Hot Topics for 501(c)(3) Organizations Explored
Overview:
The revised Form 990 issued by Internal Revenue Services (IRS) for tax-exempt ask for more information and it raises a number of issues for charities and other nonprofit organizations.
This Live Webcast will focus on hot-button issues surrounding 501(c)(3) Organizations, including:
• IRA Charitable Rollovers
• Cell Phone Use
• Public Charity Status
• Overview
• Changes in §509(a)(1)/§170(b)(1)(A)(vi) and §509(a)(2) tests
• Elimination of Advance Ruling Process
• Highlights of the Revised IRS Form 990
• Form 990: Background regarding narrative questions
• "Hot Button" questions
• Governance questions: independent directors, conflict of interest inquiries, compensation of executive directors
• Miscellaneous - adoptions of required policies, minutes, director review of Form 990, abbreviated Form 990s
Finance directors and compliance officers will need to work closely with the organization’s governing board and corporate counsel to understand the organization’s compliance policies and ensure that information is disclosed properly on the form.
To explore and explain the new IRS Form 990 and other hot issues governing 501(c)(3) Organizations, the Knowledge Group is assembling a panel of experts to help taxpayers and their advisers understand the implications of these issues and how to develop best practices with respect to the revised form most importantly. The speakers will share their expert opinions in a two-hour LIVE Webcast.
Agenda:
McDermott Will & Emery LLP
The Urban Institute
Bricker & Eckler LLP
Tate & Tryon
Who Should Attend:
- Accountants - Attorneys - Executive Directors - Controllers - CFOs - Tax Managers - Financial Officers - Senior Officers - Tax-exempt Auditors - Tax-exempt Organization Lawyers - Nonprofit Organization ExecutivesMichael N. Fine is an associate in the law firm of McDermott Will & Emery LLP and is based in …
Mr. Pollak, JD, is Program Director of the National Center for Charitable Statistics, a program of the Center on Nonprofits …
Sally Bloomfield is a partner at the law firm of Bricker & Eckler LLP in Columbus, Ohio. For more than …
Deborah G. Kosnett, CPA, is a Tax Principal with Tate & Tryon, CPAs and Consultants, in Washington, DC, a firm …
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
On-demand Webcast (CLE)
Prerequisite:
NONE
Course Code:
114124
Total Credits:
2.0 CLE
Login Instructions:
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SPEAKERS' FIRMS:
About McDermott Will & Emery LLP
Website: #https://www.mwe.com/
About The Urban Institute
Website: #https://www.urban.org/
About Bricker & Eckler LLP
Bricker & Eckler LLP is one of Ohio’s leading law firms. Located in Columbus, Cleveland and Cincinnati-Dayton, the firm represents corporations, nonprofit organizations, government agencies, health care facilities, school districts, and municipalities, as well as individuals. Bricker & Eckler provides superior client service through our focus on the industries in which our clients do business. Health care, insurance, financial services, manufacturing, construction, and real estate are examples of the key industries we serve. In addition, our attorneys offer extensive experience in a variety of specialized practice areas, including litigation, corporate boards and officers, public utilities, environmental issues, tax and estate planning, and municipal bonds, to name a few.
Website: #https://www.bricker.com/home.aspx
About Tate & Tryon
Website: #https://www.tatetryon.com/