Webinar: 2020 Not-for-Profit & Education Fall Webinar

Not-for-profit organizations face a unique environment this fall, from managing the repercussions from the COVID-19 pandemic to the uncertainty that surrounds the federal election cycle. Our webinar will provide essential information regarding the upcoming Presidential election in the era of COVID-19. We will present an investment review, economic outlook, and implications amidst a pandemic for endowments and foundations. Our speakers will also discuss legislative updates, including pending and proposed legislation, address IRS updates, and lead a discussion on the Trump and Biden tax proposals and the potential effects of all of these elements on the not-for-profit sector.

Course Objectives

After completing this course, you will be able to:

Compare Trump and Biden tax proposals
Outline legislative updates, including pending and proposed legislation, and IRS updates
Identify financial and investment implications amidst pandemic challenges for endowments and foundations
Examine the investment landscape in the era of COVID-19 and the upcoming Presidential election
Summarize tax case studies

Additional Details

CPE: Eligible for 1 CPE credit in Tax and 1 CPE credit in Other

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet-based

October 20, 2020 | 1-3 P.M. EDT

View the recording

Download the slides

Anna Rathbun
Anna is the chief investment officer for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. Anna is responsible for overseeing the investment activities of CBIZ IAS through the CBIZ Advisory Board. She helps to set the direction of the firm as a member of the Executive Committee.Her dual background in finance and the arts anchors her commitment to finding solutions for the sustainability of mission-oriented organizations.

William M. Smith, Esq.
Bill Smith is a managing director in the CBIZ National Tax Office. Bill monitors federal tax legislation and consults nationally on a broad range of foreign and domestic tax services for businesses and individuals, including mergers and acquisitions, domestic and international investments or divestitures, and the review, negotiation and drafting of tax aspects of business agreements.

Brian Jones
Brian is a senior vice president and senior consultant for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. He is a member of the CBIZ IAS Research Advisory Board. Brian is responsible for the oversight and development of the firm’s institutional client relationships and has worked as lead consultant on numerous foundation, endowment and pension client relationships.

*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 Logo CBIZ, 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: www.learningmarket.org.

**CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, and works closely with CBIZ, a business consulting, tax and financial services provider. CBIZ and CBIZ CPAs are members of Kreston International Limited, a global network of independent accounting firms.

About Us

CBIZ CPAs P.C. is an independent CPA firm dedicated to delivering high-quality attest services that position our clients to make informed business decisions. We use our global resources and 70-plus years of experience serving growth-oriented companies across the industry spectrum, not-for-profit organizations, and others to bring our clients best practices and sound guidance.

CBIZ CPAs P.C. works closely with CBIZ, a business consulting, tax and financial services provider. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann P.C.

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