Knowledge is Power

Join us for our next course in the DFMC

Catholic University of America Webinar series.


DFMC WEBINAR


Tax Update for Catholic Dioceses



Friday, February 2, 2024

2:00 PM Eastern Time


2.0 CPE credits available

Session Description 


Federal Taxation updates relating to Charitable Organizations, specific to the needs of the Catholic Church. Discussion will center around new and/or developing legislation / regulatory / and professional association rules, and practice standards. Taxation typologies with regards to employment, benefits, and special considerations for compensation to priests and other clergy will be covered. Other topics, such as charitable contributions, disclosure requirements and rules regarding IRS audits will be covered.

Learning Objectives


By the end of the program the participants will:

 ●      Learn more about the current tax landscape for charitable/exempt organizations as well as look ahead to 2024

      News from the IRS

      Recent guidance and developments

      Anticipated future guidance and developments

      Taxation typologies regarding employment, compensation, benefits and special considerations for compensation to priests and clergy

      Employment tax

      Fringe benefits

      Social security

      Special rules limiting audits

      Charitable organizations - substantiation and disclosure requirements

      Charitable contributions - donated property

Greg Monahan

Greg Monahan, Assistant Professor of Practice, Busch School of Business, The Catholic University of America 

Register in advance below. 


After registering, you will receive a confirmation email containing information about joining the meeting.


Cost: 

Free for DFMC members, $50.00 for non-members



When:

Friday, February 2, 2024

From 2:00 pm-3:40 pm EST


Where: Live online


More information on the DFMC Website (in the members section so please login first).

With more than 25 years of US Government service, Greg has spent much of his career serving as a special agent with the US Treasury, IRS Criminal Investigation (IRS-CI). He specializes in complex financial and cybercrimes investigations, serving compliance organizations with international operations, and higher education institutions. Greg has extensive for-profit experience working within the oil industry, financial services, cryptocurrency and global compliance industry.


Greg’s area of expertise has been in supporting and investigating civil and criminal matters involving the federal tax laws. Early in his career, he spent many years working for Sunoco, Inc. (Philadelphia, PA), in their corporate accounting and tax department. He had responsibilities to include the preparation of the consolidated income tax return for both the parent and affiliated companies in addition to the preparation and filing of all domestic franchise tax returns in the US. Upon completion of his graduate studies in taxation, Greg worked for Vanguard as a Financial Consultant specializing in estate tax planning matters for high-wealth clients. 


Greg is a registered CPA in New Jersey and Virginia and a member of the American Institute of Certified Public Accountants. He earned his B.S. in Accounting from Rutgers University and M.S. in Taxation from Villanova University. Greg conducts seminars on developing best practices for various topics, including fraud, financial crimes, cybercrimes and criminal investigations.



Register Now
  John Matthew Knowles, J.D.
 jknowles@dfmconf.org
602-992-2900