Decoding the OBBBA for Tax-Exempt Organizations

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Presented on August 13, 2025

Wendy Campos, Principal, Not-for-Profit Practice
Lauren Haverlock, Principal, Not-for-Profit Practice
Shelby T. Netz, Principal, Not-for-Profit Practice
Craig Lammlin, Managing Director, Tax Credits & Incentive Services

Decoding the OBBBA for Tax-Exempt Organizations explores the impact of the tax and spending law on private foundation excise taxes, considerations for colleges and universities that face expanded endowment taxes, and the status of employee retention tax credits in a post-pandemic environment. This webcast also reviews changes to energy-efficiency tax credits related to the Inflation Reduction Act, the impact on entities engaged in renewable energy projects, and more.

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