Welcome

As exempt organizations continue to grow and evolve, the demands placed on the tax, finance and other compliance functions have become increasingly complex. Coordinating the preparation of tax returns can at times seem like a year-round endeavor, and yet tax departments are also called upon to interact with the IRS and other taxing authorities; analyze tax risk and provide management advice on mitigation strategies; implement new tax regulations such as those associated with section 501(r) and the Tax Cuts and Jobs Act; and interact with many other internal functions, including treasury, legal, and human resources.

A tax leader in today's environment needs to have a strong understanding of exempt organization tax technical concepts and must also be knowledgeable about other areas such as employment tax, international tax, state and local tax, tax-exempt bonds, and many others.

The EY Exempt Organization Tax Services Future Tax Leaders (FTL) Program is intended to help exempt organizations develop the tax skills of high-potential professionals who will one day provide the next generation of leadership in their organizations. In doing so, EY achieves its objective of "building a better working world".

Program details

What does it involve?

  • A virtual kick-off meeting. The agenda will include a primer on 501(c)(3) concepts; and a presentation on social style and versatility to help with your leadership development;
  • Invitations to participate in a series of virtual technical education sessions on topics of interest to tax-exempt health care organizations;
  • Access to a dedicated EY website for the FTL program which will include program details, technical session materials, and other resources;
  • Through full participation in the program, participants will strengthen their networks and gain exposure to EY tax professionals, meet peers within other organizations, and interact with current tax leaders of prominent EO organizations; and
  • Assignment of a local EY peer for networking.
  • Closing session to review and enhance knowledge about tax-exempt organization concepts, review program outcomes, and celebrate the conclusion of the program.

Who is it for?

  • High-potential professionals within exempt organizations, preferably with two to five years of experience, who aspire to increase their potential for leadership advancement within the next five years.
  • Entry to the program is via nomination by your organization. EY executives invite select organizations to submit nominations.

Kick-off meeting

The virtual kick off meeting held on Friday, February 2, 2024.


The agenda for the day will be as follows (subject to change):

11:00 a.m. – 11:45 a.m. Welcome and introductions
11:45 a.m. – 12:30 p.m. Primer on 501(c)(3) exemption standards
12:30 p.m. – 12:45 p.m. Break
12:45 p.m. – 1:15 p.m. Website and resources demo
1:15 p.m. – 2:00 p.m. Primer on 501(c)(3) exemption standards continued
2:00 p.m. – 2:15 p.m. Break
2:15 p.m.– 3:45 p.m. Creating connections with SOCIAL STYLES®
3:45 p.m. – 4:30 p.m. Primer on 501(c)(3) exemption standards continued
4:30 p.m. – 4:45 p.m. Closing remarks

 

Virtual technical education sessions

The virtual technical education sessions are currently scheduled on Thursdays from 3-4:15 p.m. Eastern (dates, times, and topics subject to change). FTL participants will receive an email with the materials and a link to access the virtual presentation a few days in advance of each session.

2024 virtual technical education sessions

February 29, 2024 Form 990 and IRS Updates
Slides | Webcast
March 28, 2024 23 Hot topics in UBI
Slides | Webcast
April 25, 2024 Employee Tax Update
Slides | Webcast
June 27, 2024 Exempt Entity Structuring
Slides | Webcast
August 29, 2024 International Tax Issues
Slides | Webcast
September 26, 2024 Indirect Tax and Incentives
Slides | Webcast
November 19, 2024 Closing Session
Slides | Webcast

EY contacts

For more information on the program, please contact:

Debi Heiskala
Executive Sponsor
+1 858 535 7355
debra.heiskala@ey.com
Bob Vuillemot
Executive Sponsor
+1 412 644 5313
robert.vuillemot@ey.com


Kristen Farr Capizzi
Program Leader
+1 312 928 1652
kristen.g.farr.capizzi@ey.com


 

 

 

 

Resources

2024 Kickoff meeting materials

Slides | Webcast Part 1 | Webcast Part 2 | Webcast Part 3


Reference materials


2023 virtual technical education sessions

February 23, 2023 Form 990 and IRS Updates
Slides | Webcast
March 23, 2023 23 Hot topics in UBI
Slides | Webcast
April 27, 2023 Employment Tax Issues
Slides | Webcast
June 29, 2023 International Tax Issues
Slides | Webcast
July 27, 2023 Exempt Entity Structuring
Slides | Webcast
September 28, 2023 Indirect Tax and Incentives
Slides | Webcast
November 29, 2023 Closing Session
Slides

 


EY's 28th Annual Health Sciences Tax Conference

EY's Health Sciences Tax Conference is our firm's premier educational and networking event for tax professionals in the U.S. health sciences sector. The three-day conference includes interesting plenary sessions focusing on the health care industry and tax and regulatory developments; break-out sessions that allow participants to choose from a number of relevant tax topics; and a variety of networking and entertainment opportunities.

You will receive more information and a link for your complimentary registration to EY's 28th Annual Health Sciences Tax Conference in the fall of 2017. Be sure to save the date!