Nonprofit Law

4.0

"Sleigh" Your Year-End Tasks: Nonprofit Compliance Checklist (Including Form 990 Updates)

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 56 minutes
Farah Ansari
Michelle Huhnke
Brandon O
With Farah N. Ansari from Schenck Price Smith & King, LLP + 2 others
Recorded December 09, 2024
Product ID 99460

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Overview

Ending the Year on the Right Note

This year's end review is sure to be a winter wonderland of legal knowledge! We'll be decking the halls with discussions of important cases, trends, and best practices to keep your nonprofit jolly and compliant all season long. Get in the holiday spirit while you learn - register today!

  • Protect exempt organizations from compliance risks and advise on annual reports' best practices.
  • Get current updates on the rules and trends shaping nonprofits today.
  • Ensure clients' filings are defensible if they wind up as targets of audits and compliance checks.
  • Learn common hidden pitfalls lurking in Form 990 right now.
  • Get practical advice for handling UBIT and other problem areas.

Abbreviated Agenda

  1. 2024 Gift Wrapped: The Year's Legal Landscape Affecting Nonprofits
  2. End-of-Year Legal Entity Compliance: Ensure Your Nonprofit is Mistletoe-Ready
  3. IRS Form 990 Updates: Staying Off the Naughty List
  4. Annual Impact and Financial Reports: Spreading Peace and Joy
  5. Licenses and Contracts Review: Out With the Old, In With the New
  6. Governance and Policies Review: Making Sure They're Sparkling for the New Year
  7. Legal Ethics of Nonprofit Practice

Related Topics

Product ID 99460

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. 2024 Gift Wrapped: The Year's Legal Landscape Affecting Nonprofits

  2. End-of-Year Legal Entity Compliance: Ensure Your Nonprofit is Mistletoe-Ready

  3. IRS Form 990 Updates: Staying Off the Naughty List

    1. Updated Forms and Online Filing Process
    2. Audits and Compliance Checks
    3. Top Pitfalls With Form 990
    4. Accurately Reporting Revenues and Expenses
    5. Handling UBTI, Compensation, and Other Danger Areas

  4. Annual Impact and Financial Reports: Spreading Peace and Joy

  5. Licenses and Contracts Review: Out With the Old, In With the New

  6. Governance and Policies Review: Making Sure They're Sparkling for the New Year

  7. Legal Ethics of Nonprofit Practice

    1. Duty of Diligence in the Context of Protecting Tax-Exempt Status
    2. Data Security Considerations
    3. Multiple Representation Issues: Who is the Client?
    4. Keeping Clients Informed
    5. Confidentiality Across Levels of an Organization
    6. Confidentiality vs. Disclosure to the IRS
    7. Self-Dealing and Excessive Compensation

Who Should Attend

This program is designed for attorneys. Accountants and paralegals will also benefit from this course.

Speakers

Farah N Ansari
Farah N.
Ansari
Schenck Price Smith & King, LLP
Michelle M Huhnke
Michelle M.
Huhnke
Raines Feldman Littrell LLP
Brandon G O'Bryon
Brandon G.
O'Bryon
O'Bryon Law Firm, LLC
Speaker bio
Farah N Ansari

Farah N. Ansari

Schenck Price Smith & King, LLP
Farah Ansari

is a partner with Schenck, Price, Smith & King, LLP where she is co-chair of the nonprofit practice group and a member of the tax planning practice group. She acts as outside counsel to nonprofits and possesses significant experience counseling nonprofit organizations including charities, foundations, educational organizations, arts organizations, religious organizations, hospitals and other tax-exempt organizations in both New York and New Jersey. Ms. Ansari's practice includes counseling on issues relating to the formation of public charities and private foundations, including those with foreign operations. She also assists organizations with their transactions, contract negotiation and tax exemption compliance. Ms. Ansari routinely provides guidance on many nonprofit/tax-exempt related topics, including the following; supporting organization issues; the unrelated business income tax (including audits); private foundation excise taxes, including self-dealing and expenditure responsibility; issues relating to private operating foundations; corporate sponsorships; conflicts of interest; excess benefit transactions; cause-related marketing; making grants; excess executive compensation; nonprofit governance; Uniform Prudent Management of Institutional Funds Act; fundraising; and real property tax exemption. Ms. Ansari is also well-versed in federal and state tax laws, providing tax-related guidance to both businesses and individuals. She is experienced in handling federal and state tax controversies in relation to income, withholding, and sales and use tax issues. Ms. Ansari represents clients before the taxing authorities, in audits and in negotiating settlements, and in New Jersey Tax Court. A fellow of the American College of Tax Counsel and the American Bar Foundation, she is a past chair of the Taxation Section of the New Jersey State Bar Association and is currently co-chair of the Tax-Exempt Organizations Committee of the Taxation Section of the New Jersey State Bar Association. Ms. Ansari is a member of the Legal, Wealth & Tax Advisory Committee of the Community Foundation of New Jersey. She is also a member of the Government Relations Council of Nonprofit New York and the New York City Bar, Non-Profit Organizations Committee. Ms. Ansari is a board member of Women@NJPAC and the Volunteer Center of Bergen County. She is also a member of the TEGE Exempt Organizations Council. Ms. Ansari lectures frequently on tax and nonprofit-related topics. She earned her B.A. degree from Rutgers University, her J.D. degree from Rutgers School of Law and her LL.M. in taxation from New York University School of Law.

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Speaker bio
Michelle M Huhnke

Michelle M. Huhnke

Raines Feldman Littrell LLP
Michelle Huhnke

is a partner with the Chicago law firm of Raines Feldman Littrell LLP, where she focuses her practice in the areas of estate planning, estate and trust administration, and charitable planning. She is also a lecturer for the Investment Management Consultants Association for their program at the University of Chicago Booth School of Business, and has lectured for the Illinois Institute of Continuing Legal Education. Ms. Huhnke earned her undergraduate degree, cum laude, from Barnard College and her J.D. degree, with honors, from the National Law Center at George Washington University. She is a member of the Illinois State Bar Association and the District of Columbia Bar.

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Speaker bio
Brandon G O'Bryon

Brandon G. O'Bryon

O'Bryon Law Firm, LLC
Brandon O'Bryon

is admitted to practice in Wisconsin and California, and before and the U.S. Eastern District for Wisconsin. His firm, O'Bryon Law Firm, LLC, has focused on the transaction and litigation needs for real estate and business clients, as well as the needs of non-profit organizations. Mr. O'Bryon's firm provides specific advice on real property, sales, and income tax issues at the state and federal levels. He is a graduate of the Oak Brook College of Law and Government Policy, Fresno, California, where he has served on its Alumni Association Board. Mr. O'Bryon actively volunteers in assisting non-profits on a professional and personal basis.

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