On August 25 and August 26, 2015, Len presented several sessions at a comprehensive 2-day course for attorneys, accountants, and nonprofit organization directors and officers entitled “Ultimate Guide to Tax Exempt Organizations in Maine”, sponsored by National Business Institute (NBI). The seminar was held in Portland, ME.
Establishing and operating a tax exempt organization is a complex task that requires advice from knowledgeable professionals. Learn the practical strategies you need to guide a tax exempt client through the life cycle of IRS application and yearly compliance. This double-length course will provide comprehensive information covering Form 1023 filing, state tax exemption applications, handling contributions, and more. Our experienced team of attorneys and accountants will show you how to handle the challenges and opportunities that arise in every tax exempt organization. Gain confidence in your ability to successfully advise tax exempt organizations.
Len will speak about Formation/Incorporation of a Tax Exempt Organization, Ethics for Nonprofit Advisers, Unrelated Business Income Tax (UBIT), UPMIFA Compliance: Managing and Spending Endowment and Institutional Funds, and Unique Industry Issues and Current Trends.