eCourses

eCourses are individual online courses from renowned presenters at our live conferences. Learn via audio or video, receive the supporting materials, and fulfill MCLE requirements at your convenience with the best content available!

These courses are CLE accredited in Texas and California, with some accredited in Oklahoma.

Other States
If you need credit for an eCourse in other states please read through the disclaimer before purchasing an eCourse to make sure you will be able to self-report your MCLE credit after completion of the eCourse

Results for Exempt Organizations / Nonprofits

Viewing 20 of 61 records

Higher Education Taxation Institute - Summer Series II

This series provides college and university tax professionals with important updates on federal tax issues and compliance, as well as legislative, judicial, regulatory, and administrative changes affecting colleges and universities. Part Two of the series includes: What's New in the World of Compensation and Benefits with Stephen LaGrande, Ernest and Young and A. L. (Lorry) Spitzer, Massachusetts Institute of Technology Solving the Next Rubrik's Cube: A Panel Discussion of Best Practices on Reporting UBTI in Silos on the Form 990-T and Managing Related Risks, with John R. Barrett, University of California System, Susan P. Clark, Emory University School of Law and Preston J. Quesenberry, KPMG LLP

Includes: Video Paper Slides No Materials

  • Total Credit Hours:
  • 3.00 hrs
  • Credit Info
  • TX
  • TX MCLE credit expires: 7/31/2021
  • Higher Education Taxation Institute - Summer Series II
    Not yet rated
$125   Add to Cart
Higher Education Taxation Institute - Summer Series

Session 1: Recent Developments in College and University Tax Law -  A review of recent tax law developments that affect institutions of higher education including recent tax law changes, IRS rulings and other guidance, and judicial decisions. Session 2:  Proposed Regulations on Siloing -   Session 3: Let’s Compare Notes: Tax Challenges under the New Normal -  As campuses adapt to COVID-19, new challenges arise.  Faculty, Staff, Students and TAs are working remotely, some from abroad.  Employees are facing reduced pay and benefits.  Auxiliaries are searching for new revenue.  Join a panel of campus experts as they explore novel tax issues in adapting to the “New Normal.”  Submit your questions or case studies in advance and join us for a wide-ranging discussion!

Includes: Video Paper Slides

  • Total Credit Hours:
  • 3.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2021
  • Higher Education Taxation Institute - Summer Series
    4.25 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Well done!

$125   Add to Cart
Answer Bar: New Boardmember Basics

Session 1: Governance Literacy - Governance at nonprofit organizations is often not a priority until something goes wrong. Gain practical tips to help board and staff members avoid problems, and review governance topics including fiduciary duties, governing documents, policies, procedures, and the roles of the board, officers, committees, and staff members. Session 2: Financial Statement Essentials - Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis. Session 3: 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 4: 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 5: Advising the Organization: Advanced Issues in Corporate Governance - Balancing the roles and responsibilities of the board of directors, individual board members, and staff can be an interesting exercise in corporate governance. In some cases, the individuals step out of their roles and into governance problems. Session 6: Joint Venture Governance and Business Opportunity Issues - Joint ventures are an increasingly common vehicle for combining businesses. The continuing nature of a joint venture raises unique issues regarding the governance of the joint venture and its relationship to the other businesses of the joint venture partners. Examine alternatives for joint venture governance and the extent to which the joint ventures are obligated (by law or contract) to offer "business opportunities" to the joint venture or each other. These issues are typically addressed when the joint venture documents are negotiated, but operations under even the best documents can present unforeseen issues, including some that arise as a result of subsequent case law. Session 7: GDPR and What Else Is On Our Minds: A Look at Data Protection and Cybersecurity in 2020 - Examine issues related to data privacy and security, including GDPR. Learn about the latest cybersecurity threats and trends impacting nonprofits, and actions that can be taken today in furtherance of compliance and in support of the overall data privacy and security mission. Session 8: Keeping an Eye on Privacy and Data Protection Risks - Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 7.25 hrs | 0.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2021
  • Answer Bar: New Boardmember Basics
    4.67 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$255   Add to Cart
eSupplement to the 35th Annual School Law Conference

Session 1: Advancing the Common Good in the Texas Legislative Process - Texas nonprofits of all sizes and varieties have become more active in the public forum and in the legislative process to advance their missions and the interests of their constituents. How effective are these activities and how does the “nonprofit sector” rank among the other special interest groups that occupy the policy and political landscape? Do charities, state associations and nonprofit activist groups have a special role—a special voice—in the legislative process different from other interest groups? Do “dark money” organizations reflect negatively on other nonprofit organizations? Are nonprofit entities that perform government functions prepared for the related accountability and transparency in their operations? Learn about these questions in general terms with respect to the realities of the legislative process, with specific references to legislation expected in the 2019 session as well as comments on controversies and legislative challenges to the nonprofit sector in past sessions. Session 2: Resilience: How to Survive and Thrive in a High Stress Practice - Why do some people handle stress and rebound from failure better than others? Learn about the skills and practices developed by the US Army to combat depression, fight off PTSD, and handle high stress engagements and jobs, … like being a lawyer. Session 3: Effective Client Communication Across Generational and Other Divides - Effective communication is a key predictor of career and professional success for in-house lawyers. As the corporate world becomes more diverse, client communication becomes even more challenging. Learn how to effectively communicate in this fast changing corporate environment.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.25 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • eSupplement to the 35th Annual School Law Conference
    4.52 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    The discussion on lawyer anxiety was good and on effective communication.

    I enjoyed the presentation.

    Great make up and even provided more CLE. Thank you. Really great information for the current times.

$105   Add to Cart
“Master Class” for Nonprofit Organizations: Charitable Giving and Endowments

A practical guide to some of the issues involved in structuring endowment gifts and administering institutional endowments. Gain insight on endowment gift agreements, endowment spending policies, and the documentation of endowment investment and spending decisions.  

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 1.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • “Master Class” for Nonprofit Organizations: Charitable Giving and Endowments
    4.5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    video would have been preferable to audio only.sample gift agreement would have been useful to reference.

$85   Add to Cart
“Master Class” for Nonprofit Organizations: Dissecting the Grant Agreement

Review the key components of a grant agreement, including provisions unique to private foundations, considerations for advocacy organizations, and how to structure grants to fiscal sponsors, non-charitable organizations, and individuals. Expect practical advice from the perspective of both the grantor and the grantee, a lively discussion, and sample language.

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • “Master Class” for Nonprofit Organizations: Dissecting the Grant Agreement
    4.13 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$95   Add to Cart
“Master Class” for Nonprofit Organizations: Entrepreneurship and Commerciality

Opportunities for exempt organizations to work with and through market-oriented enterprises and interventions to pursue their charitable purposes are increasing. Doing so involves a variety of factors and attention to the pros and cons of different approaches. Strategically balancing charitability, private benefit, tax considerations, structures and forms, licensing, data, decision-making, assessments, and more are among the inter-related threads that run through these approaches. Instead of hanging loosely, these threads together create a tapestry of strategic decisions and opportunities. This master class focuses on how these considerations fit together.

Includes: Audio Slides

  • Total Credit Hours:
  • 1.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • “Master Class” for Nonprofit Organizations: Entrepreneurship and Commerciality
    Not yet rated
$85   Add to Cart
“Master Class” for Nonprofit Organizations: Investment Policies and Portfolios

Discussion of how foundations and endowments should consider asset allocation, spending policy, and advisory relationships within the context of fiduciary duties and spending requirements.

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • “Master Class” for Nonprofit Organizations: Investment Policies and Portfolios
    4.42 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    sophisticated and well delivered!

$75   Add to Cart
“Master Class” for Nonprofit Organizations: Understanding Your Web Presence

What is “web presence” and why does it matter? Learn about what web presence is and isn’t, how nonprofits are using web presence to advance their missions, and how to assess your organization’s risks in this area.

Includes: Audio Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • “Master Class” for Nonprofit Organizations: Understanding Your Web Presence
    4.38 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    very precise.

$75   Add to Cart
2020 Year in Review: Recent Developments in Federal Tax Law for Tax-Exempt Organziations

Review current developments in the federal tax law concerning tax-exempt organizations, including the status of Treasury and IRS guidance regarding applicable provisions of the Tax Cuts and Jobs Act, and recently issued proposed regulations, IRS rulings, and court opinions. Learn about the Exempt Organizations Division’s FY 2020 program letter and current Priority Guidance Plan, application of the commerciality doctrine, and recent law developments concerning qualification for tax exemption, the private inurement and private benefit doctrine, legislative and political campaign activity rules, governance, public charity status, supporting organizations, private foundations, donor-advised funds, unrelated business, fundraising regulations, charitable giving, and litigation.

Includes: Audio Paper

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • 2020 Year in Review: Recent Developments in Federal Tax Law for Tax-Exempt Organziations
    4.67 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$55   Add to Cart
A Look at Data Protection and Cybersecurity for Nonprofits in 2020

 Examine issues related to data privacy and security, including GDPR. Learn about the latest cybersecurity threats and trends impacting nonprofits, and actions that can be taken today in furtherance of compliance and in support of the overall data privacy and security mission.

Includes: Audio Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • A Look at Data Protection and Cybersecurity for Nonprofits in 2020
    4.56 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    great!

$50   Add to Cart
A View of the Nonprofit Sector (2020): Tax Reform and Other Legislative Developments

The IRS and Treasury have issued preliminary guidance on several provisions of the Tax Cuts and Jobs Act of 2017 affecting exempt organizations, but both the legislation and the guidance pose many interpretive and operational challenges. Explore how, two years after the Act’s passage, organizations are responding to the preliminary guidance from the IRS and Treasury, and how implementation of the legislation may continue to progress in the coming year. Plus, hear a discussion on other key trends and legislative developments affecting tax-exempt organizations.

Includes: Audio Slides

  • Total Credit Hours:
  • 1.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • A View of the Nonprofit Sector (2020): Tax Reform and Other Legislative Developments
    4 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$65   Add to Cart
Advanced Issues in Charitability: Food, Energy and the Environment

In an increasingly complex world, charities are frequently called upon to address newer and more pressing challenges. Explore the contours and frontiers of charitability as applied to food, energy, the environment, and education—all areas where the boundaries of charitability can blur—and discuss how charities can navigate the legal landscape surrounding these topics.

Includes: Audio Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Advanced Issues in Charitability: Food, Energy and the Environment
    Not yet rated
$55   Add to Cart
Answer Bar: How to Protect Your Nonprofit

Session 1: The Forms 990: 990, 990-EZ, 990-N, 990-PF & 990-T - 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. 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

  • Total Credit Hours:
  • 8.75 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Answer Bar: How to Protect Your Nonprofit
    4.08 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Experienced some broken audio between apron min 10-20 of the 7th course.

$315   Add to Cart
Collaborations and UBIT

Session 1: Collaborations – A Broader View - As the philanthropic and charitable sector continues to explore how to leverage resources and achieve greater impact, collaboration continues to be an important tool. Many funders have deep experience with funder collaboratives, while others are experimenting with a broader menu of collaboration options. Identify a variety of collaboration models and introduce issues to consider. Session 2: 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.

Includes: Audio Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Collaborations and UBIT
    3.5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$95   Add to Cart
Disqualified Persons and Qualifying Distribution

Session 1: Disqualified Person Are (Often) Challenging - Explore the Chapter 42 excise tax regime applicable to private foundations and the key role disqualified persons play in exposure to self-dealing and excess business holdings. Consider the basics in mapping disqualifying persons as well as best practices for managing compliance and risks.    Session 2: Rethinking / Revisiting Qualifying Distributions - How are different sized and different types of private foundations thinking about and planning to meet minimum distribution requirements in a potentially low return environment? Examine the impact of volatile markets, and the increased needs from grantees on foundations. How do the competing interests intersect and impact the foundation’s life plans if there is a perpetuity plan? What counts as a qualifying distribution when private foundations collaborate to co-fund projects by pooling resources and other interesting qualifying distribution questions?  

Includes: Audio Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Disqualified Persons and Qualifying Distribution
    Not yet rated
$75   Add to Cart
Donor Advised Funds: Issues, Challenges, Opportunities?

Donor Advised Funds (DAF), have become go-to vehicles for philanthropy. Moving beyond the “charitable checkbook,” they are increasingly being used as part of innovative charitable giving strategies, for multi-entity/multi-funder initiatives, and to align grants and investments geared to catalyze and mobilize capital for good. Explore issues and considerations, both legal and practical, implicated by complex DAF transactions and relationships, including contributions of illiquid (or less liquid) assets, the growing interest in impact investing, and donor roles and involvement and ongoing positive and negative perception of DAFs.

Includes: Audio Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Donor Advised Funds: Issues, Challenges, Opportunities?
    3.25 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$50   Add to Cart
Effective Grantmaking and Corporate Foundation

Session 1: Better Grantmaking: Balancing Risk and Equity - How do we create a grantmaking process that manages risk without becoming overly burdensome for our grantees? What kind of process do we create when we use an equity lens? And how do we balance the two? This session will focus on issues including identifying and managing risk, simplifying the process for your (program staff and) grantees while maintaining the necessary level of compliance and ensuring there is a good internal process to deal with the unexpected. Think that’s impossible? Come learn practical ways to make that happen. Session 2: Corporate Foundations: Strategies to Make Them Work - Both For You and With You - In addition to focusing on the pros and cons of forming a corporate foundation, examine what strategies and factors corporate foundations consider when identifying which nonprofits to support.  

Includes: Audio Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Effective Grantmaking and Corporate Foundation
    Not yet rated
$95   Add to Cart
Election Year Issues Facing Public Charities

Session 1: What You Need to Know to Get Through the 2020 Election - Gain insight on how to help your 501(c)(3) continue to pursue its mission without violating the prohibition against political campaign intervention in the upcoming elections. Ongoing issue advocacy, voter activation efforts, social media communications, personal political activity by board and staff members – all are possible, but present potential pitfalls that you need to know how to avoid. Session 2: Multi-organization Structures for Advocacy: 501(c)(3)s, 501(c)(4)s, PACs, etc. - Achieving your policy and political goals might require using different types of organizations – a 501(c)(3) educational arm, a 501(c)(4) to engage in more lobbying and political activity, state or federal (or both) super PAC or hard-money political committees, and maybe more. This session will help you structure a multifaceted advocacy program that complies with tax law and campaign finance law.

Includes: Audio Paper

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Election Year Issues Facing Public Charities
    4.13 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    I wish they would have covered churches specifically.

$75   Add to Cart
Employee Issues for Nonprofit Organizations

Session 1: Advanced Compensation and Benefits Issues - When a nonprofit organization receives services from an individual who is employed by a related organization, whether nonprofit or for-profit, it can be complicated to determine the applicable employment tax requirements and the permissible benefits arrangements. Adding to the complexity is the new section 4960 excise tax which applies when a nonprofit tax-exempt organization pays over $1 million in annual compensation. Review the current state of guidance on section 4960 as well as complex employment tax and benefits issues associated with shared employment, including common paymasters, reporting agents, and FUTA. Session 2: Avoiding Labor Pains - Hear hot topics addressing compliance with employment laws such as trends in leave policies, LGBTQUI rights, telecommuting and post-FMLA leave accommodations, legalized marijuana and drug screens, recently effective wage and hour regulations, and more.

Includes: Audio Paper Slides

  • Total Credit Hours:
  • 1.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Employee Issues for Nonprofit Organizations
    4.5 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    excellent and detailed.

$85   Add to Cart

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