eCourse
Answer Bar: How to Protect Your Nonprofit
Contains material from Feb 2019 to Feb 2020
Experienced some broken audio between apron min 10-20 of the 7th course.
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Session 2: Fiduciary Duties and Conflicts of Interest - An overview of the fiduciary duties imposed on directors of nonprofit corporations and trustees of charitable trusts under state law and the conflict of interest rules under state law and U.S. federal tax law.
Session 3: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
Session 4: Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks - Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions.
Session 5: Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment - Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!
Session 6: The Sky is Not Falling: Tools for Managing Risk - A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use.
Session 7: Funding and Conducting Advocacy: Flashpoints for Private Foundations - Hear the key legal considerations for private foundations that are involved in conducting or funding advocacy. These include the IRS lobbying rules, other federal and state lobbying rules, personal versus professional activities of staff, and special considerations around elections.
Session 8: UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance - UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT.
Session 9: Investigations in Today's Woke Workplace - A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.
Includes: Audio Paper Slides
Preview Sessions
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Pam Alexanderson, Juliette N. Voskanian
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Session 1
—62 mins
The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T (Feb 2020)
Learn how to determine which form is required to be filed based on your organization's structure and size, and discuss the differences and similarities between the forms to understand the requirements for filing.
Originally presented: Jan 2020 Nonprofit Organizations Fundamentals Workshop
Pam Alexanderson,
Moss Adams - Albuquerque, NM
Juliette N. Voskanian,
PwC - Philadelphia, PA
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Kathleen (Katie) Gerber
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Session 2
—61 mins
Fiduciary Duties and Conflicts of Interest (Feb 2020)
An overview of the fiduciary duties imposed on directors of nonprofit corporations and trustees of charitable trusts under state law and the conflict of interest rules under state law and U.S. federal tax law.
Originally presented: Jan 2020 Nonprofit Organizations Fundamentals Workshop
Kathleen (Katie) Gerber,
Thompson & Knight LLP - Dallas, TX
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Chelsea R. Rubin, Susan K. Staricka
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Session 3
—63 mins
Perspectives from Former Regulators on Charitable Oversight (Feb 2020)
Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
Originally presented: Jan 2020 Nonprofit Organizations Fundamentals Workshop
Chelsea R. Rubin,
Morgan, Lewis & Bockius LLP - Washington, DC
Susan K. Staricka,
Staricka Law, PLLC - Austin, TX
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Tomer Inbar, Michelle Michalowski
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Session 4
—98 mins
Violations of Chapter 42: How to Identify, Correct, and Report While Minimizing Audit Risks (Feb 2019)
Focus on the Chapter 42 excise tax regime applicable to private foundations and the strategic and compliance issues and considerations relating to identifying, managing, reporting, and correcting such transactions.
Originally presented: Jan 2019 Nonprofit Organizations Institute
Tomer Inbar,
Patterson Belknap Webb & Tyler LLP - New York, NY
Michelle Michalowski,
PwC - Washington, DC
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Jody Blazek, Nishka Chandrasoma
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Session 5
—42 mins
Navigating Self-Dealing and Conflicts of Interest in an Increasingly Interconnected Environment (Feb 2019)
Gain tools and ideas to avoid self-dealing penalties for private foundations. The code provision has some flexibility and exceptions for compensation, co-investing, and family offices, but once an impermissible deal occurs, the cash or property involved must be returned and the penalty cannot be abated. Reasonable cause concepts don’t apply!
Originally presented: Jan 2019 Nonprofit Organizations Institute
Jody Blazek,
Blazek & Vetterling - Houston, TX
Nishka Chandrasoma,
Ford Foundation - New York, NY
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Katherine Karl, Nicola Fuentes Toubia
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Session 6
—45 mins
The Sky is Not Falling: Tools for Managing Risk (Feb 2019)
A discussion on understanding, planning for, managing, and funding risk by focusing on practical tools public charities can use.
Originally presented: Jan 2019 Nonprofit Organizations Institute
Katherine Karl,
The Humane Society of the United States - Washington, DC
Nicola Fuentes Toubia,
Fuentes Toubia, PLLC - Houston, TX
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Kimberly Eney, Elizabeth Peters
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Session 7
—47 mins
Funding and Conducting Advocacy: Flashpoints for Private Foundations (Feb 2020)
Hear the key legal considerations for private foundations that are involved in conducting or funding advocacy. These include the IRS lobbying rules, other federal and state lobbying rules, personal versus professional activities of staff, and special considerations around elections.
Originally presented: Jan 2020 Nonprofit Organizations Institute
Kimberly Eney,
Latham & Watkins LLP - Washington, DC
Elizabeth Peters,
The William and Flora Hewlett Foundation - Menlo Park, CA
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Ray Bunyard, Justin J. Lowe
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Session 8
—57 mins
UBTI Therapy Session: Practical Approaches to Tax Reform and UBTI Compliance (Feb 2020)
UBIT compliance has become much more challenging post-tax reform. Focus on practical methods of addressing those challenges, including obtaining expenses and gathering other data associated with employee parking, separating UBTI into silos, and finding offsets to mitigate additional UBIT.
Originally presented: Jan 2020 Nonprofit Organizations Institute
Ray Bunyard,
Baylor Scott & White Health - Dallas, TX
Justin J. Lowe,
Ernst & Young LLP - Washington, DC
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DeDe Church
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Session 9
—59 mins
Investigations in Today's Woke Workplace (Feb 2019)
A veteran workplace investigator shares critical tips for ensuring that every complaint investigation is thorough, in good faith, and reliable in the midst of the #MeToo movement, instant social media postings, and polarizing employee relations issues.
Originally presented: Jan 2019 Nonprofit Organizations Institute
DeDe Church,
DeDe Church & Associates, LLC - Austin, TX