Hilton Garden Inn Fairfax
3950 Fair Ridge Dr.
Fairfax, VA 22033
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 course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of credit, which includes 1.0 hour of ethics.
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. List top Form 990 mistakes to avoid. 6. Describe best practices for doing business with for-profit organizations. 7. Identify common governance issues that arise. 8. Identify ethical requirements to which you must adhere. Field(s) of Study -- Taxes; Business Law; Regulatory Ethics.
MEGAN A. CHRISTENSEN is a partner with Manatt, Phelps & Phillips, LLP in their tax practice. Her areas of practice are concentrated in federal income taxation, advising both taxable and tax-exempt clients in a broad array of areas, including new markets tax credits, opportunity zones, and tax-exemption and nonprofit governance. Ms. Christensen is admitted to practice in Virginia, California, the District of Columbia, and the U.S. Tax Court. She is a member of the American Bar Association (Business and Taxation sections) and the District of Columbia Bar. Ms. Christensen earned her B.A. degree from the College of William & Mary; her J.D. degree from Washington University School of Law; and her LL.M. degree, in taxation, from New York University School of Law.
MARK C. FRANCO is an attorney with Whiteford Taylor Preston LLP where he assists associations, nonprofit organizations and small businesses on corporate legal matters, including formation, tax, contracts, compliance, employment, fundraising, intellectual property and governance. Mr. Franco also provides counsel to professional credentialing programs on matters, such as discipline, accommodations, copyright registration, eligibility and accreditation. He has more than 15 years of experience working with nonprofit and credentialing organizations. Mr. Franco is admitted to practice in Virginia and the District of Columbia. He is a member of the Filipino American Lawyers Association of Washington, D.C. (board member), American Society of Association Executives (Legal Section Council), American Bar Association, Institute for Credentialing Excellence Government Affairs Committee, and the Asian Pacific American Bar Association. Mr. Franco earned his B.S. degree from Georgetown University and J.D. degree from George Mason University School of Law.
STEPHEN H. KING is a director of the law firm of Gammon & Grange, P.C. He practices in the areas of nonprofit and exempt organizations, preventative law, and general business law. Mr. King is admitted to practice in Virginia and Massachusetts, and is a member of the Christian Legal Society. He earned his B.S. degree from Wheaton College, his J.D. degree from Northeastern University School of Law and his LL.M. degree from Georgetown University.
WILLIAM M. KLIMON is a member of Caplin & Drysdale, Chartered's corporate law and exempt organizations groups. For nearly 20 years, he has served as trusted counsel to a diverse range of nonprofit organizations, including many large private foundations, public charities, trade associations, and other nonprofit organizations. Mr. Klimon's legal services primarily address the corporate challenges facing tax-exempt entities, including corporate governance, transactional matters like mergers and acquisitions, and affiliation among nonprofits and between nonprofits and for-profit businesses. He is the chair of the American Bar Association's Nonprofit Organizations Committee. Mr. Klimon earned his B.A. degree from the University of Pennsylvania; his J.D. degree with honor from the University of Maryland School of Law (Order of the Coif); and his LL.M. in tax degree from Georgetown University Law Center.
BRINA ZINTER is a tax manager at SC&H Group, Inc., where works with the middle market tax practice group. Ms. Zinter helps in planning procedures to enhance value by transferring the needed specialized knowledge to increase cash flow, mitigate liability exposure and provide an annuity of savings in the form of tax expense reduction. She also assists clients with state income tax requirements to minimize state and local income and franchise taxes for clients. From developing methodologies to guiding tax-efficient planning techniques, we keep clients compliant with state laws while minimizing future tax burden. Ms. Zinter is a certified public accountant. She earned her B.A. degree from Elmira College and her M.D. degree in taxation from the University of Baltimore.
$349 / Each Additional