Includes light refreshments.
An overview of governance issues common with nonprofit organizations, including fiduciary duties of officers and directors.
Jeffrey T. McClean,
Fizer, Beck, Webster, Bentley & Scroggins - Houston, TX
The basics of applying for tax-exemption from the IRS, including practical tips to make the process smoother, the types of filings that may be made with the IRS regarding obtaining and maintaining exemption, working with the IRS in Cincinnati TE/GE and with the IRS National Office, along with annual reporting requirements and automatic revocation.
EY - Cincinnati, OH
A broad look at some of the fundamental principles that govern charitable tax-exempt organizations, including organizational and operational tests, private inurement/benefit issues, lobbying/political activities, UBIT and the IRS view on governance.
Michaela J. Cromar,
Sanford, Baumeister & Frazier, LLP - Fort Worth, TX
Overview of key issues and risks commonly encountered by private foundations and private foundation managers, with an examination of the private foundation excise tax rules from the Internal Revenue Code Sections 4940 through 4945 and a discussion of ways to avoid some of the most common causes for excise tax issues.
EY - Phoenix, AZ
Examination of legal issues common across the broad spectrum of public charities with special attention given to organizational and qualification concerns for the various categories of public charities, common legal matters arising in the context of operations, tax compliance issues including excess benefit transactions and intermediate sanctions, fundraising for the organization including the use of fiscal sponsor relationships, and use of affiliated and subsidiary entities.
Darren B. Moore,
Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
Join us for a networking opportunity with faculty and colleagues.
98 San Jacinto Boulevard
Accommodations$235.00 good through Dec 16, 2013 (subject to availability)
Reserving your room online? Please use the following corporate/promo code: UTCL0115.
Please note: online reservations can only be accepted for conference related room nights (January 15-17, 2014). Please contact the Four Seasons Hotel Reservations Department directly at 512.685.8100 if you’d like to extend your stay.
Parking InformationLimited self-parking $12 day of event
Valet parking $16 daily and $32.50 overnight
(subject to change)