February 27, 2025

In-Person

KPMG LLP
345 Park Avenue, Heritage Center, 1st Floor, New York, New York 10154-0102

NYSED 8
•
NASBA 8

Exempt Organizations Conference

February 27, 2025
In-Person
NYSED 8
•
NASBA 8
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    Instructor

    S. Ethan
    Kahn

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    S. Ethan Kahn, CPA

    Bio
    Ethan has 20 years of experience delivering audit, accounting and consulting services to a range of clients, particularly in the not-for-profit sector. He provides clear and sound advice to finance, senior management and Boards of Directors. Ethan is an expert in helping clients overcome strategic planning challenges, as well as performing internal audits, yellow book audits, ensuring compliance, assisting with mergers and acquisitions, reviewing internal control structures and preparing audit packages for the annual audit. He has a successful track record of helping clients achieve their goals. Prior to joining WeiserMazars, Ethan led his own accounting and advisory practice. He has also worked at large regional firms servicing the not-for-profit industry. Ethan received his B.S. in Accounting from Touro College. He is a Certified Public Accountant in the State of New York. Ethan has Chaired the Tax Exempt Organizations Committee for the New York State Society of CPAs for three consecutive terms, chaired the NYSCCPA Tax Exempt Organizations conference for five consecutive years and testified before the New York State Senate – assisting them in crafting the NYS Nonprofit corporate laws.
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    Instructor

    Paul 
    Wolf

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    Paul  Wolf

    Bio
    As a Managing principal of Denham Wolf, Paul provides strategic guidance and technical expertise for a range of arts, cultural, community development, healthcare, social service, and educational organizations. He regularly advises nonprofits on major development projects, represents tenants in acquiring and divesting property, advises organizations on team assembly for major capital projects, helps nonprofits secure project financing through traditional and less conventional routes, and provides strategic planning guidance to help ensure that a nonprofit’s real estate is in service to its mission. Working collaboratively with nonprofits to articulate their real estate needs and organizational goals, Paul positively shapes each client’s strategic real estate decisions and grows their capacity to keep mission first. Paul has an Executive M.B.A., Columbia University Graduate School of Business, New York, NY and a B.A. in English, Columbia University, New York, NY
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    Instructor

    James
    Sheehan

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    James Sheehan, Esq.

    Bio
    James G. Sheehan, is the Chief of the New York State Attorney General’s Charities Bureau. In that role, he directs the bureau’s compliance and outreach efforts, as well as its investigations and litigation efforts whenever there are alleged improper activities by charities and other not-for-profit entities. A nationally recognized speaker on the use of data, analytics, and auditor work-product in compliance and regulatory oversight, he has more than 30 years of high-level experience as an attorney with the U.S. Department of Justice and with New York State and New York City governmental agencies.
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    Instructor

    Magdalena
    Czerniawski

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    Magdalena Czerniawski, CPA

    Bio
    Magdalena is a Managing Director and a member of the Nonprofit, Government & Healthcare Group and the National Non for Profit Technical Community Leader at CBIZ Advisors. With over 15 years of nonprofit industry experience, she provides tax services to a wide array of nonprofits, including charitable organizations, schools, social welfare organizations, affordable housing entities, professional associations, private foundations, healthcare organizations and hospitals. In addition to providing tax compliance services, Magdalena also provides tax planning and advisory services. She specializes in matters associated with unrelated business taxable income, where she focuses on navigating new reporting rules while managing and minimizing organizations’ tax exposure. She helps clients that have lobbying activities with various filing requirements and understanding complex rules. Magdalena helps private foundations navigate the complex rules of self-dealing and excise taxes. She has written many equivalency determinations for private foundations to help them with foreign giving. Magdalena works with organizations on the compensation of executives including various retirement and incentive plans. Her experience also includes serving clients with matters related to benefit plans and foreign tax filings. She represents her clients as an authorized representative before the Internal Revenue Service and various state agencies. Magdalena has published various articles on industry-specific tax matters and has served as a speaker at external and internal conferences. She is the past board chair of the NYSSCPA Exempt Organizations’ Committee.
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    Instructor

    Preston
    Quesenberry

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    Preston Quesenberry

    Bio
    Preston Quesenberry is a Senior Managing Director with KPMG's Washington National Tax office and has more than 15 years of experience advising tax-exempt organizations. Prior to joining KPMG, Preston served as a special counsel in the Tax Exempt and Government Entities division of the IRS Office of Chief Counsel, where he helped draft numerous Treasury regulations and other published guidance items affecting tax- exempt organization issues. He currently provides tax advice to hospitals, universities, and other tax-exempt organizations on a wide variety of issues including unrelated business income tax, requirements for tax-exemption, charitable contributions, domestic and international grant-making, joint ventures, and executive compensation.
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    Instructor

    Nicole
    Sokolowski

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    Nicole Sokolowski

    Bio
    Nicole Sokolowski is a Senior Manager at Ernst & Young overseeing tax compliance and advisory services within the Exempt Organizations Tax Services group. She has extensive experience in providing Form 990 preparation and review services as well as analyzing and advising on emerging exemption erosion issues such as scrutiny over charitable activities, the community benefit standard for tax-exempt hospitals and the categorization and reporting of unrelated business income. These services cover a range of clients across the health care spectrum—from integrated healthcare delivery systems, health care providers and payers, to academic medical centers and physician groups. Nicole is a licensed CPA in New York and is also a member of the AICPA. Nicole holds a Bachelor of Science in Accountancy from St. Thomas Aquinas College.
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    Instructor

    Laura
    Mayo

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    Laura Mayo

    Bio
    Laura Mayo is a Manager in EY’s Exempt Organization Tax Services Group and has been with the firm for seven years. A certified public accountant in New York, Laura has over ten years of experience in providing tax compliance and advisory services to a variety of tax-exempt organizations. Laura is focused on consultation and tax return preparation for health care organizations and hospitals, pension benefit trusts, professional associations, charitable organizations and many other 501(c) organizations. Laura holds a Master of Science in Accountancy from Florida International University, and a Bachelor of Science in Accountancy from Hunter College.
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    Instructor

    Jonathan
    Wexler

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    Jonathan Wexler, Esq.

    Bio
    Jonathan A. Wexler is a Shareholder in Vedder Price's Labor and Employment practice area in the New York office. He represents private-sector, not-for-profit and public-sector clients in litigation matters in federal and state courts and before such administrative agencies as the Equal Employment Opportunity Commission, the New York State Division of Human Rights, the National Labor Relations Board and the New York Department of Labor. Mr. Wexler has arbitrated statutory claims as well as grievances under collective bargaining agreements and has negotiated labor contracts on behalf of employers. He counsels clients concerning labor and employment law matters, including EEO laws, restrictive covenants, trade secrets, wage-and-hour matters, and employee benefits issues, and he has prepared personnel policies, employment agreements and separation agreements for numerous clients. Mr. Wexler has lectured and conducted training for clients in the areas of effective supervision, sexual harassment and compliance with employment laws. Mr. Wexler has been selected by his peers for inclusion in New York Super Lawyers.
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    Instructor

    Zachary
    Segal

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    Zachary Segal

    Bio
    Zachary Segal, CPA, is a senior manager in CohnReznick’s Long Island office as a member of the National Exempt Organization Tax Services (EOTS) practice and has over fifteen years of experience serving a variety of clients, including higher education institutions, public charities, healthcare organizations, affordable housing organizations, CDFIs, associations, and private foundations. His experience extends to tax-exempt clients with complex investment portfolios, managing compliance with IRS UBIT requirements, foreign filing requirements, and forms governed by the FinCEN. Zachary is a member of our Association and CDFI Sector Workgroups working better serve those industries. Zachary also has gained extensive knowledge assisting his clients in the area of tax compliance, including federal and state audits/notices ranging from exemption revocation, employment taxes, unrelated business income tax issues, and issues related to maintenance of tax-exempt status. Zachary also reviews tax returns, such as Form 5500, associated with retirement plans. Additionally, Zachary has served his clients in the areas of taxable organizations, including corporations (C-Corp/S-Corp) and partnerships, providing assistance with both compliance and consulting on complex matters.
  • Updates relating to the new Presidential Administration
  • Internal Revenue Service (IRS) updates on regulations and the annual filings
  • Source information from NYS Government
  • Attorney General’s Office
  • Key governance issues relating to the IRS and NYS filings
  • Exempt Organizations Real Estate Project guidance
  • Recent developments on critical Labor law issues ; Thank You to Our Sponsor:

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Learning Objectives

To provide the latest updated surrounding the Exempt Organizations Industry, to provide the participants with information they need to operate a well run organization, to provide tax updates, government updates with the latest on the NYS expectations of Exempt Organizations, Labor Law updates, critical items relating to transactions involving property (purchasing, developing, building, etc.) and much more.

Major Topics

  • Updates relating to the new Presidential Administration
  • Internal Revenue Service (IRS) updates on regulations and the annual filings
  • Source information from NYS Government
  • Attorney General’s Office
  • Key governance issues relating to the IRS and NYS filings
  • Exempt Organizations Real Estate Project guidance
  • Recent developments on critical Labor law issues

CPE Credits Available

NYSED 8
NASBA 8
0
Preparation Credit - Taxation (NYSED)
0
Preparation Credit - Taxes NASBA)
0
Speaking Credit - Taxation (NYSED)
0
Speaking Credit - Taxes NASBA)
3.5
Specialized Knowledge (NASBA) - NASBA
3.5
Specialized Knowledge / Industries (NYSED) - NYSED
4.5
Taxation (NYSED) - NYSED
4.5
Taxes (NASBA) - NASBA

KPMG LLP

345 Park Avenue, Heritage Center, 1st Floor, New York, New York 10154-0102

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Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Preparation Credit - Taxation (NYSED)
  • Preparation Credit - Taxes NASBA)
  • Speaking Credit - Taxation (NYSED)
  • Speaking Credit - Taxes NASBA)
  • Specialized Knowledge (NASBA)
  • Specialized Knowledge / Industries (NYSED)
  • Taxation (NYSED)
  • Taxes (NASBA)

Prerequisites

None.

Advanced Preparation

None.

Intended Audience

CPA’s in public and private practice, Consultants, Executive Directors, CFO’s, COO’s, Members of the Board of Directors

Provider

Foundation for Accounting Education

This event has ended.