Embassy Suites by Hilton Portland Maine
1050 Westbrook St.
Portland, ME 04102
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 State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 6.0 hours of CLE credit including 1.0 ethics hours.
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. Identify key provisions of corporate bylaws. 2. Describe state tax exemption strategies. 3. Explain the IRS application process for Form 1023. 4. Identify common governance issues that arise. 5. List top Form 990 mistakes to avoid. 6. Describe best practices for doing business with for-profit organizations. 7. State the legal risks of charitable fundraising. 8. Identify ethical requirements to which you must adhere. Field(s) of Study -- Taxes; Business Law; Regulatory Ethics.
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.
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.
STEPHEN C. WHITING is with The Whiting Law Firm, P.A. in Portland, Maine, where he has a general practice with a focus on civil litigation, non-profits, and churches.Â In his 40 years of practice, he has set up hundreds of non-profit corporations - most of which are 501(c)(3)s - and has served on the boards of numerous non-profits. Mr. Whiting has been a speaker at several National Business Institute seminars. He earned his B.A. degree from Dartmouth College and his J.D. degree from the University of Virginia.
$339 / Each Additional