Ala Moana Hotel
410 Atkinson Drive
Honolulu, HI 96814
Regulatory Ethics: 1.00
Business Law: 4.00
Course book included with all formats
Enhance Your Knowledge of This Unique Area of Law
Do you know the best practices and pitfalls for drafting bylaws, articles of incorporation, corporate policies and establishing tax exempt status? Can you confidently advise clients on governance, executive compensation, transparency, UBIT and other hot-button issues? This program will walk you through key steps of the nonprofit lifecycle and give you the knowledge and tools you need to establish tax exempt organizations and help clients preserve tax-exempt status. Don't miss this opportunity for practical instruction and sample forms - register today!
This intermediate level program is designed for:
including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
including - Ethics: 1.00
NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This activity has been approved for a total of 6.0 hours of continuing legal education credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
including - Regulatory Ethics: 1.00 Taxes: 2.00 Business Law: 4.00
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 live setting. Accountants should have a basic understanding of tax exempt organizations. No advanced preparation is required. Upon completion of this course, attendee will be able to: 1. List the top legal issues impacting exempt organizations. 2. Identify key provisions of corporate bylaws. 3. Describe state tax exemption strategies. 4. Explain the IRS application process for Form 1023. 5. Identify common governance issues that arise. 6. List top Form 990 mistakes to avoid. 7. Describe best practices for doing business with for-profit organizations. 8. Identify ethical requirements to which you must adhere. Field(s) of Study -- Taxes; Business Law; Regulatory Ethics.
TREVER K. ASAM is a partner in the tax department of Cades Schutte LLP, where he assists taxpayers in the resolution of state and federal tax controversies, both administratively and through litigation. Mr. Asam also represents and advises tax-exempt organizations on issues including tax exemption, unrelated business income, and the use of subsidiary organizations and joint ventures. He is a member of the District of Columbia Bar and the Hawaii State Bar Association. Mr. Asam earned his B.A. degree from Yale University and his J.D. degree from Duke University School of Law.
RICHARD C. MOSHER is counsel with Dentons US LLP, where his practice includes an extremely wide variety of corporate work, civil litigation, regulatory compliance, employment and labor law (75+ EEOC trials), arbitration-mediation, business negotiation, mergers and acquisitions, policyholder insurance disputes and claim recovery, captive insurance, charter schools, intellectual property protection and licensing, and international joint ventures and strategic business alliances. Additionally, Mr. Mosher worked for 30+ years as in-house general counsel or associate GC for Ball (including Aerospace, Agricultural and International), Maytag, Hoover, and Loctronix (wireless location technology) corporations; and has advised small, large, start-up, public, private, and governmental organizations. He was a special assistant U.S. attorney working with a federal task force on identity theft. Mr. Mosher earned his B.A. degree from Augustana College and his J.D. degree from Northwestern University Pritzker School of Law.
CAROLE R. RICHELIEU is an attorney and the former and longest serving chief disciplinary counsel of Hawaii's Office of Disciplinary Counsel and former fund administrator for the Lawyers' Fund for Client Protection. Ms. Richelieu currently serves with the State Department of Commerce and Consumer Affairs, and is a former per diem hearings officer for the State Departments of Labor and Land and Natural Resources, as well as a legal ethics expert, consultant, and instructor. She has made numerous presentations on legal ethics, client protection, practice management, and professionalism, as well as written many articles and contributed to numerous manuals. Ms. Richelieu has served as a supreme court appointee to the Chief Justice's National Action Plan (producing the first one in the nation), the Committee to Review the Code of Judicial Conduct, the Committee on the Certification of Legal Specialists, the Committee on Unbundling Legal Services/Unauthorized Practice of Law, and continues to serve on the Board of Examiners in various capacities and the Commission on Professionalism. She is a fellow of the American Bar Foundation, and a member of the American Bar Association Center for Professional Responsibility, American Bar Association, and the Hawaii State Bar Association (on which she has served on many committees, and is currently a director for the Senior Counsel Division and twice past president, as well the Transitioning Lawyers Committee).
ALAN M. SCHLISSEL, a tax attorney and accountant, is the managing partner of the accounting firm of Schlissel & Associates, LLC. He has more than 17 years of experience consulting and advising small to large entities in all facets of domestic and international tax planning, tax minimization and tax return preparation. In addition, Mr. Schlissel has significant experience in tax issues affecting not-for-profits, individuals, real estate developers, construction, and energy industries. For its clients, the practice provides turnkey operation, from structuring and financial modeling to tax return preparation. For not-for-profits, he has assisted in formation, preparation of tax-exempt status documentation, tax return preparation and general consultation for both not-for-profit charitable organizations and private foundations. Mr. Schlissel currently serves as an assistant professor of accounting at the Shidler School of Business at the University of Hawaii. He earned his M.B.A. degree at Hofstra University Frank G. Zarb School of Business, his J.D. degree at Hofstra University School of Law, and his LL.M. degree at the University of Florida School of Law.
$339 / Each Additional