Thursday, April 23, 2020; New Form 1023: Preparation and Technical Matters; Nonprofit Organizations Committee of the Business Law Section of the California Lawyers Association; 10:00 – 11:00 a.m.
Tuesday, April 21, 2020, CARES Act: Payroll Tax Deferral and Forgiveness Provisions, Webinar, Pasadena Bar Association; noon – 1:30 p.m.
Monday, December 16, 2019, Board Governance Best Practices for Non-Profits; Lorman Educational Services webinar; please view the webinar at the following link.
Friday, October 4, 2019, Tax-Exempt Status Reinstatement: An Update on the New Procedures; Lorman Educational Services webinar; please view the webinar at the following link.
Tuesday, September 24, 2019, Nonprofit Joint Ventures – Partnering with For-Profit Organizations; Lorman Educational Services webinar; please view the webinar at the following link.
Wednesday, May 15, 2019, Form 990 Update and Unrelated Business Income, Lorman Educational Services webinar; please view the webinar at the following link.
UCLA Extension Business, Management, and Legal Programs – Fall Quarter 2015
New UCLA Extension Class: Nonprofit Organizations: Compliance and Governance
Designed for CPAs, attorney’s, Enrolled Agents, tax managers, controllers, directors, trustees, financial planners, and executive directors, this course presents tax-related compliance guidelines and key legal issues for nonprofit organizations.
Topics covered include:
● a step-by-step process for corporate formation and application for recognition of tax-exempt status
● the new streamlined application (Form 1023-EZ)
● unrelated business income
● commercial activities conducted through joint ventures and subsidiaries
● the prohibition on private inurement and private benefit.
Learn a systematic approach to evaluating compliance with federal tax requirements and state nonprofit laws, including the Nonprofit Integrity Act of 2004 and the Pension Protection Act of 2006, as well as understanding and troubleshooting the revised Form 990.
The course also covers:
● the support tests for public charities and private foundation excise tax rules
● property tax exemptions
● sales taxes and issues unique to schools and churches.
● how nonprofits can navigate the IRS’s increased focus on governance, both with respect to required policies and procedures
On Tuesday, July 28, 2015, “How to Rescue the Troubled Nonprofit,” at the San Fernando Valley Morning Discussion Group of the California Society of CPAs, El Torito Restaurant, 6040 Canoga Ave., Woodland Hills, CA 91367; 8:00 – 9:00 am.
Monday, July 6, 2015, How to Rescue the Troubled Nonprofit, West San Gabriel Valley/Pasadena Discussion Group of the California Society of CPAs, Bekham Grill Restaurant, 77 W. Walnut Street, Pasadena, CA 91103; 12;30 – 1:30 pm.
Thursday, July 2, 2015, How to Rescue the Troubled Nonprofit, East San Gabriel Valley Discussion Group of the California Society of CPAs, Coco’s Bakery Restaurant, 306 N. Azuza Ave., Covina CA 91722; 8:00 – 9:00 am.
Wednesday, April 29, 2015, Forming and Representing Nonprofit 501(c)(3) Organizations, Los Angeles County Bar Association, 1055 West 7th Street, Los Angeles, CA 90017; 6:00 – 8:00 pm.
Friday, September 19, 2014, Gift Acceptance Issues, Mijares Restaurant, 145 Palmetto Drive, Old Pasadena, CA 91104; 12:00 p.m. – 1:30 pm
Wednesday, September 10, 2014, IRS Form 1099 Reporting: What You Need to Know; Long Beach, CA, Lorman Education Services.
Thursday, August 7, 2014, 8:00 am – 9:00 am, Assisting the Noncompliant Nonprofit, East San Gabriel Valley CPA Discussion Group of the California Society of CPAs, Carrow’s, 101 S. Azusa Ave., West Covina.
Friday, July 18, 2014, Noon – 2:00pm, EDD Audits and VCSPs: Settling these Extremely Difficult Cases, Hollywood/Beverly Hills Discussion Group of the California Society of CPAs, Olympic Collection, 11301 Olympic Boulevard, Los Angeles, CA 90069.
Monday, June 23, 2014, Form 1099 Reporting in Lawsuits & Settlements (and Clergy Reporting); West San Gabriel Valley/Pasadena CPA Discussion Group of the California Society of CPAs, 12:30pm – 1:30pm (Registration at 11:30am) Beckham Grill Restaurant, 77 W Walnut St, Pasadena, CA 91103.
Wednesday, June 18, 2014, IRS Form 1099 Reporting: What You Need to Know; Santa Monica, CA, Lorman Education Services.
Tuesday, June 17, 2013, Eighth Annual – Summer & First Year Associate Pro Bono Training, Omni Los Angeles Hotel at California Plaza, 251 South Olive Street, Los Angeles, CA 90012, 3:00 p.m. – 5:00 p.m.; please see following link.
Tuesday, June 3, 2014, 8:00 am – 9:00 am, Avoiding Traps and Pitfalls in Form 990 and its Schedules, San Fernando Valley CPA Discussion Group of the California Society of CPAs, El Torito Restaurant, 6040 Canoga Avenue, Woodland Hills, CA 91367.
Wednesday, June 18, 2014, IRS Form 1099 Reporting: What You Need to Know; Santa Monica, CA, Lorman Education Services. Please see the following link.
Tuesday, May 13, 2014, 11:30 am to 1:30 pm PDT, EDD Audits, Worker Classification, and Other Employment Tax Headaches, Tax and Labor and Employment Sections of the Pasadena Bar Association, Noor- Ella Ballroom, 260 East Colorado Boulevard, Paseo Colorado (2nd Floor), Pasadena, CA 91101.
Friday, March 14, 2014, 11:30 am -1:30pm, “Let’s Make a Deal: How to Optimize your Client Outcomes and Minimize the Tax Bite in Settlements,” Provisors Lawyers and Legal Professionals Affinity Group.
Wednesday, December 4, 2013, 6:00 pm – 8:00pm, Forming and Representing 501(c)(3) Nonprofit Organizations, Los Angeles County Bar Association, 1055 West 7th Street, Los Angeles, CA 90017. .
Fall 2013 Class: Tax Reporting and Governance for Nonprofits: Enrollment is now open!
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 subsidiaries, and federal income tax issues concerning the prohibition on private inurement and private benefit.
Students learn a systematic approach to evaluating compliance with federal tax requirements and state nonprofit laws, including the Nonprofit Integrity Act of 2004 and the Pension Protection Act of 2006, as well as understanding and troubleshooting the newly revised Form 990. The course also covers the support tests for public charities and private foundation excise tax rules, property tax exemptions, sales taxes and issues unique to schools and churches, and nonprofit governance.
September 24 – December 10, 12 meetings; Tuesday, 6:30-9:30pm
Wednesday, November 13, 2013: IRS Form 1099 Reporting: What You Need to Know; Santa Ana, CA, Lorman Education Services.
Friday, October 4, 2013, Noon – 2:00pm, Avoiding Traps and Pitfalls in Form 990 and its Schedules, Hollywood/Beverly Hills Discussion Group of the California Society of CPAs, Olympic Collection, 11301 Olympic Boulevard, Los Angeles, CA 90069
Wednesday, September 11, 2013, 6:30 pm to 8:30 pm, How to Obtain and Maintain Tax Exemption, University of West Los Angeles, 9201 Oakdale Avenue, Suite 200, Chatsworth, CA 91311. Approved for 2 hours of MCLE credit.
Tuesday, September 10, 2013: IRS Form 1099 Reporting: What You Need to Know; Long Beach, CA, Lorman Education Services.
Wednesday, July 31, 2013, Form 990, Pasadena, CA; Lorman Education Services, Pasadena, CA. See the following link for more information.
Friday, July 19, 2013, Tax-Exempt Organizations in California, Lorman Education Services, Los Angeles, CA. See the following link for more information.
Wednesday, June 12, 2013, 8:00 am to 11:30 am, What All Nonprofit Boards Need to Know to Succeed in 2014, Jonathan Club, 545 South Figueroa Street, Downtown Los Angeles. For additional information see the following link.
Tuesday, May 14, 2013, 11:30 am to 1:30 pm PDT, Let’s Make a Deal: Form 1099 Reporting in Lawsuits & Settlements – What Every Employment Lawyer Should Know, Pasadena Bar Association, Labor and Employment Section Meeting, Noor- Ella Ballroom, 260 East Colorado Boulevard, Paseo Colorado (2nd Floor), Pasadena, CA 91101.
Tuesday, April 30, 2013, Audit-Proofing the Nonprofit, Teleconference: 11:00 a. m. – 1:30 p.m. EST. Register today. See the following link.
Thursday, January 24, 2013, Maintaining Nonprofit Organizations, Business Law Section, Nonprofit Organizations Committee, Teleconference.
Tuesday, December 4, 2012, Form 1099 Reporting and Current Developments (including Form 1099-K), San Fernando Valley Morning Discussion Group of the California Society of Certified Public Accountants.
Tuesday, November 20, 2012, Representing Nonprofit Organizations: Ethics Considerations and the Rules of Professional Conduct, Los Angeles County Bar Association.
2012 Tax Update and Planning Conference: Burbank, CA (on November 20, 2012) and in San Francisco (on November 19, 2012) Capitalization — New Repair Regulations. See the following link.
Tuesday, October, 30, 2012 11:00 a. m. – 12:00 p.m. Webinar: Charities: Do it Right! State Law Compliance, sponsored by Stanislawski & Harrison, Pasadena, CA.
Friday, September 28, 2012: Tax Legislation: New Guidance on Capitalization of Tangible Property – New IRS Capitalization v. Expense Regulations.
Thursday, September 13, 2012: IRS Form 1099 Reporting: What You Need to Know; Santa Ana, CA, Lorman Education Services.
Tuesday, June 12, 2012, Sixth Annual – Summer & First Year Associate Pro Bono Training, Omni Los Angeles Hotel at California Plaza, 251 South Olive Street, Los Angeles, CA 90012, 3:00 p.m. – 5:00 p.m.; please see following link.
Friday, May 18, 2012, Audit-Proofing Non-Profits, Mijares Restaurant, 145 Palmetto Drive, Old Pasadena, CA 91104; 12:00 p.m. – 1:30 pm.
Tuesday, April 24, 2012, Merchant Reporting and Form 1099-K. Teleconference: 11:00 a. m. – 1:30 p.m. EST.
Friday, February 17, 2012, Mistakes, Missteps and Misuse of Tax-Exempt and Nonprofit Entities, Mijares Restaurant, 145 Palmetto Drive, Old Pasadena, CA 91104; 12:00 p.m. – 1:30 pm.
Thursday, February 9, 2012, Empowering Corporations to be a Strong Force For Good: California’s Creation of Benefit and Flexible Purpose Corporations, Beverly Hills Bar Association, Business Law Section, 300 South Beverly Drive, Suite 210, Beverly Hills, CA 90212; Registration & Lunch: 12:00 p.m./program 12:30 p.m. – 1:30 p.m. See the following link.
Thursday, February 2, 2012, Non-Profit Boot Camp: Demystifying Organizational Changes & Self Dealing (CA), Los Angeles Athletic Club, 431 W. 7th Street, Los Angeles, CA 90014; 8:00 a.m. – 12:15 p.m.; see the following link.
Friday, December 2, 2011 – Santa Clarita Discussion Group of the California Society of Certified Public Accountants – “Merchant Reporting and Form 1099-K”
Tuesday, November 8, 2011, Forming and Representing 501(c)(3) Organizations, Los Angeles County Bar Association, 1055 West 7th Street, 27th Floor, Los Angeles, CA 90017; 6:00 – 8:00 p.m.; to register see the following link.
Monday, October 31, 2011, Teleconference with National Business Institute, Audit-Proofing the Nonprofit, 11:00 a.m. – 12:30 p.m. Pacific Standard Time.
Thursday, October 6, 2011, Teleconference with National Business Institute, Establishing and Maintaining a 501(c)(3), 8:00 a.m. – 9:30 a.m. Pacific Standard Time.
Thursday, September 22, 2011, Nonprofit Advisory Council Seminar: 8:00 a.m. – 10:00 a.m., Pacific Center Building, 523 West 6th Street, Los Angeles, CA 90014, Negotiating Nonprofit Compensation Conundrums and Nonprofit Fundraising: Flying Under the Radar. See following link.
Thursday, September 22, 2011, Nonprofit Advisory Council Seminar: 8:00 a.m. – 10:00 a.m., Pacific Center Building, 523 West 6th Street, Los Angeles, CA 90014, Negotiating Nonprofit Compensation Conundrums and Nonprofit Fundraising: Flying Under the Radar. See following link.
Wednesday, September 14, 2011, “Tax Exemption: Obtaining and Maintaining It!” , 6:30 p.m. – 8:30 pm., Cardinal Pacific Escrow Education Center, Suite 105, 6621 E. Pacific Coast Highway, Long Beach, CA 90803
UCLA Extension Business, Management, and Legal Programs
Fall 2011 Class: Taxation of Nonprofit Organizations, Reporting and Governance
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 subsidiaries, and federal income tax issues concerning the prohibition on private inurement and private benefit.
Students learn a systematic approach to evaluating compliance with federal tax requirements and state nonprofit laws, including the Nonprofit Integrity Act of 2004 and the Pension Protection Act of 2006, as well as understanding and troubleshooting the newly revised Form 990. The course also covers the support tests for public charities and private foundation excise tax rules, property tax exemptions, sales taxes and issues unique to schools and churches, and nonprofit governance.
September 12, 2011 – San Fernando Valley Chapter of The California Society of Enrolled Agents – Charitable Giving Tax Issues, The 94th Aero Squadron Restaurant Restaurant, 16320 Raymer Street, Van Nuys, CA 91406.
Thursday, September 1, 2011: IRS Form 1099 Reporting: What You Need to Know; Santa Ana, CA, Lorman Education Services.
Tuesday, August 30, 2011, Accounting and Legal Seminar for Non Profit Organizations, 9:00 a.m. – Noon, Union Banc Investment Service Center, 15255 Ventura Blvd., Sherman Oaks, CA 91403
Friday, August 5, 2011, Hollywood/Beverly Hills Discussion Group of the California Society of CPAs, Tax Planning With Charitable Contributions for High Income Taxpayers, Noon – 2:00pm, Olympic Collection.
July 12, 2011 – Central Coast Chapter of the California Society of CPAs, “Understanding the New Form 990 and Planning for Charitable Giving,” 4:50 p.m. – 7:00 p.m., San Luis Obispos Country Club, San Luis Obispo.
Tuesday, June 7, 2011 – Summer Associates & First Year Associate Transactional Pro Bono Training; 3:00 p.m. – 5:30 p.m., Omni Hotel, downtown Los Angeles. See the following link.
Tuesday, May 17, 2011 – Beverly Hills Bar Association Barristers Workshop – Form 1099 Reporting in Lawsuits and Settlements
This presentation explained how settlement payments are treated for federal income tax purposes and the effective use of allocations and in settlement agreements and other documents. It introduced deductibility of amounts paid and exclusions from taxable income. The issuance of 1099s to attorneys was explained, with examples to illustrate these rules. See following link.
Friday, May 6, 2011 – Santa Clarita Discussion Group of the California Society of Certified Public Accountants – “Recent Developments – Nonprofit Organizations and Form 990 Update”
This presentation explained the federal tax reporting obligations of nonprofit organizations and the automatic loss of tax exemption rules. It included the consequences of noncompliance with filing requirements with the California Secretary of State and with the California AG/Registry of Charitable Trusts. It also included a discussion of the revised Form 990, including nonprofit governance and policies.
2011 What’s New on the Horizon: Hot Topics in Nonprofit Law
This tele-web seminar was held on Wednesday, April 6, 2011 at 12:00 PM
Counseling Your Charitable, Association and Religious Corporation Clients. The presentation will address federal tax reporting obligations of non profits and automatic loss of exemption rules, and filing requirements with the Cal Secretary of State and Registry of Charitable Trusts, and consequences of non-compliance, California Corporations Code changes affecting non profit associations, as well as association governance issues emanating from revisions to the IRS Form 990, and current issues affecting religious institutions including governance and structuring issues, transparency and public accountability issues and best practices for religious organizations.
Class at UCLA Extension: Fall 2010 Taxation of Nonprofit Organizations, Reporting and Governance. See link to flyer for details.
November 18, 2010, Business Builders, “Volunteer and Director Liability: No Good Deed Goes Unpunished,” TIOH in the Chadwick Chapel, 7300 Hollywood Blvd., Registration at 7:15 a.m., Program 7:30 – 9:00 am. See the following link.
December 2, 2010, Lorman Education Services, “LLCs, LLPs, and Partnerships: Organization and Operation in California,” Santa Ana, CA Registration at 8:00 a.m., Program 8:30 a.m. – 4:30 p.m. See the following link.
September 26, 2010 – State Bar Meeting, “Changes in Nonprofit Law and Essentials that Every Lawyer Needs to Know” (co-presenter with Nancy McGlamery). Time: 10:00 a.m – Noon. Monterey, CA. For a copy of the materials please see the following link.
August 9, 2010 – West San Gabriel/Pasadena Discussion Group of the California Society of CPAs, Los Angeles Chapter, California CPA Society, “Government Challenges Facing Nonprofit Organizations.” 12:30pm – 1:30pm (Registration at 11:30am) Beckham Grill Restaurant, 77 W Walnut St, Pasadena, CA 91103. See following link.
July 30, 2010 – Hollywood/Beverly Hills Discussion Group of the California Society of Certified Public Accountants. “Government Challenges Facing Nonprofit Organizations.” Time: Noon-2 p.m.Location: Olympic Collection; 11301 Olympic Blvd.; West Los Angeles. See following link.
Fourth Annual Summer Associate Pro Bono Training, June 8, 2010. This program is specially designed to provide Summer Associates with an overview of tax exempt organizations and the basics of forming and advising nonprofit organizations, as well as opportunities to get involved in transactional pro bono representation. Attendees will also receive a binder of useful precedents and reference materials. See link to flyer for details.
June 16, 2010, Provisors Beverly Hills II, Nonprofit Directors’ Duties and the New Form 990.
The New Form 990, Santa Clarita Discussion Group of the California Society of Certified Public Accountants, Friday, May 7, 2010, 7:00 am to 8:30 am., International House of Pancakes, 24737 Pico Canyon Road, Santa Clarita.
Government Challenges Facing Non-Profits Organizations, Tax Section of Pasadena Bar Association, Friday, March 19, 2010, noon. See following link.
Third Annual – First Year Associate Pro Bono Training, February 10, 2010 see following link
Operational Issues for Nonprofits: fiduciary obligations, governance, fundraising compliance, “Essentials of Business Law ” Program Series, State Bar of California Business Law Section, February 3, 2010 (presented together with Lani Meanley Collins)
Forming and Advising Nonprofit 501(c)(3) Organizations – January 26, 2010 – Los Angeles County Bar Association
This seminar covers the following topics: What is a Nonprofit Corporation? Formation of a California Nonprofit; Applying for Tax-Exemption Federal (Form 1023) and State (Form 3500A); Some Compliance Issues: Maintaining Tax-Exempt Status. For more information click on the following link.
Obtaining and Maintaining Exemption 11/6/09 – Santa Clarita CPA discussion group
Class at UCLA Extension: Fall 2009 Taxation of Nonprofit Organizations, Reporting and Governance
The New Form 990 – 10/27/09 – see the following link The New Form 990 presented by Lorman Education Services
Tax-Exempt Organizations in California – 5/12/09 – see the following link Tax-Exempt Organizations in California presented by Lorman Education Services
Tax-Exempt Organizations in California, Jan. 21, 2009, Lorman Educational Services
Nonprofit (Form 990) and Charitable Giving Update, December 5, 2008, Hollywood/Beverly Hills Discussion Group of the California Society of Certified Public Accountants
Understanding and Troubleshooting the Form 990, December 3 and 10, 2008, UCLA Extension, Business, Management and Legal Programs
IRS Form 1099 Reporting: What You Need To Know in California, November 13, 2008, Lorman Educational Services
Recent Developments in Exempt Organizations And Charitable Giving, November 5, 2008, California Society of CPAs Taxation Committee and LACBA Tax Night
Corporate Governance: Policies Required by the New Form 990, November 5, 2008, Nonprofit Advisory Council
Recent Developments in Charitable Giving and Exempt Organizations – March 30, 2007