2022 Not-for-Profit Symposium: Morning Session (CPE Credits .5 Tax, 1 Audit, .5 Other)
Tax: Focus on the employee retention credit opportunity and what we have seen from an IRS perspective relative to the review of these filings – Audit: Review of the most relevant accounting and reporting items currently impacting the not-for-profit industry, including implementation of the lease accounting standard and Uniform Guidance – Wealth Management: Economic overview discussing the current capital market environment and items for investors to be aware of going forward.