Nonprofit Law

4.23

Private Foundation Compliance & Reporting

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Idaho CLE Upon Request 3 Total
Kentucky CLE Upon Request 3 Total
Minnesota CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Rhode Island CLE Upon Request 3.5 Total
Washington CLE Approved 3 Total
OnDemand
2 hours 55 minutes
Leonard Cole
Alyssa Gross
With Leonard M. Cole + other
Recorded October 30, 2023
Product ID 97411

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Overview

Board Governance, Taxation, and More

Private foundations must comply with some of the strictest requirements among charities. This legal course offers a current summary of top compliance issues and practical guidance for fulfilling the requirements. Register today!

  • Get an update on the latest private foundation reporting rules.
  • Learn to spot compliance gaps and get practical guidance for correcting errors.
  • Discover what it takes to accurately complete Forms 990 and 4720.
  • Explore top board governance compliance pitfalls and dangers.

Abbreviated Agenda

  • Private Foundation Rules & Reporting Overview
  • Identifying and Resolving Common Compliance Issues
  • Board Composition, Governance & Transparency
  • Surviving IRS Forms 990 and 4720
Product ID 97411

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 4 Total
Idaho CLE Upon Request 3 Total
Kentucky CLE Upon Request 3 Total
Minnesota CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Rhode Island CLE Upon Request 3.5 Total
Washington CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Private Foundation Rules & Reporting Overview

  2. Identifying and Resolving Common Compliance Issues

    • Self-Dealing
    • Minimum Distributions
    • Program- and Mission-Related Investments
    • Private Benefits & Grantmaking
  3. Board Composition, Governance & Transparency

  4. Surviving IRS Forms 990 and 4720

Who Should Attend

This program is for attorneys. Accountants and paralegals may also benefit.

Speakers

Leonard M Cole
Leonard M.
Cole
Alyssa Gross
Alyssa
Gross
William C. Moran & Associates, P.C.
Speaker bio
Leonard M Cole

Leonard M. Cole

Leonard 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.

Speaker bio
Alyssa Gross

Alyssa Gross

William C. Moran & Associates, P.C.
Alyssa Gross

is an attorney at William C. Moran & Associates, P.C. in Williamsville, New York. She focuses her practice on representation of churches and nonprofits in matters of incorporation, application for tax exemption, employee issues and real estate transactions. Ms. Gross earned her B.A. degree in criminal justice from the University at Albany and her J.D. degree from the University at Buffalo Law School. She serves as chairman of the board for The Teacher’s Desk, a regional New York nonprofit. Ms. Gross is admitted to practice in New York.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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