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....
+ Read More

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....
+ Read More

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....
+ Read More

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....
+ Read More

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....
+ Read More

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. ...
+ Read More

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....
+ Read More

CLE - Conservation Restrictions - Basics and Recent Developments You Need to Know

06/20/2017 - 09:00 AM to 01:00 PM
Conservation Restrictions can have the potential to give those involved great tax benefits, but if not done properly can create many difficulties for your client....
+ Read More

The Frontiers of Fundraising: Online Campaigns, Co-Venturer and Third Party Agreements, and Other New Challenges for Nonprofits

05/23/2017 - 12:30 PM to 01:30 PM
Join us for a brief overview of registration basics and new approaches to fundraising....
+ Read More

Update on Efforts to Revise the Nonprofit Corporation Statute (Chapter 180)

04/25/2017 - 12:30 PM to 01:30 PM
Come here an update from the Chapter 180 Working Group on their work to Revise the Nonprofit Corporation Statute....
+ Read More

CLE - 2017 Charitable Board Service Workshop

04/25/2017 - 08:30 AM to 11:30 AM
Join the Boston Bar Association's Tax Exempt Organizations Section as they put on their annual program that will address what you need to know in order to be an effective member of a charitable board, as well as how to find the right board for you....
+ Read More

Tax-Exempt Organizations Fundamentals Series: Dissolution

04/11/2017
The panelists will discuss the procedures for dissolving a tax-exempt organization in Massachusetts....
+ Read More

Choice of Entity Considerations for Charitable Initiatives

03/28/2017 - 12:30 PM to 01:30 PM
This program will explore the tax, operational and regulatory considerations when choosing an entity to house and conduct a new charitable initiative, both at the time of formation, and when forming affiliates and subsidiaries....
+ Read More

Tax-Exempt Organizations Fundamentals Series: Taxes

03/16/2017
The panelists will describe the tax issues for tax-exempt organizations, including an overview of UBTI, property and sales taxes, and the excise tax on excess benefit transactions....
+ Read More

Meet the Public Nonprofit Organizations/Charities Division

02/28/2017 - 12:30 PM to 01:30 PM
In this annual event, the Assistant Attorneys General from the NNonprofit Organizations/Public Charities Division will update us on Division priorities and provide insights into transactional matters (e.g., disposition of assets under 8A, Beede), probate practice, and common issues/pitfalls, as well as answering questions attendees might have regarding matters within the jurisdiction of the Division....
+ Read More

Tax-Exempt Organizations Fundamentals Series- Private Foundations: Rules of Behavior

02/14/2017
Learn the rules of behavior for private foundations under Chapter 42, including self-dealing, failure to distribute income, excess business holdings, the tax on investment income, jeopardizing investments and taxable expenditures....
+ Read More

Understanding the New Nonprofit Financial Statement Presentation Standards

01/31/2017 - 12:30 PM to 01:30 PM
Amanda Pelcher, a CPA from AAFCPAs, will discuss both the current standards for nonprofit financial statement presentation and the main provisions of this ASU, which will include net asset classification (collapsing three asset classifications into two), reporting expenses by natural function and category, the place-in-service approach for property and equipment purchases, and underwater endowment reporting....
+ Read More

Tax-Exempt Organizations Section Special Speakers Series: De-Mystifying Donor Advised Funds: Charitable Giving and the Financial Services Industry

01/19/2017 - 12:00 PM to 01:00 PM
Professor Ray Madoff will explain the history of DAFs and the reason for their extraordinary popularity, considering such issues....
+ Read More

Tax-Exempt Organizations Fundamentals Series: Governance and Fiduciary Duties

01/17/2017 - 12:30 PM to 01:30 PM
The third session in the Fundamental Series will focus on governing nonprofit organizations. Benton Bodamer, of the firm Weil, Gotshal & Manges LLP, will discuss issues such as fiduciary duties, standing policies, compensation, board service and other topics related to governance....
+ Read More

Tax-Exempt Organizations Fundamentals Series: Formation of a Tax Exempt Organization

12/13/2016 - 12:30 PM to 01:30 PM
Join to 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....
+ Read More