Description
Don’t wait for an audit Learn what nonprofit practitioners, board members and staff need to know to proactively preserve exempt status.This program will focus on the current IRS (and congressional) areas of interest in evolving changes in the not for profit industry. You will learn what nonprofit practitioners, board members and staff need to know to proactively preserve exempt status don’t wait for an audit Learn how to use practical proactive planning to preserve exempt status.
Date: 2019-02-27 Start Time: End Time:
Learning Objectives
TEGE Organization/Org Chart etc. • Name Change
2019 TEGE Program Letter
2018-2019 IRS Priority Guidance
Forms 1023 and 1023 EZ
§501(c)(4)
Auto Revocation
IRS.gov
Tax Cuts and Jobs Act (TCJA)
IRS Audits
Partnership Audit Regime
Investment Partnerships
Donor Advised Funds (DAF)
Investing • Endowments
New Paradigm of Charity
Enforceable Pledges and Naming Rights
Crowdfunding and State Regulation
CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Michael D. Glass-Tax Exempt Advisory Services, LLC, Henry H. Raattama, Jr. – Akerman LLP, Michael W. Rachael – EOTC
