Nonprofit Law

4.56

Simple Ways to Lose Tax-Exempt Status (and What to Do to Restore It)

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
OnDemand
58 minutes
Justin Fromke
With Justin Fromke from Charitable Allies
Recorded August 04, 2025.
Product ID 100702

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Overview

Steer Clients to Safe Harbors and Protect Their Tax-Exempt Status

It's crucial for nonprofit organizations to maintain their tax-exempt status to continue their vital work. Yet simple mistakes can risk it all. What can you do, then, to help your client organizations avert and cure dangerous practices? This fast-paced legal guide will go over the most common pitfalls tax-exempt organizations face and offer practical solutions you can put to use right away. Don't get caught unprepared - register today!

  • Address allegations of unreasonably high salaries and self-dealing contracts.
  • Avoid appearance of endorsing or opposing candidates for public office.
  • Identify the point at which lobbying becomes a substantial part of the organization's activities.
  • Shape impeccable practices when it comes to unrelated business income (UBI) reporting.

Abbreviated Agenda

  1. Private Benefit/Inurement
  2. Political Campaign Activity and/or Excessive Lobbying
  3. Unrelated Business Income (UBI)
  4. Annual Report Mistakes (Form 990 Series)
  5. Operating Outside Stated Exempt Purpose
Product ID 100702

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Simple Ways to Lose Tax-Exempt Status (and What to Do to Restore It)

    1. Private Benefit/Inurement
    2. Political Campaign Activity and/or Excessive Lobbying
    3. Unrelated Business Income (UBI)
    4. Annual Report Mistakes (Form 990 Series)
    5. Operating Outside Stated Exempt Purpose

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, nonprofit directors, and paralegals will also benefit.

Speakers

Justin Fromke
Justin
Fromke
Charitable Allies
Speaker bio
Justin Fromke

Justin Fromke

Charitable Allies
Justin Fromke

is an attorney at Charitable Allies, a law firm dedicated to serving nonprofit organizations. Since joining the office as an attorney in August 2024, and following two years as a legal intern, he has advised a wide range of tax-exempt entities on matters including formation, governance, IRS compliance, and other matters of nonprofit and tax law. Mr. Fromke earned his J.D. degree from the Indiana University Maurer School of Law, graduating in May 2024. He is committed to helping mission-driven organizations navigate complex legal issues so they can focus on making a positive impact.

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