International Tax for Exempt Organizations

As exempt organizations are increasingly involved globally with operations, activities, people, endowments, and investments, it’s important to understand the U.S. tax implications and obligations. This recording addresses annual international tax compliance matters (e.g., Forms 926, 8865, 5471, FBARs, etc.) and operational matters such as structuring, transfer pricing, subsidiaries, and assistance with inbound and outbound employees.

At the end of this session, you will be able to:

• Identify how your nonprofit organization's international activities may result in additional U.S. tax compliance and withholding requirements     
• Recognize U.S. federal tax compliance requirements for your organization’s foreign investments
• Identify how to work with your tax advisor to help avoid penalties for noncompliance

Who should attend

This session is designed for finance teams, management, executives, and board members of exempt organizations.