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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
- Private Benefit/Inurement
- Political Campaign Activity and/or Excessive Lobbying
- Unrelated Business Income (UBI)
- Annual Report Mistakes (Form 990 Series)
- Operating Outside Stated Exempt Purpose
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 08-04-2027 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 08-04-2027 |
| California CLE |
|
1 Total | 08-04-2027 |
| Colorado CLE |
|
1 Total | 12-31-2027 |
| Connecticut CLE |
|
1 Total | 08-04-2027 |
| Delaware CLE |
|
1 Total | 08-04-2027 |
| Florida CLE |
|
1 Total | 02-28-2027 |
| Georgia CLE |
|
1 Total | 12-31-2026 |
| Hawaii CLE |
|
1 Total | 08-04-2027 |
| Iowa CLE |
|
1 Total | 08-04-2026 |
| Idaho CLE |
|
1 Total | 08-04-2030 |
| Illinois CLE |
|
1 Total | 08-03-2027 |
| Indiana CLE |
|
1 Total | 08-04-2026 |
| Kansas CLE |
|
1 Total | 08-03-2026 |
| Kentucky CLE |
|
1 Total | 06-30-2026 |
| Louisiana CLE |
|
1 Total | 08-04-2026 |
| Maine CLE |
|
1 Total | 08-03-2027 |
| Minnesota CLE |
|
1 Total | 08-04-2027 |
| Missouri CLE |
|
1.2 Total | 08-04-2027 |
| Northern Mariana Islands CLE |
|
1 Total | 08-04-2027 |
| Mississippi CLE |
|
1 Total | 07-31-2026 |
| Montana CLE |
|
1 Total | 08-04-2028 |
| North Dakota CLE |
|
1 Total | 08-04-2028 |
| Nebraska CLE |
|
1 Total | 08-04-2027 |
| New Hampshire CLE |
|
1 Total | 08-04-2028 |
| New Mexico CLE |
|
1 Total | 08-04-2027 |
| Nevada CLE |
|
1 Total | 08-04-2028 |
| New York CLE |
|
1 Total | 08-04-2028 |
| Oklahoma CLE |
|
1 Total | 08-04-2027 |
| Oregon CLE |
|
1 Total | 08-04-2028 |
| Pennsylvania CLE |
|
1 Total | 08-04-2027 |
| Rhode Island CLE |
|
1 Total | 06-30-2026 |
| Tennessee CLE |
|
1 Total | 08-03-2027 |
| Texas CLE |
|
1 Total | 07-31-2026 |
| Vermont CLE |
|
1 Total | 08-04-2027 |
| Washington CLE |
|
1 Total | 08-03-2030 |
| Wisconsin CLE |
|
1 Total | 12-31-2026 |
| West Virginia CLE |
|
1.2 Total | 08-04-2027 |
| Wyoming CLE |
|
1 Total |
Select Jurisdiction
CLE
Agenda
-
Simple Ways to Lose Tax-Exempt Status (and What to Do to Restore It)
- Private Benefit/Inurement
- Political Campaign Activity and/or Excessive Lobbying
- Unrelated Business Income (UBI)
- Annual Report Mistakes (Form 990 Series)
- 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
Speaker bio
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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