Exempt Organizations Fundamentals Series – Taxation

06/19/2018 - 12:30 PM to 01:30 PM
This program provides the basics of the laws and rules that govern taxation of non-profit organizations, including discussion of UBTI, real property tax exemptions, PILOT payments, sales and use tax issues, and excise taxes on excess benefit transactions....
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POSTPONED: When Bad things Happen to Good Organizations: Fraud Prevention and Recovery Strategies for Nonprofits.

06/18/2018 - 12:30 PM to 01:30 PM
Discovery of fraud within a nonprofit organization creates multiple challenges - among them: How best to investigate? How best to respond? and What steps can be taken to remediate the underlying causes?...
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Nonprofit Organizations Expanding, Cooperating or Just Occasionally in Canada

05/29/2018 - 12:30 PM to 01:30 PM
Whether your nonprofit client has a one-time activity in Canada, is looking to cooperate in some sort of joint venture with a Canadian charity or not-for-profit or is planning to do the same (or different things) in Canada, remembering it is a different country can help avoid problems....
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Exempt Organizations Fundamentals Series – Dissolution

05/08/2018 - 12:30 PM to 01:30 PM
This session focuses on dissolution, with an overview of the different types of dissolution, alternatives to dissolution, the dissolution process, and issues to keep in mind when considering dissolution....
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Political Pursuits – How Non-Profits Can Participate in Political Campaigns, Advocacy and Lobbying

04/12/2018 - 12:30 PM to 01:30 PM
This presentation will discuss the issues faced by nonprofit organizations seeking to be involved in political issues, campaigns for office, ballot initiatives, and advocacy for particular public policies....
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Private Foundations - Rules of Behavior

03/20/2018 - 12:00PM to 01:00 PM
This program will be the 5th in the 7 part Tax-Exempt Fundamentals Series and focuses on the special rules applicable to private foundations, a subset of tax-exempt organizations....
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Leading with Intent – Strategies for Improving Nonprofit Board Performance and Impact

03/16/2018 - 12:00 PM to 01:00 PM
Join us for a conversation with Vernetta Walker, JD, Chief Governance Officer at BoardSource, who will share insights on what Leading with Intent 2017 tells us about current trends and dynamics in nonprofit board leadership, how boards can leverage the report’s findings to improve their performance and organizational impact, and why it is critical for nonprofit organizations and their boards to fully embrace diversity and inclusion. ...
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Tax Reform Impact on Exempt Organizations

01/30/2018 - 12:00 PM to 01:00 PM
We will review the areas of the new Tax Reform law that have implications for Exempt Organizations. Will we identify some areas where further guidance is needed and discuss the practical aspects of implementing the law. Colleges, health systems and other exempt organizations will be affected. Come join us to learn more! ...
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Tax Exempt Organizations Fundamentals Series - Board Fiduciary Duties and Risk Management

01/23/2018 - 12:30 PM to 01:30 PM
This program follows the December presentation on the basics of the laws and rules that govern board operations, with a discussion on board fiduciary duties and internal risk management....
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Tax Exempt Fundamentals Series - Board Governance and Operations

12/12/2017 - 12:30 PM to 01:30 PM
This program will describe the basics of the laws and rules that govern board operations. It was also provide information on board structure, processes and personal liability of directors and officers....
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Transfer of Charitable Assets – When are Notice and Court Approval Required

12/05/2017 - 12:30 PM to 01:30 PM
When public charities transfer buildings, funds, museum or library collections, or other assets, notice to the Attorney General’s Division of Public Charities and, often, Court approval are necessary prerequisites to disposition. This panel will explore notice and court approval requirements using pre-dissolution and other transaction scenarios....
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CLE - Funding Your Charitable Programs: Structuring Partnerships and Joint Ventures to Optimize Charitable Purposes and Social Impact

11/29/2017 - 03:00 PM to 06:00 PM
Join us for an overview of different types of partnerships and joint-ventures and potential issues and solutions in forming and operating these partnerships and joint ventures....
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Formation of a Tax Exempt Organization

11/14/2017 - 12:30 PM to 01:30 PM
Join us and gain a basic understanding of how to form a Massachusetts nonprofit corporation and obtain federal tax exemption as a 501(c)(3) private foundation or public charity....
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Tax-Exempt Bonds 101 - Demystifying Mystical Documents

11/13/2017 - 12:00 PM to 01:00 PM
In this program, participants will get a basic overview of how tax-exempt bond transactions are structured and the unique terminology and components that are involved in them....
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The View from the AG Public Charities Division

10/23/2017 - 12:30 PM to 01:30 PM
In this annual event, the Assistant Attorneys General from the Nonprofit Organizations/Public Charities Division will update us on Division focus areas and priorities, as well as common issues and pitfalls. ...
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Tax Exempt Organizations Fundamentals Series - Introduction to Tax Exempt Organizations

10/10/2017 - 12:30 PM to 01:30 PM
Introduction to Tax Exempt Organizations is the first in our seven-part Fundamentals Series on public charities and private foundations....
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