irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $59KAFFILIATE PAYMENT TO IFA CENTRAL (ROTTERDAM, NETHERLANDS) TO SUPPORT ITS ROLE AS A FORUM FOR DISCUSSION OF INTERNATIONAL TAX QUESTIONS.
- #2 $123KMISCELLANEOUS EDUCATIONAL OPPORTUNITIES PROVIDED IN REGIONAL PROGRAMS FOCUSING ON INTERNATIONAL TAXATION RELATED ISSUES.
named programs · 5 · from sources
What they call their work
Annual IFA USA Branch Conference
Flagship conference bringing together tax professionals for advanced discussions on international tax issues, featuring expert panels and networking opportunities.
Career Pathways in Tax Events
Roundtable discussions hosted at law schools such as Seton Hall and Georgetown to engage students and early-career professionals in tax careers.
Global IFA Congress
International congress held annually in different global locations, providing access to tax authorities, OECD representatives, and global tax experts.
Regional Webinar Events
Locally organized virtual and in-person events, such as the Cleveland and Midwest regional webinars, focusing on current topics like Pillar 2 compliance and U.S. tax updates.
Young IFA Network (YIN)
Program offering low-cost webinars and events for early-career tax professionals to build expertise and network.
activities · 5 groups
What they do
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Professional Education and Certification for Financial and Estate Planners 3 activities
- Delivering continuing education credits for professionalsProvides continuing education credits (CPE/CLE) for legal and accounting professionals attending its events, and is registered with NASBA as a sponsor of continuing professional education for accountants.
- Hosting an annual lecture in honor of Carol TelloHosts an annual lecture named after Carol Tello, contributing to its ongoing educational programming on international taxation.
- Providing educational webinars and recorded sessionsOffers free webinars and access to a library of recorded sessions on international tax topics for members, with virtual presentations by external firms on current tax compliance issues and regional webinar events on topics such as Pillar 2 compliance and U.S. tax updates.
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Regional Chapter Network Support 1 activity
- Facilitating regional member engagement and leadershipOrganizes nearly 1,000 members across 17 regional divisions into regional groups to support local interaction and participation; oversees regional activities through Regional Vice Presidents who lead local councils, providing professional development and networking opportunities.
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Member-Exclusive Resource Access 1 activity
- Operating a member resource library and technical repositoryProvides members access to conference materials, handouts, monographs, technical resources, and General Reports via an online library; also accepts member submissions of technical materials to contribute to the repository and distributes printed and CD-ROM copies of IFA World Congress reports.
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Professional Networking Events 1 activity
- Organizing career development and professional networking eventsHosts career pathways events and in-person tax career events at academic institutions to support modern tax careers and professional development, particularly through low-cost programs and webinars offered via the Young IFA Network for early-career professionals.
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Uncategorized 2 activities
- Funding IFA Central in RotterdamFunds IFA Central in Rotterdam, Netherlands, to support its role as a forum for discussion on international tax questions.
- Hosting annual and virtual international tax conferencesHosts an annual conference for members, including the 54th edition in Boston in 2025 and a planned joint meeting with the Ireland branch in 2026; also organizes recurring virtual international tax conferences, including the 7th Annual Virtual International Tax Conference in September 2026.
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financials · form 990 · fy2024
revenue
Total revenue$657K
Contributions & grants$00%
Program service revenue$655K100%
Investment income$1K0%
Other revenue$700
expenses
Total expenses$541K
Program expenses65%
Admin / overhead35%
Fundraising0%
Salaries & benefits$0
Grants paid out$59K
Largest expense lineProfessional Fees
balance sheet
Total assets$3.52M
Cash$399K
Investments$3.02M
Liabilities$79K
Net assets$3.44M
Liquid reserves75.8 mo
3 years on record · 2020–2024 · YoY revenue +8.1%
leadership · form 990 part vii · fy2024
Who runs it
board members · 25
- BARBARA ANGUS — EXECUTIVE COMMITTEE
- BRIGITTE MUEHLMANN — VICE PRESIDENT, TECHNOLOGY
- CANDICE TURNER — EXECUTIVE COMMITTEE
- CATHERINE SCHULTZ — EXECUTIVE COMMITTEE
- DANIELLE ROLFES — EXECUTIVE COMMITTEE
- DAVID SALTZMAN — EXECUTIVE COMMITTEE
- DIRK JJ SURINGA — VICE PRESIDENT, FINANCE
- EDWARD C OSTERBERG — UNSEL
- JEANNE GOULET — EXECUTIVE COMMITTEE
- JOHN BATES — VICE PRESIDENT, SECRETARY
- JOHN K DESHONG — VICE-PRESIDENT, REGIONS
- JOSH ODINTZ — EXECUTIVE COMMITTEE
- JOSHUA BLANK — EXECUTIVE COMMITTEE
- LARISSA NEUMANN — VICE PRESIDENT, MEMBERSHIP
- MICHAEL LEBOVITZ — VICE-PRESIDENT, REGIONS
- PATRICK J BROWN — VICE PRESIDENT, CENTRAL IFA
- PEDRO CORONA DE LA FUENTA — EXECUTIVE COMMITTEE
- PETER A GLICKLICH — EXECUTIVE VICE PRESIDENT
- PETER J CONNORS — PRESIDENT
- RICHARD L WINSTON — VICE PRESIDENT, MEMBERSHIP
- ROBERT STACK — EXECUTIVE COMMITTEE
- SAHEL A ASSAR — EXECUTIVE COMMITTEE
- SOL COFFINO — PRESIDENT EMERITUS
- SUCHI LEE — EXECUTIVE COMMITTEE
- TRACY ANNE KAYE — VICE PRESIDENT, ACADEMIA
relationships · 16
Who they work with
- Covington Partner — Employer of IFA USA President Dirk Suringa, who chairs the Tax Practice at the firm.
- Davies Ward Phillips & Vineberg LLP Partner — Leadership from this firm holds the presidency of IFA USA.
- Deloitte Tax LLP Partner — Deloitte Tax LLP professionals moderate IFA USA educational webinars.
- Georgetown Law School Partner — Co-hosts events including the Career Pathways in Tax event.
- IFA Central Partner — Receives affiliate payments from USA Branch IFA to support its role as a forum for international tax discussion.
- International Fiscal Association Network — USA Branch of the International Fiscal Association, indicating affiliation with the global organization.
- Ireland-USA Branch Partner — Co-organizes a joint meeting with the Ireland branch.
- LinkedIn Network — Member organization with a presence on LinkedIn.
- National Association of State Boards of Accountancy Government — IFA USA is registered with NASBA as a continuing professional education sponsor.
- OECD Government — Provides members access to OECD representatives through the IFA World Congress and considers OECD policy issues in programming.
- PwC Partner — Co-presents virtual events on tax compliance and policy with IFA USA.
- PwC Partner — PwC professionals serve as panelists in IFA USA educational webinars.
- Seton Hall Law School Partner — Co-hosts career pathways in tax events with IFA USA.
- Sponsors Partner — Collaborates with sponsors to support the annual conference.
- Thompson Hine Partner — Co-presents virtual events on tax compliance and policy with IFA USA.
- Thompson Hine Partner — Thompson Hine professionals serve as panelists in IFA USA educational webinars.
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Centralized Knowledge Sharing to Support Continuous Professional Learningmethodology: knowledge-sharing-platformBy centralizing technical resources and conference materials, the organization enhances member engagement and learning because accessible, curated content enables ongoing education and practical application in complex international tax contexts.
- Expert Forum Convening for International Tax Advancementmethodology: expert-forum-conveningBy convening expert forums such as annual conferences and seminars, the organization advances international tax law because these gatherings enable stakeholders to exchange insights on fiscal developments, legislative changes, and practical implementation challenges, thereby shaping collective understanding and policy evolution.
- Global Professional Networking as Interdisciplinary Knowledge Exchangemethodology: international-professional-networkingBy connecting U.S. tax professionals with international experts through events and networking, the organization fosters professional development and knowledge exchange because exposure to global practices and interdisciplinary perspectives—spanning law, policy, strategy, and global impact—enhances the effectiveness and adaptability of practitioners.
- Regional Network Structure to Enable Localized Professional Engagementmethodology: regional_network_structureBy organizing around a regional network structure, the organization sustains member engagement and fosters professional interaction because localized structures support regular, context-relevant connections among tax professionals across geographies.