The recently enacted One Big Beautiful Bill introduces sweeping changes that will directly impact the not-for-profit sector. From compliance requirements and reporting obligations to strategic financial planning, these updates carry significant implications for boards, executives, and finance teams. Join YHB as we break down the bill’s key provisions, outline what organizations need to do to stay compliant, and share insights on how these changes may affect funding, operations, and long-term sustainability. This session will provide practical guidance and actionable takeaways to help your organization adapt with confidence.
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Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters.
Olivia focuses on providing financial reporting services to not-for-profit organizations, especially private schools, colleges, universities, and foundations. In addition to conducting audits and reviews, she has helped clients prepare Form 990, 990-T and Form 990-PF informational returns.
