Tax exempt associations face unique issues related to their tax exemption. Associations can be complex, multi entity structures that represent the intersection of nonprofit, for-profit and More
Sarah Llewellyn is the Director of Tax Planning and Compliance at AARP, where she is responsible for all tax issues and filing requirements stemming from the Association's multi-entity structure and national presence. These issues include many common to tax-exempt organizations, such as publications and royalties, unrelated business income tax, related-party transactions, and sales and use tax. In addition, she leads all activities regarding federal and state tax audits and foreign investment reporting. Across her career of more than 20 years, Ms. Llewellyn also gained experience in the areas of telecommunications, car dealerships, real estate, and fiduciaries, through work in public accounting and for-profit industry. She received her B.S. in accounting from the Indiana University of Pennsylvania and holds a CPA license in Maryland.