While not-for-profit organizations and other 501(c) entities often enjoy sales tax exemptions when purchasing goods or services for their own use, those exemptions typically do not extend to sales made to the public. As a result, transactions like conferences, educational programs, digital learning platforms, and fundraising merchandise sales may be subject to state sales tax.

Join CBIZ as we explore state sales tax rules for not-for-profit organizations and other 501(c) entities, with a particular emphasis on sales made by charities, educational organizations, trade associations, and others.

We will discuss how sales tax applies to these activities, review potential exemptions for sales made to other not-for-profit or 501(c) entities, and address compliance considerations. The session will provide practical advice on remediating past noncompliance and how to deal with ongoing sales tax compliance so your organization can minimize risk and meet its obligations moving forward.

Presenters

John Bonk, Managing Director, State & Local Tax Services
Aaron Fox, Managing Director, Not-for-Profit Tax Services
Zakariya Hussain, Manager, State & Local Tax Services

CPE CREDITS
Program Description State Sales Tax Considerations for Not-for-Profits and 501(c) Entities

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • Identify when and how state sales tax applies to sales made by not-for-profit and 501(c) organizations, including common activities such as conferences, educational programs, and merchandise sales.
  • Recognize key compliance considerations and practical steps for remediating past noncompliance and maintaining ongoing sales tax compliance.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1.0 Credit
Recommended Field of Study Taxes
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.