Topic: State of MN: Maximizing Your Tax Exemptions & Avoiding Common Pitfalls
April 27, 2017
8:15 am – 10:15 am
NFGTCTag

Gloria Dei Lutheran Church
700 Snelling Ave S
St. Paul, MN 55116

Speakers: Ashley Rehn & Teri Grahn, Redpath & Company, Ltd.

Join us for a discussion on the different types of tax exemptions available to Minnesota exempt organizations including property tax exemptions and sales and use tax exemptions. We will also discuss the trends being seen in the audits conducted by the Minnesota Department of Revenue over the past several years and discuss the areas your organization should review to ensure compliance and, if audited, a positive outcome.

About the Speakers:
Ashley Rehn provides tax compliance and consulting services at Redpath and Company, Ltd to a variety of exempt organizations including: charities, foundations, charter schools, member organizations, business leagues, civic organizations and social clubs. For the past 15 years Ashley has been working with clients providing services such as annual preparation of the form 990 series; unrelated business income; private foundation compliance and excise tax reporting; entity structuring, including multiple entities and joint ventures; monitoring and analysis of public charity status; and board education. Ashley is a member of the American Institute of Certified Public Accountants, Minnesota Society of Certified Public Accountants, Minnesota Council of Nonprofits and Nonprofit Financial Group.

Teri Grahn, sales and use tax specialist, educates and assists commercial, government and not-for-profit entities with sales and use tax refunds and compliance. Teri works with clients to review internal records and internal practices to make sure entities are in compliance, to educate staff and set up processes to remain compliant with future transactions, and to recover sales and use tax refunds that companies often overlook. Teri also supports clients through sales and use tax audits by investigating claims and answering questions throughout the process. Prior to working at Redpath and Company, Teri performed sales and use tax audits for the Minnesota Department of Revenue.

Please RSVP here.

 


Topic: Communicating Financial Information to Those Charged with Governance
May 18, 2017
8:15 am – 10:15 am

Gloria Dei Lutheran Church
700 Snelling Ave S
St. Paul, MN 55116

Speaker: Nicki Donlon, Bakery Tilly

*NFG member may bring board member to meeting

Please RSVP here.