Louis E. Michelson, A Professional Corporation

Providing Legal and Tax Advisory Services to Nonprofit Organizations

Entries Tagged as 'policies and procedures'

Credit for New UCLA Extension Class: Nonprofit Organizations: Compliance and Governance

September 22nd, 2015 · Comments Off on Credit for New UCLA Extension Class: Nonprofit Organizations: Compliance and Governance · California Exempt Status, Federal Income Taxes, Form 990, Governance, Loss of Tax-Exempt Staus, nonprofit checklist, policies and procedures, state compliance, tax exemption

UCLA Extension can offer students of this class with credit as follows: ● CPAs will receive attendees36 hours of CPE credit ● Attorneys will receive 34 hours of MCLE credit, including 1 hour of Ethics ● Class credit towards a UCLA Extension certificate in accounting ● Class credit towards a UCLA Extension certificate in tax. […]

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New UCLA Extension Class: Tax Reporting and Governance for Nonprofit Organizations

March 2nd, 2015 · Comments Off on New UCLA Extension Class: Tax Reporting and Governance for Nonprofit Organizations · California Exempt Status, California nonprofit law, Federal Income Taxes, Governance, intermediate sanctions, Loss of Tax-Exempt Staus, policies and procedures, Private foundations, tax exemption, tax returns

Designed for CPAs, Enrolled Agents, tax managers, controllers, trustees, financial planners, and executive directors, this 12 meetings course presents tax-related guidelines and key issues for nonprofit organizations. Topics covered include a step-by-step process for corporate formation and application for recognition of tax-exempt status, unrelated business income, taxation of commercial activities conducted through joint ventures and […]

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Small Nonprofit Consultation Checklist

March 10th, 2014 · Comments Off on Small Nonprofit Consultation Checklist · Federal Income Taxes, Governance, Loss of Tax-Exempt Staus, nonprofit checklist, policies and procedures, state compliance, tax exemption, tax returns

At the Tax Section Exempt Organizations Committee Meeting of the American Bar Association, held on January 24, 2014, a Small Nonprofit Consultation Checklist was presented.  Note: This checklist is designed for small public charities organized as nonprofit corporations. Charitable trusts, private foundations and supporting organizations should not rely on this checklist. Governing Documents Articles of […]

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