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Executive Education Series Webinar
Webinar: What Not-for-Profits Gain (or Lose) Under Tax Reform

Several provisions in the new tax reform law will have a significant impact on not-for-profit organizations starting in 2018. From excise taxes to new unrelated business income considerations, organizations will need to take a close look at how tax reform changes affect their financial planning.

In our webinar, we will focus on the manner in which not-for-profit organizations are impacted by the new law, and will offer insight about how the not-for-profit sector should respond to the new provisions.

Learning Objectives

After completing this course you will be able to:

  • Familiarize yourself with the not-for-profit provisions in the tax reform bill, and specifically those provisions that will be most impactful
  • Begin developing a plan that responds to these new provisions in order to minimize potential tax consequences under the new law

More Tax Reform Resources

Additional details about tax reform and how it can impact you and your business can be found in our Eye on Washington portal.

Craig Klein

Craig KleinCraig Klein
Craig, a CBIZ Managing Director in the Not-for-Profit & Education Practice, has over 20 years of experience in the tax industry working with educational institutions, health and human services providers, associations, foundations and other complex not-for-profit organizations. Craig assists clients with the preparation and review of tax returns, advice and planning regarding unrelated business income, transactions, state and local taxation and international tax planning.

Amy O'Loughlin

Amy O'LoughlinAmy O'Loughlin
Amy is a Senior Manager in the company's tax and business services division. She is responsible for various tax compliance and research matters for tax-exempt entities and nonprofit entities. Her duties also include preparation and review of tax-exempt organization returns. Amy has significant experience working with approximately 200 tax-exempt organizations on IRS compliance, multi-state issues, establishing tax-exempt status, and income, sales and payroll tax issues unique to tax-exempt clients. She sits on the CBIZ not-for-profit practice group steering and technical committees.

Nate Smith

Nate SmithNathan Smith, CPA
Nathan Smith is a Director in the CBIZ National Tax Office, bringing over 20 years of experience in public accounting to provide technical support and strategic solutions for the firm’s tax practice. Nathan leads the development of practice aids and tactical approaches used in responding to industry and Federal tax developments in a variety of subject matter areas. Nathan also consults nationally to facilitate delivery of client service opportunities and solutions, contributes as an author and editor to the firm's tax thought leadership publications and assists with the development and implementation of national tax policies and procedures.

Archived Recording

Original Air Date:
Jan. 24, 2018

View Recording

*Viewing the recording is not eligible for CPE credit.

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Taxation*

Prerequisites: None

Who Should Attend? Executive staff of not-for-profit organizations

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based


Contact us at You can also follow the discussion using the hashtag #CBIZMHMwebinar on Twitter.


*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit. We may be unable to offer CPE certificates to those who log into the webinar using:

  • GoToWebinar Instant Join
  • iPads or mobile devices (unless using the Citrix mobile app for GoToWebinar) 

If you would like the opportunity to earn a CPE certificate, please log in using a different method than the ones indicated above to ensure that you show up on the final attendee report.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor LogoCBIZ, Inc. 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 courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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