Guiding a nonprofit start-up through the key steps of formation lays the foundation for success or failure, depending on whether all the structural decisions are solid and all the formation documents are submitted correctly. This troubleshooting guide focuses on all the ways this process can go wrong and on the solutions to the resulting problems. Prepare for every eventuality - register today!
Identify key red flags in bylaws and mission statements.
Find out why most Form 1023 applications fail and prevent denials.
Help new nonprofits navigate the maze of IRS reporting.
Forestall critical problems in nonprofit governance.
Ensure compliance with charitable solicitation rules.
Who Should Attend
This program is designed for attorneys. It may also benefit accountants and paralegals.
When is a Nonprofit NOT an Appropriate Entity?
Common Missteps in the Process of Establishing the Nonprofit
Problematic Articles of Incorporation and Bylaws, Weak Mission Statement
Top Reasons for Denial of Form 1023 Application to Obtain Recognition of Exemption
Public Charity or Private Foundation? Errors in Corresponding Organizational Structure
Charitable Solicitation Registration Mistakes
Form 990, UBTI Reporting Mistakes in the Start-Up Period
Restrictions of Lobbying, Political Activity
Failure to Claim Copyrights, Register Trademarks
Mistakes in Contracting, Failure to Limit Contracting Authority
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to:1. State two key provisions of nonprofit bylaws.2. Identify at least two challenges in completing Form 1023.3. List at least one charitable solicitation mistake.Field(s) of Study -- Taxes; Business Law.
Alyssa Gross is an attorney at William C. Moran & Associates, P.C., in Williamsville, New York. Ms. Gross focuses her practice on representation of churches and nonprofits in matters of incorporation, application for tax exemption, employee issues, and real estate transactions. She has a B.A. degree in criminal justice from the University at Albany and her J.D. degree from the University at Buffalo Law School. Ms. Gross serves as chairman of the Board for The Teacher’s Desk, a regional New York nonprofit. She is admitted to practice in New York.
William M Klimon is senior counsel with Compass Legal Services, Inc. Mr. Klimon has advised over 700 nonprofit organizations on a complete range of issues from formation to dissolution. He has worked with many of the nation's most prominent private foundations, public charities, political campaigns, schools, and churches. He also chaired the American Bar Association's Nonprofit Organizations Committee (2018-2020). Mr. Klimon earned his B.A. degree from the University of Pennsylvania; his J.D. degree with honors from the University of Maryland School of Law (Order of the Coif); and his LL.M. degree in taxation from Georgetown University Law Center.
Jennifer L Urban is the founder of Legal for Good PLLC, and devotes herself to representing charitable and nonprofit organizations throughout Minnesota and Ohio. Ms. Urban routinely assists charitable organizations and individual donors with a variety of matters, including crisis management; fiscal sponsorship; nonprofit formation; 501(c) tax exemption; merger, consolidation, and dissolution; nonprofit consulting, training, and best practices; grant compliance and financial management; property tax exemption; sales tax exemption; nonprofit-related litigation; charitable solicitation and professional fundraising; government compliance and regulatory issues; and document review and creation. She is a graduate of the University of Wisconsin-Madison, as well as Ohio State University Moritz College of Law. After graduation, Ms. Urban served as a judicial law clerk to the Honorable Peggy L. Bryant, 10th District Court of Appeals for the State of Ohio. Before transitioning to private practice, she served four years as an assistant attorney general at the Office of the Ohio Attorney General in the Charitable Law Division. She enjoys speaking at legal education seminars, directing the nonprofit law clinic at the University of St. Thomas School of Law, and being a member of numerous prominent local legal organizations.
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