eConference

2024 Nonprofit Organizations Fundamentals eConference

Contains material from Apr 2024

2024 Nonprofit Organizations Fundamentals eConference
4.41 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 good refresher on basic principles

Nice conversational tone by presenters.

Technical Questions?
512.475.6700
service@utcle.org



The 2024 Nonprofit Organizations Fundamentals is the perfect overview for new entrants and seasoned practitioners in the field, with focused attention on core issues for both private foundations and charitable organizations.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00
  • Credit Info
  • TX, CA, PA
  • Specialization: Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 3/31/2025

Preview mode. You must be signed in, have purchased this eConference, and the eConference must be active to have full access.
Preview Sessions
Credit

Show session details

1. Setting Up a Nonprofit: State Law and Organizational Issues and Considerations (Apr 2024)

Harrison M. Smith, Elaine Sommerville

1.00 0.00 0.00 1.00
Preview Materials

Download session materials for offline use

(mp4)
64 mins
(mp3)
64 mins
(pdf)
9 pgs
(pdf)
10 pgs
Session 1 —64 mins
1.00
Setting Up a Nonprofit: State Law and Organizational Issues and Considerations (Apr 2024)

Establishing a solid legal and tax foundation is essential for nonprofits. This presentation addresses how to prevent organizational building blocks from becoming missional roadblocks.

Originally presented: Feb 2024 Nonprofit Organizations Fundamentals

Harrison M. Smith, HMS Law - North Richland Hills, TX
Elaine Sommerville, Sommerville & Associates, P.C. - Arlington, TX

Show session details

2. Applying for and Maintaining Tax-Exempt Status (Apr 2024)

Michaela J. Cromar, Katherine E. David

1.00 0.00 0.00 1.00
Preview Materials

Download session materials for offline use

(mp4)
60 mins
(mp3)
60 mins
(pdf)
19 pgs
Session 2 —60 mins
1.00
Applying for and Maintaining Tax-Exempt Status (Apr 2024)

Hear what you need to know to become tax exempt and to stay that way.

Originally presented: Feb 2024 Nonprofit Organizations Fundamentals

Michaela J. Cromar, CliftonLarsonAllen LLP - Fort Worth, TX
Katherine E. David, Steptoe & Johnson PLLC - San Antonio, Texas

Show session details

3. The Form 990 Series (Apr 2024)

Barbara Murphy, Genevra Williams

1.00 0.00 0.00 1.00
Preview Materials

Download session materials for offline use

(mp4)
59 mins
(mp3)
59 mins
(pdf)
25 pgs
Session 3 —59 mins
1.00
The Form 990 Series (Apr 2024)

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

Originally presented: Feb 2024 Nonprofit Organizations Fundamentals

Barbara Murphy, Blazek & Vetterling - Houston, TX
Genevra Williams, Mendrygal Law, PLLC - Dallas, TX

Show session details

4. When Things Don’t Work Out: Combining, Winding Down and Dissolution Issues (Apr 2024)

Pam Alexanderson, Nykolas McKissic

1.00 0.00 0.00 1.00
Preview Materials

Download session materials for offline use

(mp4)
58 mins
(mp3)
57 mins
(pdf)
11 pgs
Session 4 —58 mins
1.00
When Things Don’t Work Out: Combining, Winding Down and Dissolution Issues (Apr 2024)

This session discusses the legal and accounting implications that one should consider when a tax-exempt nonprofit corporation decides to merge with another non-profit, dissolve or undertake other formation changes. When a significant change in formation and/or structure occurs, public charities and private foundations will need to follow steps to execute the change in a legal, efficient, and beneficial manner, and this session discusses these steps so you and your organization are prepared should you decide to pursue a significant change in formation and/or structure.

Originally presented: Feb 2024 Nonprofit Organizations Fundamentals

Pam Alexanderson, Moss Adams - Albuquerque, NM
Nykolas McKissic, Holland & Knight LLP - Dallas, TX