Event Description
Deadline to Register: May 23
This presentation will include an overview of exempt organization tax law
with a deeper look at more advanced topics like unrelated business income,
related organization considerations and transfer pricing. In particular, exempt
organizations which have related for-profit entities or unrelated business
income activities should attend this presentation to understand how unrelated
business income can be impacted by allocation methodologies.
Tax Law Section meeting will be held immediately following the CLE
program at 3PM. All Section members are welcome to attend.
Post-event Social Hour:
Join the Tax Section's Wealth Management Committee for drinks and appetizers at
the Local from 5-7PM. Register online HERE.
Presenters:
Kim Hunwardsen
| Tax Partner & Leader of Exempt
Organization Tax Practice at Eide Bailly
LLP
Kim leads Eide Bailly’s Exempt Organization Tax
Practice. During her 23 years serving nonprofit and health care organizations,
Kim has developed an extensive understanding of the issues affecting tax-exempt
organizations. She works with clients to ensure compliance with the various tax
regulations and reporting requirements. In addition she consults with clients on
issues such as entity formation, unrelated business income, compensation and
benefits, mergers and restructurings and IRS examinations. Kim consults with
healthcare organizations on compliance with 501(r) requirements and conducts
Community Health Needs Assessments. In addition, Kim speaks regularly to
nonprofit and health care groups throughout the country on issues related to
their tax-exempt status. Kim serves as President of the Board of Directors at a
nonprofit organization and uses this experience to provide perspective on issues
of importance to boards. Kim is also based in Minneapolis, MN and holds the CPA
designation.
Jason
Fritts
| International Tax Senior Manager & Leader of
Transfer Pricing Practice at Eide Bailly LLP
Jason leads Eide Bailly’s Transfer Pricing Practice.
Jason has more than 13 years of domestic and international transfer pricing
experience, including assisting tax-exempt organizations with related-party cost
allocations, unrelated business income, and tax authority defense. Additionally,
Jason assists his clients with planning and documenting intercompany transfers
of tangibles, intangibles, services, and capital. He has performed numerous cost
allocation studies assisting clients in complying with the U.S. transfer pricing
services regulations while supporting tax-effective strategies. Jason serves on
the board of Laura Jeffrey Academy, a non-profit tuition-free charter school in
St. Paul, MN offering STEM educational experiences. Jason is based in
Minneapolis, MN.
Co-Sponsors:
MSBA Tax Law Section
MSBA Probate & Trust
Section
CLE Credits:
1.0 Standard CLE Credit approved | Event Code: 238853
Cost:
Tax Law or Probate & Trust Section Members: FREE
MSBA Member not in the section: $10
Non-Member:
$20
Law Student member: FREE
Remote Participation:
Remote participation is available. Please indicate that you will attend
remotely when registering. Instructions will be sent via e-mail the day before
the CLE.
Want more information about
the Tax Law Section? Click here
!
To register with a check, please mail in this registration form.
Need to cancel? Please see our cancellation policy.
Questions? Contact Kayla
Erbach | 612-278-6325
The MSBA is committed to creating an inclusive environment in which all
members can participate fully. If you need reasonable accommodations to
participate in this event, please notify Kayla
Erbach. Please provide at least 72 hours prior to the event to
allow sufficient time to make arrangements.