Course book included with all formats
Having deficient bylaws, tax filing errors, donor oversights and transaction problems can cause an organization countless headaches, create legal problems, and make the governance of a nonprofit very difficult and inefficient. In this legal guide, you will walk through the most common mistakes that nonprofits make, as well as highlighting best practices. You'll have all the knowledge and tools you need to confidently advise these organizations and steer them clear of common mistakes. Order today!
including - Ethics: 1.00
This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.50 hours of self-study CLE credit including 1.0 ethics hours. No more than 5.5 hours of self-study CLE credit may be earned during a reporting period.
LEONARD M. COLE, an attorney with Cole Nonprofits Law, LLC, has been focusing exclusively in nonprofits and tax law for almost two decades. He advises and represents nonprofit clients on a wide range of corporate, tax, regulatory and transactional matters. Mr. Cole regularly works with charities, foundations, associations, schools and other educational organizations, international organizations, and other categories of exempt organizations. Before opening Cole Nonprofits Law, LLC, in 2012, he was the principal nonprofits law attorney at a regional firm in Portland, Maine. Prior to that, Mr. Cole practiced tax law in international law firms in New York and Boston, and advised nonprofit organizations extensively at smaller firms in both cities. He earned his undergraduate degree from Berklee College of Music in Boston; his law degree, cum laude, from Duke University School of Law; and his Master of Laws in taxation from New York University School of Law.
SALLY A. MORRIS is the founder of Sally Anne Morris, Attorney at Law. She began her career as an employment attorney in 1992, litigating cases involving the Massachusetts state colleges and the city of Boston Fire Department. Ms. Morris joined the Portland, Maine law firm of Friedman, Gaythwaite, Wolf & Leavitt in 1997 where she became known for smart, strategic employment law advice. She has successfully represented nursing homes, local YMCA chapters, independent research laboratories, residential care facilities, dog kennels, hair salons, hotels and individuals in disputes over both federal labor laws and Maine labor laws. In 2003, Ms. Morris decided to found her own business and focus on labor law, civil rights cases, employment law, nonprofit law and nonprofit compliance. Her practical advice and compliance solutions help small businesses and nonprofit organizations avoid pitfalls and empowers individuals. A strong and successful litigator, Ms. Morris has argued on behalf of her clients before administrative agencies and in state and federal court. She has also served as an independent investigator to companies for sensitive employment matters. Ms. Morris graduated with honors from the New England School of Law, where she edited the New England Law Review. She received the New England Scholar Award and the American Jurisprudence Award in Equitable Remedies. She earned her B.A. degree in political science from Boston University.
TABITHA C. SWANSON, CPA, CMA, CFM, is with The Swanson Group LLC. She is a member of the American Institute of Certified Public Accountants, Maine Society of CPAs, Institute of Management Accountants and Maine Medical Association. Ms. Swanson graduated from the University of Maine in Orono with a Bachelor of Science degree in business administration. She earned her certified public accountant designation in Maine, and she received her certified in management accounting and certified financial manager designations.