Moving Forward with Nonprofit Organizations
Course book included with all formats
Moving Forward with Nonprofit Organizations
When it comes to nonprofit organizations, a myriad of legal issues can arise. Without the proper counsel and guidance, clients stand to face significant issues sooner than later. Are you prepared to make the best recommendations for a client's nonprofit entity so that they're in compliance with the law? In this comprehensive program, learn how to operate nonprofit organizations following the transition to remote, review the latest case law developments and updates concerning the nonprofit sector, and much more - register today!
This program is designed for attorneys. Accountants and paralegals may also benefit.
All times are shown in Eastern time.
including - Regulatory Ethics: 1.00 Business Law: 6.00
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 7.0 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 an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of the legal issues a nonprofit organization can face. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. List at least one permissible lobbying activity. 2. Identify conditions in which a client's 501(c)(3) tax exempt status can be lost. 3. Review nonprofit board governance procedures.Field(s) of Study -- Business Law; Regulatory Ethics.
MICHAEL A. de FREITAS is an attorney with William C. Moran & Associates, P.C., in Buffalo, New York, where he represents not-for-profit organizations throughout the state in matters of corporate, contract, real estate, tax exemption and other regulatory law. Mr. de Freitas has served on and chaired nonprofit boards of directors. As a member of the New York State Bar Association, he has chaired the Business Law Section, Legislative Affairs Committee and served on non-profit continuing education panels. He earned his B.A. degree from College of the Holy Cross and his J.D. degree from Cornell Law School.
AMY O'LOUGHLIN is a CPA and a director in the Phoenix office of CBIZ MHM, LLC. She has more than 20 years of experience in the areas of tax exempt and not-for-profit tax issues. Ms. O'Loughlin serves over 200 tax-exempt organizations assisting with IRS compliance and multi-state issues, establishing tax-exempt status, advising on income, sales and payroll tax issues unique to tax-exempt clients. She presents on various nonprofit topics for the Arizona Society of CPAs and local client events. Ms. O'Loughlin currently sits on the CBIZ Not-for-Profit Practice Group Steering and Technical Committee which meets to discuss relevant issues facing clients as well as review current NFP literature, changes in tax law and developing trends in tax exempt audit and tax. She received a Certificate in Accountancy at Arizona State University, her B.A. degree from Gonzaga University, and her M.B.A. degree from the University of Nebraska, Omaha. Ms. O'Loughlin is a member of the American Institute of Certified Public Accountants (AICPA) and the Arizona Society of Certified Public Accountants (ASCPA).
PAUL M. ROY is an attorney with Withers Bergman LLP. Mr. Roy leads the firm's philanthropic and charitable organizations practice on the east coast. He has been with Withers Bergman LLP, and its predecessor for nearly 34 years. His practice focuses on domestic and international estate planning, advising private foundations and other non-profit organizations on tax matters, as well as counseling wealthy individuals with respect to planned giving and tax-exempt organizations. Mr. Roy has written numerous articles on domestic and international estate planning and is a frequent speaker on legal matters that are relevant to artists, dealers, museums and other charities. He earned his law degree from Georgetown University and received his bachelor's degree from the University of Pennsylvania's Wharton School of Business.
$379 / Each Additional
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