Very good refresher on basic principles
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$325 Add to Cart
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 Sessions
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Harrison M. Smith, Elaine Sommerville
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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
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Michaela J. Cromar, Katherine E. David
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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
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Barbara Murphy, Genevra Williams
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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
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Pam Alexanderson, Nykolas McKissic
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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