eCourse
Fundamentals for Public Charities: Compliance and Operations, Charitable Solicitation Rules, and IRS Audits
Contains material from Mar 2023
This was very interesting in that the focus was mainly on tax law issues, vs operational issues for NPO's
Technical Questions?
512.475.6700
service@utcle.org
- System Test
-
$145 Add to Cart
Session 2: Charitable Solicitation Regulation for Public Charities - An overview of the regulatory framework governing charitable fundraising, including the types of activities that are regulated, state registration and reporting requirements, fundraising contracts, and solicitation disclosures. Examine how charitable solicitation activities on the internet are being regulated.
Session 3: IRS Audits for Public Charities - Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 3.00
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 3/31/2025
Preview Sessions
Show session details
Michaela J. Cromar, Doug Jones
Download session materials for offline use
Session 1
—60 mins
1.00
Public Charities: Compliance and Operational Framework for Maintaining Tax Exempt Status (Mar 2023)
A discussion of what it takes to be tax exempt and to stay that way.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Michaela J. Cromar,
CliftonLarsonAllen LLP - Fort Worth, TX
Doug Jones,
Husch Blackwell LLP - Austin, TX
Show session details
Daniel Buchner, Karen I. Wu
Download session materials for offline use
Session 2
—60 mins
1.00
Charitable Solicitation Regulation for Public Charities (Mar 2023)
An overview of the regulatory framework governing charitable fundraising, including the types of activities that are regulated, state registration and reporting requirements, fundraising contracts, and solicitation disclosures. Examine how charitable solicitation activities on the internet are being regulated.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Daniel Buchner,
World Wildlife Fund - Washington, DC
Karen I. Wu,
Perlman & Perlman, LLP - Washington, DC
Show session details
Katy Brown, R. Bradley Fletcher
Download session materials for offline use
Session 3
—61 mins
1.00
IRS Audits for Public Charities (Mar 2023)
Audit preparedness should be at the center of any good compliance regime for a Section 501(c)(3) public charity, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Katy Brown,
Armanino LLP - San Francisco, CA
R. Bradley Fletcher,
Steptoe & Johnson PLLC - Dallas, TX