Reimbursement Plans Done Right: Mastering Expense Reimbursements in the Nonprofit World

Accountable expense reimbursement plans are essential in helping nonprofits reimburse employees and leaders in a compliant, tax-efficient manner. Join us for a practical overview of IRS requirements, common pitfalls in nonprofit settings, and nuanced issues such as ministry-related expenses, mixed-use costs, and documentation challenges. You’ll gain insights into strengthening internal controls and avoiding reclassification risks that can trigger payroll tax consequences.

Designed for both accounting professionals and nonprofit finance leaders, this session will bridge technical tax rules with real-world application.

Learning Objectives

After completing this session, participants will be able to:

1. Identify IRS requirements for accountable plans, including substantiation, business connection, and timely return of excess reimbursements.
2. Evaluate common compliance risks and errors in nonprofit reimbursement practices, including improper allowances, documentation deficiencies, and reclassification as taxable wages.
3. Apply best practices to design, implement, and maintain accountable plans that meet nonprofit governance, internal controls, and audit expectations.

CPE Information

• CPE Credits: 1.0
• Field of Study: Taxes
• Prerequisites: None
• Advanced Preparation: None
• Program Level: Basic
• Delivery Method: Group Internet Based

Refunds and Cancellations: No fee. For more information regarding refund, concerns, and program cancellation policies, please contact dwood@CRIadv.com. In order to be awarded the full credits, you must respond to 3 out of the four polling questions asked during the program and attend the the webinar for a minimum of 50 minutes. Correct poll answers are not required to receive full credit.

CRI Advisors, LLC 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.