9:30 AM
Location
Ecotrust Conference Center, 2nd Floor
721 NW 9th Avenue
Portland, OR 97209
Multnomah
Event Fee(s)
Price $50.00
Event Particulars
City Portland
NAO Event? Yes
Topic Financial Oversight
Event Region Metropolitan Portland
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