Exempt Organizations / Nonprofits

Nonprofit Organizations Fundamentals Workshop

Austin – Jan 22, 2020 – Four Seasons Hotel

The 2020 Nonprofit Organizations Fundamentals 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—the Forms 990, financial statements, fiduciary duties and conflicts of interest, and ex-regulators’ perspectives on charitable oversight. Plus, this year's Lobbying and Political Campaign Workshops, as well as the IRS Audit Workshops, provide multiple small-group opportunities to walk through practical tips and advice, and to ask questions of experts and colleagues.  Continue on for the Nonprofit Organizations Institute for two full days of nationally recognized experts from private foundations, public charities, law, finance and government discussing the latest tax, legislative and governance issues affecting nonprofit organizations. more »

Total Credit Hours:

4.00    Credit Info

Specializations:

Estate Planning and Probate Law

Tax Law

Nonprofit Organizations Institute

Austin – Jan 23-24, 2020 – Four Seasons Hotel

Don’t miss the 37th 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:  A View of the Sector with an overview of the latest legislative and regulatory developments A panel of state Attorneys General on the current state of enforcement, top priorities and other oversight considerations. Election year issues for public charities Private foundation compliance and taxable expenditures Disqualified persons and qualifying distributions Donor advised funds and UBIT Effective grantmaking processes and corporate foundations Impact investing and issues in charitability Ethical Issues for the Nonprofit Organizations Advisor with 1.00 hour of Ethics. Five small-group “Master Classes” for a deeper dive on key topics: Dissecting the Grant Agreement; Charitable Giving and Endowments; Entrepreneurship and Commerciality; Understanding Your Web Presence; and Investment Policies and Portfolios. Plus, hear 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 Fundamentals 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 practical tips and advice, and to ask questions of experts and colleagues. more »

Total Credit Hours:

15.50 | 1.00 ethics    Credit Info

Specializations:

Estate Planning and Probate Law

Tax Law

Higher Education Taxation Institute

Austin – May 31 - Jun 2, 2020 – AT&T Conference Center