Events

Partner Jennifer Gniady, chair of the firm's Chair, Religious, Educational & Nonprofit Organizations, will speak on the panel "Tax Exemption Topics for Religious Institutions."

The vast majority of Catholic institutes and their ministries obtain federal tax exemption through the group ruling held by the United States Conference of Catholic Bishops.  During this session, we’ll walk through the application processes and the obligations that come with exemption under the group ruling, including the relationship of dioceses to religious institutes and the most common issues that delay applications.  We’ll also talk about the connection to The Official Catholic Directory for those organizations that have their own federal exemption determination.  Attendees will come away with insight into how some of the IRS processes are different for members of a group ruling and practical resources for resolving issues with their tax exemption. In addition, we will touch on the role that tax exemption and the OCD play in decisions about compensation to religious members, as well as additional timely tax topics, such as new guidance from the IRS for unrelated business income, conversions between types of exempt entities, and developments in specific tax programs such as the Employee Retention Credit.