Events

Tax exemption remains a critical financial safeguard for Pennsylvania nonprofit aging services providers, yet eligibility standards continue to face scrutiny and evolving interpretation. This webinar provides a focused review of real estate and sales tax exemption requirements under the HUP Test and the Institutions of Purely Public Charity Act.

Participants will examine how corporate structure, including parent-subsidiary and affiliate relationships, can impact exemption eligibility, particularly when submitting sales tax exemption requests to the Pennsylvania Department of Revenue. The session will also address emerging issues affecting exemption status and outline practical best practices for securing real estate tax exemption and managing renewal filings.

Designed for finance leaders, compliance professionals, and advisors serving nonprofit aging services organizations, this webinar offers actionable guidance to help strengthen exemption strategies and documentation. 

This program has been submitted but not yet approved for Continuing Education for 1.0 total participation hours by NAB/NCERS.

Financial Professionals: This program qualifies for Continuing Education 1.2 total clocked hours from the CPA (State Board of Accountancy). LeadingAge PA is registered with the Pennsylvania State Board of Accountancy, Program Sponsor #PX000987L.

To receive continuing education credit for LeadingAge PA-sponsored webinars, attendees must register under their name, participate through the link supplied after registering, and complete the evaluation after the webinar. 

We are pleased to offer this webinar at no charge to our members. Non-member rate is $80.