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eConference

2026 Nonprofit Organizations Essentials eConference (audio only)

Contains material from Feb 2026
2026 Nonprofit Organizations Essentials eConference (audio only)
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The 2026 Nonprofit Organizations Essentials program is the perfect overview for new entrants and seasoned practitioners alike, with focused attention on core concerns and strategies for both private foundations and charitable organizations. 

Includes: Audio Transcript Paper Slides

  • Total Credit Hours:
  • 4.00
  • Credit Info
  • TX, CA, OK, PA
  • TX MCLE credit expires: 2/28/2027
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Sessions

Credit
1. Decision Points and Strategies in the Formation and Tax-Exemption of New Entities (Feb 2026)

Neely D. Duncan, Nykolas McKissic

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Slides (pdf) – 29 pgs

Session 1 —59 mins 1.00

Decision Points and Strategies in the Formation and Tax-Exemption of New Entities (Feb 2026)

Learn more about the strategies and decisions points that should be considered when establishing a new tax-exempt organization. Specifically, explore what organizations need to know to qualify for recognition of tax-exempt status under Section 501(c)(3) of the Internal Revenue Code, including an overview of the application process, the different bases for obtaining exemption, and the different types of tax-exempt organizations from an attorney and accountant perspective. Also, gain insight into the different types of entities that can be used to carry out exempt activities and the factors that should be considered when selecting among them.

Originally presented: Jan 2026 Nonprofit Organizations Essentials

Neely D. Duncan, Forvis Mazars, LLP - Dallas, TX
Nykolas McKissic, Holland & Knight LLP - Dallas, TX

2. Compliance and Operational Considerations for Maintaining Tax-Exempt Status (Feb 2026)

Ryan Mayor, Hamish Nieh

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Slides (pdf) – 32 pgs

Session 2 —61 mins 1.00

Compliance and Operational Considerations for Maintaining Tax-Exempt Status (Feb 2026)

This presentation explores several key, general compliance requirements in connection with maintaining (after already having initially obtained) tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. More specifically and time permitting, the conversation touches upon recurring filings, the operational test, unrelated business income, private benefit, private inurement, and more.

Originally presented: Jan 2026 Nonprofit Organizations Essentials

Ryan Mayor, Ernst & Young LLP - Dallas, TX
Hamish Nieh, Fizer Beck - Houston, TX

3. Form 990 & Form 990-PF - Unlocking the Mysteries (Feb 2026)

Elaine Sommerville, Genevra Williams

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Slides (pdf) – 56 pgs

Session 3 —60 mins 1.00

Form 990 & Form 990-PF - Unlocking the Mysteries (Feb 2026)

This session covers the fundamentals of the Form 990 and Form 990-PF, with an emphasis on the essential information that every director, officer, fundraiser, and staff member must understand. Learn how these information returns are simultaneously a public relations tool for potential donors and a compliance roadmap, both internally (for staff) and externally (for regulators).

Originally presented: Jan 2026 Nonprofit Organizations Essentials

Elaine Sommerville, Sommerville & Associates, P.C. - Arlington, TX
Genevra Williams, Mendrygal Law, PLLC - Dallas, TX

4. IRS and AG Oversight (Feb 2026)

Kurt Coburn, Susan K. Staricka

1.00 0.00 0.00 1.00
Downloadable Materials
Transcript (txt)
Paper (pdf) – 242 pgs
Slides (pdf) – 40 pgs

Session 4 —55 mins 1.00

IRS and AG Oversight (Feb 2026)

Laws at the heart of regulatory oversight and authority over nonprofit organizations by the IRS and states’ attorneys general remain substantially the same. Hear a practical discussion of the authority of regulators to exercise oversight, with exemplar cases. Have things changed or not?

Originally presented: Jan 2026 Nonprofit Organizations Essentials

Kurt Coburn, Blazek & Vetterling - Houston, TX
Susan K. Staricka, Staricka Law, PLLC - Austin, TX