Nonprofit Law

4.55

Nonprofit Mergers and Dissolution

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 58 minutes
Willard Boyd
Michael de Freitas
With Willard L. Boyd III from Nyemaster Goode, P.C. + 1 other
Recorded October 28, 2024
Product ID 99157

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Overview

Pave the Way to Nonprofit Strategic Alliances and Dissolutions

In today's dynamic nonprofit landscape, organizations often face the need to adapt and evolve to better serve their missions. This focused course delves into the legal, financial, and strategic considerations surrounding nonprofit mergers and dissolutions, equipping participants with the knowledge and tools necessary to navigate these complex processes effectively. Register today!

  • Develop a strategic approach to evaluating and pursuing nonprofit mergers and joint ventures.
  • Explore the critical components of a merger agreement for a successful integration.
  • Navigate the legal and practical aspects of dissolving a nonprofit organization with confidence.
  • Ensure tax compliance during and after the merger.

Abbreviated Agenda

  1. Weighing the Need and Path of Consolidation or Alliance
  2. Structuring the Merger Agreement
  3. Dissolving Organization Perspective
  4. Tax Considerations

Related Topics

Product ID 99157

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Weighing the Need and Path of Consolidation or Alliance

    1. Assessing the Rationale for Mergers, Acquisitions, or Strategic Alliances
    2. Evaluating the Strengths, Weaknesses, and Compatibility of Potential Partners
    3. Exploring the Benefits and Challenges of Consolidation or Collaboration
    4. Types of Strategic Alliances 

  2. Structuring the Merger Agreement

    1. The Legal Framework and Due Diligence Requirements
    2. Negotiating Key Terms and Conditions of the Merger Agreement
    3. Common Mistakes in Agreement Language (With Sample Provisions)

  3. Dissolving Organization Perspective

  4. Tax Considerations

    1. Exploring Tax Implications of Mergers and Acquisitions
    2. Navigating Unrelated Business Income Tax (UBIT) and Charitable Deductions
    3. Ensuring Compliance With Federal and State Tax Regulations

Who Should Attend

This legal course is designed for attorneys. Accountants and paralegals will also benefit.

Speakers

Willard L Boyd III
Willard L.
Boyd, III
Nyemaster Goode, P.C.
Michael A de Freitas
Michael A.
de Freitas
William C. Moran & Associates, P.C.
Speaker bio
Willard L Boyd III

Willard L. Boyd, III

Nyemaster Goode, P.C.
Willard Boyd

is an attorney and shareholder in the business, banking, and corporate department of the law firm of Nyemaster Goode, P.C. He has written and lectured on corporate law issues to various professional groups. Mr. Boyd is co-editor of Guidebook for Directors of Nonprofit Corporations (3rd ed., American Bar Association). He is past chair of the Nonprofit Organizations Committee of the American Bar Association's Business Law Section, and served on the Iowa State Bar Association's Drafting committees for the Revised Iowa Nonprofit Corporation Act, Uniform Prudent Management of Institutional Funds Act, and Revised Uniform Unincorporated Nonprofit Associations Act. Mr. Boyd earned his B.A. degree, with high honors, from the University of Michigan; and his J.D. degree, with distinction, from the University of Iowa. He is licensed in Iowa, Minnesota, Missouri, and the District of Columbia.

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Speaker bio
Michael A de Freitas

Michael A. de Freitas

William C. Moran & Associates, P.C.
Michael de Freitas

is an attorney with William C. Moran & Associates, P.C. in Buffalo, New York, where he represents not-for-profit organizations throughout the state in matters of corporate, contract, real estate, tax exemption, and other regulatory law. Mr. de Freitas has served on and chaired non-profit boards of directors. As a member of the New York State Bar Association, he has chaired the Business Law Section, Legislative Affairs Committee, and served on non-profit continuing education panels. He earned his B.A. degree from College of the Holy Cross and his J.D. degree from Cornell Law School.

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