Course book included with all formats
Establishing and operating a tax exempt organization is a complex task that requires advice from knowledgeable professionals. Learn the practical strategies you need to guide a tax exempt client through the life cycle of IRS application and yearly compliance. This double-length course will provide comprehensive information covering Form 1023 filing, state tax exemption applications, handling contributions, and more. Our experienced team of attorneys and accountants will show you how to handle the challenges and opportunities that arise in every tax exempt organization. Gain confidence in your ability to successfully advise tax exempt organizations. Order today!
All times are shown in Eastern time
including - Ethics: 1.00
This program may qualify for up to 6.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 5.0 hours of Law and Legal Procedure and 1.0 hour of ethics.
SAMUEL COPPERSMITH is a partner with the law firm of Coppersmith Brockelman PLC, in Phoenix, Arizona. His practice centers on business and real estate transactions, with emphasis on guiding nonprofit organizations in strategic initiatives, operations, and public affairs. Mr. Coppersmith represented Arizona's 1st Congressional District in the U.S. House of Representatives during the 103rd Congress; served as a member and as chair of the City of Phoenix Board of Adjustment; and currently is chair of the Board of Trustees of the Devereux Foundation, one of the nation's largest behavioral health providers. He is a member of the State Bar of Arizona, State Bar of California, and the American and Maricopa County bar associations. Mr. Coppersmith is a graduate of Harvard College and Yale Law School.
MICHELLE HUHNKE is a partner with the Chicago law firm of Sugar Felsenthal Grais & Hammer, LLP, where she focuses her practice in the areas of estate planning, estate and trust administration, and charitable planning. Ms. Huhnke works with clients and their families to develop estate plans that address varied family circumstances and include efficient estate, gift, and generation-skipping tax planning. She also represents charities and their donors. Ms. Huhnke advises clients on the use of charitable trusts, private foundations, and donor advised funds to foster family philanthropy and maximize the income, estate, and gift tax benefits of charitable giving. She advises charitable foundations and public charities on governance and transactions. Other areas of Ms. Huhnke's practice include asset protection planning and business succession planning. She teaches trusts and estates law at the University of Chicago Law School. Ms. Huhnke is also a lecturer for the Investment Management Consultants Association for their program at the University of Chicago Booth School of Business and has lectured for the Illinois Institute of Continuing Legal Education. She earned her undergraduate degree, cum laude, from Barnard College and her Juris Doctorate degree, with honors, from the National Law Center at George Washington University. Ms. Huhnke is a member of the Illinois State Bar Association and the District of Columbia Bar.
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, Tenth 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. Ms. Urban is active in the Minnesota and Ohio legal communities. 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.
DANIEL S. WELYTOK is an attorney with the Milwaukee, Wisconsin office of von Briesen & Roper, s.c., where he practices in the areas of taxation, exempt organizations, and business law. He has served in numerous leadership roles in various professional associations, including the American Bar Association's Advisory Committee; articles editor for The Tax Lawyer; and chair of the American Bar Association's Tax Law Committee, Young Lawyers Division. He is also an active member of the Great Lakes Tax Exempt Government Entities Council, where he has served as chair and Great Lakes Area liaison with the Internal Revenue Service. Mr. Welytok frequently speaks at various local and national seminars; is widely published; and has edited, written, and contributed to a number of law-based books, including Nonprofit Law and Governance for Dummies, Sarbanes-Oxley for Dummies, and The Wisconsin Guide to Nonprofits. He earned his J.D. degree from the University of Wisconsin Law School and his LL.M. degree, with distinction, from the De Paul School of Law.