Buy This Course
OnDemand Video
Video Download
Course Book Download
Sorry, the course is no longer available.
or
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
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Colorado CLE |
|
4 Total | 12-31-2025 |
| Idaho CLE |
|
3 Total | |
| Kentucky CLE |
|
3 Total | |
| Minnesota CLE |
|
3 Total | |
| Montana CLE |
|
3 Total | 10-30-2026 |
| North Dakota CLE |
|
3 Total | 10-30-2026 |
| New Hampshire CLE |
|
3 Total | 10-30-2026 |
| Nevada CLE |
|
3 Total | 10-30-2026 |
| New York CLE |
|
3.5 Total | 10-30-2026 |
| Oregon CLE |
|
3 Total | |
| Rhode Island CLE |
|
3.5 Total | |
| Washington CLE |
|
3 Total | 10-29-2028 |
Select Jurisdiction
CLE
Agenda
-
Private Foundation Rules & Reporting Overview
-
Identifying and Resolving Common Compliance Issues
- Self-Dealing
- Minimum Distributions
- Program- and Mission-Related Investments
- Private Benefits & Grantmaking
-
Board Composition, Governance & Transparency
-
Surviving IRS Forms 990 and 4720
Who Should Attend
This program is for attorneys. Accountants and paralegals may also benefit.
Speakers
Speaker bio
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.
Speaker bio
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.
TOP FAQs
How do I access my courses?
Do you have options for attendees who are deaf or hard of hearing?
What happens if my course is cancelled?
Are multiple attendee discounts available?
When will the OnDemand be available and how long will I have access to the content?
What is included with my course purchase?
Will I receive a certificate of completion?
Can multiple people watch courses and request credit?
Have more questions? Please Contact Us
