eConference
2017 Nonprofit Organizations Compliance and Internal Review eConference
Contains material from Jan 2017
2017 Nonprofit Organizations Compliance and Internal Review eConference
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The 2017 Nonprofit Organizations Compliance and Internal Review eConference is the perfect overview for new entrants and seasoned practitioners in the field. The program provides focused attention on key compliance issues for both private foundations and charitable organizations, plus practical walk-throughs of an IRS audit and an Attorney General Investigation. It also offers an opportunity to hear discussions about key forms and governing documents—Form 1023 and Forms 990 and 990-PF—.
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1.
The Public Charity Life Cycle: A Compliance Overview (Jan 2017)
Edward T. Chaney
1.00
0.00
0.00
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Session 1
—60 mins
The Public Charity Life Cycle: A Compliance Overview (Jan 2017)
Walk through key compliance issues that typically occur during the lifecycle of a public charity, including organizational matters, operational restrictions, funding and public support considerations, UBIT, 990 filings, and upon merger or dissolution.
Originally presented: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop
Edward T. Chaney,
Schell Bray PLLC - Chapel Hill, NC
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2.
The Private Foundation Life Cycle: A Compliance Overview (Jan 2017)
Jeffrey T. McClean
1.00
0.00
0.00
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Session 2
—58 mins
The Private Foundation Life Cycle: A Compliance Overview (Jan 2017)
Hear a general overview of the lifecycle of a private foundation, including organizational matters, operational issues, Chapter 42 excise taxes, grant making issues, and dissolution.
Originally presented: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop
Jeffrey T. McClean,
Wells Fargo Bank - Houston, TX
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3.
Form 1023 Workshop (Jan 2017)
Megan C. Sanders
1.00
0.00
0.00
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Session 3
—60 mins
Form 1023 Workshop (Jan 2017)
Walk through Form 1023—qualifications, filing guidelines, how your policies and governing documents translate into the 1023, and how the 1023 serves as a “living document” for your organization after filing. Space is limited.
Originally presented: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop
Megan C. Sanders,
Bourland, Wall & Wenzel, P.C. - Fort Worth, TX
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4.
Form 990 Workshop (Jan 2017)
Michaela J. Cromar
1.00
0.00
0.00
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Session 4
—62 mins
Form 990 Workshop (Jan 2017)
Walk through Form 990—tips for filling out key sections, policies, financials, compensation, etc. Space is limited.
Originally presented: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop
Michaela J. Cromar,
CliftonLarsonAllen LLP - Fort Worth, TX
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5.
Anatomy of an IRS Audit of a Public Charity (Jan 2017)
Jennifer L. Franklin
0.75
0.00
0.00
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Session 5
—50 mins
Anatomy of an IRS Audit of a Public Charity (Jan 2017)
Follow the flow of an IRS audit of a public charity, including key terms and considerations, the IDR process, hot topics and how to deal with an IRS agent.
Originally presented: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop
Jennifer L. Franklin,
Simpson Thacher & Bartlett LLP - New York, NY
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6.
Anatomy of an IRS Audit for Private Foundations (Jan 2017)
Kimberly M. Eney
0.75
0.00
0.00
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Session 6
—48 mins
Anatomy of an IRS Audit for Private Foundations (Jan 2017)
Follow the flow of an IRS audit of a private foundation, including key terms and considerations, the IDR process, hot topics and how to deal with an IRS agent.
Originally presented: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop
Kimberly M. Eney,
Morgan, Lewis & Bockius LLP - Washington, DC
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7.
Anatomy of an Attorney General Investigation (Jan 2017)
David M. Rosenberg, Susan K. Staricka, C. Andrew Weber
1.00
0.25
0.00
Session 7
—57 mins
Anatomy of an Attorney General Investigation (Jan 2017)
Explore the various aspects of an investigation of a charitable organization by the Texas Attorney General’s Office. Learn how and why an investigation may be initiated, what to anticipate as part of the investigative process, the potential consequences of an investigation, and best practices for dealing with an investigation.
Originally presented: Jan 2017 Nonprofit Organizations Compliance and Internal Review Workshop
David M. Rosenberg,
Thompson & Knight LLP - Dallas, TX
Susan K. Staricka,
Office of the Attorney General - Austin, TX
C. Andrew Weber,
Kelly Hart & Hallman LLP - Austin, TX