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How Does Tax Reform Affect Not-For-Profit Organizations?

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Networking with drinks and light fare, followed by discussion

How Does Tax Reform Affect Not-For-Profit Organizations?

The enactment of the Tax Cuts and Jobs Act brought fundamental changes to U.S. tax law, from lower tax rates to a greater exemption from federal estate and gift taxation.  Fortunately for us, Loscalzo institute’s Allen Fetterman stays up-to-date on all of these developments.  He focuses on how the new tax law, by limiting itemized deductions to only the top five percent of tax fliers, is already having – and will likely continue to have – a major impact on the governance and finances of the non-for-profit sector.

Learning Objectives –

  • Explain why there is less incentive to make charitable contributions after the Tax Cuts and Jobs Act;
  • Identify how “bunching” of contributions could aid charities as well as donors;
  • Distinguish between the nonprofit excise tax on executive compensation and its equivalent for public companies; and
  • Define what is meant by the “Johnson Amendment.”




Mike Fowler

Mike Fowler leads business development efforts for Kaplan’s Accounting Continuing Education business. Mike has 29 years experience in business development, organizational development, marketing and strategy, in environments ranging from Fortune 500 organizations to software and internet startups. He has held sales, marketing, and strategy positions at Kaplan, Thomson, and SkillSoft before joining SmartPros.


Jennifer Martinez

Jennifer Martinez partners with clients across a variety of industries on the development and delivery of finance learning programs. She has a background in accounting and finance recruiting, she holds a Senior Professional in Human Resources (SPHR) certification, and is currently pursuing her MBA. Jennifer previously served on the board of directors for Maternal and Child Health Access in Los Angeles, CA.


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Event Information

Thursday, October 4, 2018
5:30 PM – 7:00 PM
Menlo College
Building 21 – El Camino Hall
1000 El Camino Real
Atherton, CA 94027

Please arrive early for registration!


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CPE Credits

One (1.0) CPE credit available. Field of Study: TBD

FEI 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 final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website,



Registration is closed, please contact Micky at [email protected] for questions.