Thursday, February 11, 2027
11:30 - 1:00 PM
Program Title: Understanding Group Exemptions
We’ve got you covered!
Group exemptions have long provided nonprofit associations with an efficient pathway for recognizing the tax-exempt status of chapters, affiliates, and subordinate organizations. However, evolving IRS guidance and compliance expectations have created new questions regarding administration, oversight, reporting obligations, and risk management.
Join us for an informative session designed for association executives, finance leaders, and nonprofit professionals seeking to better understand how group exemptions work in today's regulatory environment.
During this presentation, attendees will gain practical insights into the requirements for obtaining and maintaining a group exemption, the responsibilities of central organizations, and the compliance considerations affecting local chapters and affiliates. The session will also explore key considerations when evaluating whether a group exemption remains the right structure for an association.
Whether your organization currently operates under a group exemption, is considering applying for one, or simply wants to better understand the implications of affiliated nonprofit structures, this session will provide actionable guidance and practical perspectives.
Best fit for: Association CEOs, CFOs, finance and accounting professionals, AMC staff, board members, volunteer leaders, legal and compliance professionals, and chapter or affiliate administrators.
Speaker:
Troy Lindsey, CPA
Partner
Forvis Mazars
Schedule:
11:30 - 12:00 - In-Person Check In and Networking
11:45 - 12:00 - Lunch begins
12:00 - 12:05 - Welcome & Introduction of Panelists
12:05 - 12:55 - Presentation and discusson
12:55 - 1:00- Program Conclusion, Reminders and Adjourn
Location:
