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eCourse

Answer Bar: How to Protect Your Nonprofit

Contains material from Feb 2019 to Mar 2023

Answer Bar: How to Protect Your Nonprofit
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Session 1: Organized Exclusively for Charitable Purposes: Nonprofit Formation and Formalities from an Accounting and Legal Point of View - This session focuses on start-up considerations, federal and state laws; choice of entity; articles of incorporation and bylaws; and applying for tax exemption. It provides insight on how different legal structures will impact financial statements and metrics.

Session 2: Operated Exclusively for Charitable Purposes: Compliance and Operational Considerations and Structuring - This session focuses on the operating and compliance aspects of maintaining 501(c)(3) status, with a focus on permissible and impermissible activities.

Session 3: Reporting Obligations for Section 501(c)(3) Organizations - Explore compliance requirements for charitable organizations with IRC section 501(c)(3) status. Provide a framework for the reporting obligations at the federal and state levels. The federal reporting discussion will concentrate on the key reporting items of the Form 990 and when other forms may be required. Discuss the high-level requirements for state registrations for nonprofits, charitable trusts and charitable solicitations.

Session 4: IRS and AG Oversight - This session focuses on federal and state oversight and regulation of tax-exempts, regulatory powers and authority, and enforcement issues.

Session 5: IRS Audits - An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.

Session 6: Governance in a Time of Crisis - This panel will cover both proactive steps to prepare an organization for crisis and practical guidance for navigating through a crisis. Topics will include fiduciary issues, the tools available to allow board members and officers to exercise their fiduciary duties, the role of the board and management during a crisis, and challenging decisions involving funding and endowment management.

Session 7: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!  

Session 8: 
Commercial Activities and UBIT - Exempt organizations are increasingly focused on generating additional revenue, capitalizing on tangible and intangible assets, and partnering with for-profit entities. This session will cover trends in the area, instances of how the UBIT rules apply, and examples of how including tax in early stage project/revenue planning can add value, improve post-tax returns, and avoid unpleasant surprises.

Session 9: 
Elections and Nonprofit Compliance - As we wrap up a tumultuous election year and gear up for 2024, it is important for nonprofits to understand how to engage effectively and, most importantly, legally in the electoral process. Take a deep dive into real life examples and analyze potential legal landmines and how to avoid them. Given the small class structure, we hope that attendees will come armed with their own examples that can be discussed by the group.

Session 10: Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.

Session 11: Ethical Challenges for Nonprofit Organization Advisors - Focus on ethical responsibilities and considerations in representing non-profits before the IRS. In particular, the session will address the practical impact of Circular 230, the intersection between Circular 230 and state rules for both attorneys and CPAs, and ethical issues that can arise while managing IRS exams and other encounters with the IRS.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 10.75 | 2.00 ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2024

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1. Organized Exclusively for Charitable Purposes: Nonprofit Formation and Formalities from an Accounting and Legal Point of View (Feb 2022)

Christina N. Cahill, Neely D. Duncan

1.00 0.00 0.00 1.00
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(mp4)
60 mins
(mp3)
60 mins
(pdf)
17 pgs
Session 1 —60 mins
1.00
Organized Exclusively for Charitable Purposes: Nonprofit Formation and Formalities from an Accounting and Legal Point of View (Feb 2022)

This session focuses on start-up considerations, federal and state laws; choice of entity; articles of incorporation and bylaws; and applying for tax exemption. It provides insight on how different legal structures will impact financial statements and metrics.

Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop

Christina N. Cahill, Polsinelli PC - New York, NY
Neely D. Duncan, BKD, LLP - Dallas, TX

Show session details

2. Operated Exclusively for Charitable Purposes: Compliance and Operational Considerations and Structuring (Feb 2022)

Darren B. Moore, Lauren Simpson

1.00 0.00 0.00 1.00
Preview Materials

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(mp4)
61 mins
(mp3)
61 mins
(pdf)
22 pgs
(pdf)
15 pgs
Session 2 —61 mins
1.00
Operated Exclusively for Charitable Purposes: Compliance and Operational Considerations and Structuring (Feb 2022)

This session focuses on the operating and compliance aspects of maintaining 501(c)(3) status, with a focus on permissible and impermissible activities.

Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop

Darren B. Moore, Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Lauren Simpson, Morgan, Lewis & Bockius LLP - New York, NY

Show session details

3. Reporting Obligations for Section 501(c)(3) Organizations (Feb 2022)

Jennifer Becker Harris, Hamish W. Nieh

1.00 0.00 0.00 1.00
Preview Materials

Download session materials for offline use

(mp4)
60 mins
(mp3)
60 mins
(pdf)
24 pgs
Session 3 —60 mins
1.00
Reporting Obligations for Section 501(c)(3) Organizations (Feb 2022)

Explore compliance requirements for charitable organizations with IRC section 501(c)(3) status. Provide a framework for the reporting obligations at the federal and state levels. The federal reporting discussion will concentrate on the key reporting items of the Form 990 and when other forms may be required. Discuss the high-level requirements for state registrations for nonprofits, charitable trusts and charitable solicitations.

Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop

Jennifer Becker Harris, Clark Nuber PS - Bellevue, WA
Hamish W. Nieh, Fizer Beck - Houston, TX

Show session details

4. IRS and AG Oversight (Feb 2022)

Tama Brooks Klosek, Susan K. Staricka

1.00 0.00 0.00 1.00
Preview Materials

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(mp4)
61 mins
(mp3)
61 mins
(pdf)
45 pgs
Session 4 —61 mins
1.00
IRS and AG Oversight (Feb 2022)

This session focuses on federal and state oversight and regulation of tax-exempts, regulatory powers and authority, and enforcement issues.

Originally presented: Jan 2022 Nonprofit Organizations Fundamentals Workshop

Tama Brooks Klosek, Klosek & Associates PLLC - Houston, TX
Susan K. Staricka, Staricka Law, PLLC - Austin, TX

Show session details

5. IRS Audits (Mar 2021)

Christina N. Cahill, Kurt Coburn

1.00 0.00 0.00 1.00
Preview Materials

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(mp4)
61 mins
(mp3)
60 mins
(pdf)
166 pgs
(pdf)
15 pgs
Session 5 —61 mins
1.00
IRS Audits (Mar 2021)

An IRS audit won’t happen to my organization, you say—until it does. Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity or private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.

Originally presented: Jan 2021 Nonprofit Organizations Fundamentals

Christina N. Cahill, Polsinelli PC - New York, NY
Kurt Coburn, Blazek & Vetterling - Houston, TX

Show session details

6. Governance in a Time of Crisis (Feb 2022)

Katherine Karl, Justin Zaremby

0.75 0.00 0.00 0.75
Preview Materials

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(mp4)
45 mins
(mp3)
44 mins
Paper
(pdf)
1 pgs
(pdf)
11 pgs
Session 6 —45 mins
0.75
Governance in a Time of Crisis (Feb 2022)

This panel will cover both proactive steps to prepare an organization for crisis and practical guidance for navigating through a crisis. Topics will include fiduciary issues, the tools available to allow board members and officers to exercise their fiduciary duties, the role of the board and management during a crisis, and challenging decisions involving funding and endowment management.

Originally presented: Jan 2022 Nonprofit Organizations Institute

Katherine Karl, The Humane Society of the United States - Washington, DC
Justin Zaremby, Patterson Belknap Webb & Tyler LLP - New York, NY

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7. Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment (Feb 2019)

Jody Blazek, Nishka Chandrasoma

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp3)
42 mins
(pdf)
11 pgs
Session 7 —42 mins
0.75
Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment (Feb 2019)

Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!  

Originally presented: Jan 2019 Nonprofit Organizations Institute

Jody Blazek, Blazek & Vetterling - Houston, TX
Nishka Chandrasoma, Ford Foundation - New York, NY

Show session details

8. Commercial Activities and UBIT (Mar 2023)

Edward T. Chaney, Justin J. Lowe

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp4)
44 mins
(mp3)
43 mins
(pdf)
12 pgs
Session 8 —44 mins
0.75
Commercial Activities and UBIT (Mar 2023)

Exempt organizations are increasingly focused on generating additional revenue, capitalizing on tangible and intangible assets, and partnering with for-profit entities. This session will cover trends in the area, instances of how the UBIT rules apply, and examples of how including tax in early stage project/revenue planning can add value, improve post-tax returns, and avoid unpleasant surprises.

Originally presented: Jan 2023 Nonprofit Organizations Institute

Edward T. Chaney, Schell Bray PLLC - Chapel Hill, NC
Justin J. Lowe, Ernst & Young LLP - Washington, DC

Show session details

9. Elections and Nonprofit Compliance (Mar 2023)

James P. Joseph, Katherine Karl

1.50 0.00 0.00 1.50
Preview Materials

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(mp3)
95 mins
(pdf)
12 pgs
Session 9 —95 mins
1.50
Elections and Nonprofit Compliance (Mar 2023)

As we wrap up a tumultuous election year and gear up for 2024, it is important for nonprofits to understand how to engage effectively and, most importantly, legally in the electoral process. Take a deep dive into real life examples and analyze potential legal landmines and how to avoid them. Given the small class structure, we hope that attendees will come armed with their own examples that can be discussed by the group.

Originally presented: Jan 2023 Nonprofit Organizations Institute

James P. Joseph, Arnold & Porter Kaye Scholer LLP - Washington, DC
Katherine Karl, Caplin & Drysdale, Chartered - Washington, DC

Show session details

10. Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack (Mar 2021)

John E. Ansbach

1.00 1.00 0.00 1.00 | 1.00 ethics
Preview Materials

Download session materials for offline use

(mp4)
61 mins
(mp3)
60 mins
(pdf)
24 pgs
Session 10 —61 mins
1.00 | 1.00 ethics
Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack (Mar 2021)

Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.

Originally presented: Jan 2021 Nonprofit Organizations Institute

John E. Ansbach, Stroz Friedberg - Dallas, TX

Show session details

11. Ethical Challenges for Nonprofit Organization Advisors (Mar 2023)

Meghan R. Biss, Bridget M. Weiss

1.00 1.00 0.00 1.00 | 1.00 ethics
Preview Materials

Download session materials for offline use

(mp4)
59 mins
(mp3)
58 mins
(pdf)
20 pgs
Session 11 —59 mins
1.00 | 1.00 ethics
Ethical Challenges for Nonprofit Organization Advisors (Mar 2023)

Focus on ethical responsibilities and considerations in representing non-profits before the IRS. In particular, the session will address the practical impact of Circular 230, the intersection between Circular 230 and state rules for both attorneys and CPAs, and ethical issues that can arise while managing IRS exams and other encounters with the IRS.

Originally presented: Jan 2023 Nonprofit Organizations Institute

Meghan R. Biss, Caplin & Drysdale, Chartered - Washington, DC
Bridget M. Weiss, Arnold & Porter Kaye Scholer LLP - Washington, DC