CLE on Tax Exempt Organizations Boot Camp

The National Business Institute is holding a conference entitled, Tax Exempt Organizations Boot Camp, which will take place on Tuesday, October 17, 2017, at the Indiana Wesleyan University – Merrillville Education & Conference Center in Merrillville, IN. Provided below is a description of the event:

Program Description

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!

• Get up to date with the latest legislation, enforcement activities and hot-button legal issues impacting exempt organizations.
• Understand current best practices for drafting bylaws, articles of incorporation and corporate policies.
• Find out how to successfully apply for tax-exempt status.
• Review governance liability issues and gain best practices for minimizing them.
• Catch Form 990 and UBIT reporting mistakes before the IRS does.
• Get answers to your clients’ everyday and unique operational questions.

Who Should Attend

This basic-to-intermediate level program is designed for attorneys. In-house counsel, CPAs and accountants, nonprofit organization directors and officers, nonprofit organization bookkeepers and controllers, tax managers, registered tax return preparers, and paralegals may also benefit.

Course Content

1. Bylaws, Articles of Incorporation and Policies: Pitfalls to Avoid
2. State Tax Exemption Strategies
3. IRS Form 1023 and 1024 Procedures (and Problems)
4. Board Governance, Compensation and Liability – Legal Landmines
5. Top IRS Form 990 and UBIT/UBTI Reporting Mistakes
6. Handling Operational Issues and Challenges
7. Contributions, Fundraising/Charitable Solicitations and Planned Giving
8. Ethical Considerations

Continuing Education Credit