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Tax Exempt Organizations From Start to Finish

December 15, 2015
Hilton Garden Inn Madison West - Middleton, WI

Program Description

Confidently Advise Exempt Organizations

Do you have a firm grasp of the transparency and accountability standards required of tax-exempt organizations? Can you easily spot omissions or errors in their tax forms, articles of incorporation and policies? This fast-paced course provides a comprehensive orientation to the legal and tax aspects of exempt organizations. Experienced faculty will explain the nuts and bolts from incorporation to dissolution - with all the tax and compliance challenges in between. By the end of the day, you'll have all the knowledge and tools you need to confidently advise these organizations. Register today!

  • Be prepared to effectively advise your clients on establishing, operating and terminating tax-exempt organizations.
  • Study the various categories of 501(c)s under the internal revenue code, and learn how to properly apply for tax-exempt status.
  • Make sure to include all of the key provisions in articles of incorporation and bylaws.
  • Recognize the two Sarbanes-Oxley requirements for nonprofit organizations, and learn what other SOX practices may be extremely valuable to implement.
  • Gain a better understanding of the fiduciary duties and potential liabilities of the Board of Directors and officers.
  • Find out how to ensure organizational transparency on Form 990, while using it as a positive marketing opportunity.
  • Avoid inadvertent paperwork mistakes that may trigger a compliance check by the IRS.
  • Understand what documentation needs to be filed to authorize dissolutions of exempt organizations.
  • Maintain an ethical practice by knowing how to handle multiple representation and confidentiality dilemmas.

Who Should Attend

This basic-to-intermediate level program provides an orientation to the legal and tax nuts and bolts of exempt organizations for:

  • Attorneys
  • In-House Counsel
  • CPAs and Accountants
  • Nonprofit Organization Directors and Officers
  • Nonprofit Organization Bookkeepers and Controllers
  • Tax Managers
  • Registered Tax Return Preparers
  • Paralegals

Course Content

  1. Incorporation Process
  2. Establishing Tax-Exempt Status With the IRS
  3. Liability of Directors and Officers
  4. Handling Contributions and Tax Deductions
  5. Unrelated Business Taxable Income (UBTI)
  6. Form 990: Key Compliance Points and Disclosure Considerations
  7. Advising on Operational Issues
  8. Restructuring and Terminating Exempt Organizations: Procedures and Pitfalls
  9. Ethical Considerations for EO Practitioners

Continuing Education Credit

Continuing Legal Education – CLE: 8.00 *

Continuing Professional Education for Accountants – CPE for Accountants: 8.00

National Association of State Boards of Accountancy – CPE for Accountants: 8.00 *

* denotes specialty credits

Practice Areas


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