The presenters and attendees of this conference typically have a combined reach of thousands of nonprofits nationwide. This conference offers a unique platform to influence and connect across the nonprofit sector. The knowledge shared and relationships built here have the potential to impact countless organizations and the communities they serve.
To provide information to individual in the Tax-Exempt Space about federal and state tax and compliance matters. We will provide up to the minute developments as well as a look ahead into what we see on the horizon.
Partner
Galleros Robinson CPA LLP
Partner
Perlman & Perlman LLP
Chief
New York Attorney General - Charities Bureau
Citrin Cooperman LLP
Magdalena is a tax managing director in Citrin Cooperman with over 20 years of not-for-profit industry experience. She provides tax services to a wide array of not-for-profits, including charitable organizations, schools, social welfare organizations, affordable housing organizations, professional associations and private foundations.
In addition to providing tax compliance services, Magdalena also provides tax planning and advisory services. She specializes in matters related to unrelated business taxable income, where she focuses on navigating the new reporting rules while managing and minimizing organizations' tax exposure. She helps clients that have lobbying activities with the various filing requirements and understating the complex rules. Magdalena works with organizations as it relates to compensation of executives including various retirement and incentive plans. She works with private foundations to help them navigate the complex rules of self-dealing and excise taxes. She has written many equivalency determinations for private foundations to help them with foreign giving. She also represents her clients as an authorized representative before the Internal Revenue Service and various state agencies. Furthermore, Magdalena’s experience includes serving clients with matters related to employee compensation and benefit plans, healthcare organizations and hospitals, affordable housing entities and foreign tax filings.
Previously, Magdalena was a partner at a business advisory firm before joining Citrin Cooperman, and a partner at top 10 accounting firms, where she focused on tax consulting and compliance for many of the highest profile not-for-profit clients.
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CohnReznick Advisory LLC
Partner
Sensiba LLP
With 20 years of experience as a trusted advisor to mission-driven organizations, Audit Partner Matthew Estersohn leads Sensiba’s nonprofit practice. He specializes in providing accounting, auditing, tax, and consulting services for a wide range of nonprofit organizations, including human service organizations, educational and cultural institutions, membership organizations, and private foundations. He also specializes in Single Audits for organizations that receive federal funding. Matt has additional expertise performing audits of cost reports for nonprofits that receive state and local funding, compliance audits, and audits of employee benefit plans.
Matt regularly presents at conferences and seminars on issues impacting the nonprofit industry and has been sought out to testify as an expert on nonprofit accounting and management. He has written reports for his clients on matters including operating efficiencies and best practices, internal controls, financial reporting and governance, and has assisted with due diligence on nonprofit mergers and acquisitions.
Matt received a bachelor’s degree in Economics from Cornell University and is a Certified Public Accountant. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Matt has been honored with the Forty Under 40 Awards from the New York State Society of Certified Public Accountants and New York Nonprofit Media. He has volunteered his time as a Board member of local charitable and municipal organizations. Outside of work, Matt enjoys hiking, hockey, and spending time with his wife, kids, and their dogs.
As of 10/13/2026
Tax Senior Manager
KPMG LLP
Toby is a senior manager in KPMG’s Metro New York Development and Exempt Organizations (DEO) practice, concentrating exclusively on the tax‑exempt sector. She has 10 years of experience providing tax consulting and compliance services to a wide range of exempt organizations, including colleges and universities, healthcare systems, cultural institutions, exempt trusts, membership associations, private foundations, religious organizations, and other not‑for‑profit entities.
Within KPMG, Toby helps lead technology and standardization initiatives for the national DEO practice, regularly facilitates firm‑sponsored trainings, actively supports firm recruiting efforts, and is an active member of several Business Resource Groups (BRGs).
Toby currently serves as a Director for the TEGE Exempt Organizations Council, where she also Co‑Chairs both the Logistics Committee and the Sector Growth Committee. She was formerly the Chair of the Exempt Organizations Committee for the New York State Society of CPAs and remains an active member of the Committee. Toby was selected as a 2025 Emerging Leader by the New York State Society of CPAs.
Toby began her career in Chicago at a mid‑sized firm and relocated to New York in 2021. She holds a Bachelor of Science in Business Administration with a double specialization in Accounting and Management Information Systems (MIS) from The Ohio State University Fisher College of Business.
Manager, Tax
KPMG LLP
Morgan, Lewis & Bockius LLP
11 East 35th Street, 11th Floor, New York, New York 10016
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