Exempt Organizations / Nonprofits

Nonprofit Organizations Back to Basics Workshop

Austin – Jan 16, 2019 – Four Seasons Hotel

The 2019 Nonprofit Organizations Back to Basics Workshop 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—exemption fundamentals, grantmaking and grantseeking, revenue generating activities, and impact investing. Plus, this year's Form 990-PF and Form 990 Workshops provide multiple small-group opportunities to walk through tips for filling out key sections, policies, financials, compensation, etc., and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of leading nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations. more »

Nonprofit Organizations Institute

Austin – Jan 17-18, 2019 – Four Seasons Hotel

Don’t miss the 36th Annual Nonprofit Organizations Institute featuring nationally recognized experts from private foundations, public charities, law, finance, and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations.   The Institute offers in-depth discussion on the issues most relevant to your organization or practice, with two days of presentations, targeted tracks, and opportunities to attend small-group "master classes" for a deeper dive on key topics, including:  An overview of the latest legislative and regulatory developments, including Revisiting Tax Reform and Its Aftermath. Issues in Fundraising, Restricted Gifts, and Endowments. Managing Investment Portfolio. Social Impact Bonds, as well as Entrepreneurial Activities Risk Management for both Private Foundations and Public Charities. Data Protection and Privacy Compliance for Nonprofits. Joint Ventures and Complex Organizational Structures. Top Compliance Issues for Private Foundations and Public Charities. Dealing with Investigations in Today's "Woke" Workplace, with 1.00 hour of Ethics on identifying and mitigating employment risks. Four small-group “Master Classes” for a deeper dive on key topics: Violation of Chapter 42; Developing a Prudent Investment Portfolio; Anatomy of a Grant Agreement; and UBI.  Plus, hear the outlook for the upcoming Texas legislative session, as well as the Year in Review with Bruce R. Hopkins on current developments in federal legislation, IRS rulings, and court opinions. Network with program faculty and attendees at the Wednesday and Thursday Evening Receptions; and earn CLE credit, CPE credit (NASBA), and CFP credit. Come a day early for the Nonprofit Organizations Back to Basics Workshop—a perfect overview for new entrants and seasoned practitioners in the field. The Workshop provides focused attention on core issues for both private foundations and charitable organizations, as well as multiple small-group opportunities to walk through Forms 990-PF and 990, and ask questions of experts and colleagues. more »

Higher Education Taxation Essentials

Austin – Jun 2, 2019 – AT&T Conference Center

Higher Education Taxation Institute

Austin – Jun 3-4, 2019 – AT&T Conference Center