Course book included with all formats
For the past decade or so, scandals involving public companies and the nonprofit sector have pushed tax-exempt organizations into the compliance spotlight. At the same time, nonprofits face significant financial constraints and increased competition for funds, and must demonstrate effective programs and efficient spending. Under continued pressure from government agencies, watchdog groups, funders, and constituents, exempt organizations need to ensure their governance and management practices leave no room for legal or financial error, and effectively advance the organization's mission. This resource examines the key issues to be aware of, as well as recommended policies and practices to minimize liability and maximize effectiveness. Don't miss this opportunity to cover your bases - order today!
Session Times: 2:00 - 3:30 PM Eastern
Presenters: Lawton C. Leung and Paul M. Roy
NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 2.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 ethics credit.
LAWTON C. LEUNG is an associate attorney with Withers Bergman LLP in the private client and tax team. Mr. Leung's practice focuses on domestic and international tax, trust, and estate planning for high net worth individuals and their families. He regularly advises donors with respect to planned giving structures and counsels public charities, private foundations, and other tax-exempt organizations on formation, tax, and regulatory matters. Mr. Leung is admitted to practice law in New York and Connecticut. He earned his LL.M. in Taxation from New York University School of Law, his J.D. degree from Boston College Law School, and his A.B. degree from Dartmouth College.
PAUL M. ROY is an attorney with Withers Bergman LLP. Mr. Roy leads the firm's philanthropic and charitable organizations practice on the East Coast. He has been with Withers Bergman LLP, and its predecessor for nearly 34 years. His practice focuses on domestic and international estate planning, advising private foundations and other non-profit organizations on tax matters, as well as counseling wealthy individuals with respect to planned giving and tax-exempt organizations. Mr. Roy has written numerous articles on domestic and international estate planning and is a frequent speaker on legal matters that are relevant to artists, dealers, museums and other charities. He earned his law degree from Georgetown University and received his bachelor's degree from the University of Pennsylvania's Wharton School of Business.