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“Private Foundation Compliance & Reporting,” NBI video webinar, October 30, 2023 

Len co-presented a webinar on various legal issues relevant to private foundations.  He provided an overview of the topics and presented a session on Identifying and Resolving Common Compliance Issues related to self-dealing, minimum distributions, program- and mission-related investments, and grantmaking.  For more information, please visit the National Business Institute website, https://click.info.nbi-sems.com/?qs=7b135d6774c834cf4a4241ed8edf7b7dcf5d4bf9c03cd2f935599ea5605e7b902c368de796d96aab195e81c58273066a3e842bcfff6a5fb4

“Private Foundation Compliance & Reporting,” NBI video webinar, January 18, 2022

Len co-presented, with Paul M. Roy of Withers Bergman LLP, a webinar on various legal issues relevant to private foundations.  Len provided an overview of the topics and a presentation on board composition, governance, and transparency.  For more information, please visit the National Business Institute website, https://www.nbi-sems.com/ProductDetails/Private-Foundation-Compliance-Reporting/OnDemand-Video/91454SVDM_3601207.

“Tax Exempt Organizations Boot Camp,” NBI live seminar in Portland, Maine, August 20, 2019

Len presented several sessions at a full-day live seminar for attorneys, accountants, and nonprofit organization directors and officers entitled “Tax Exempt Organizations Boot Camp”, sponsored by National Business Institute (NBI). The seminar was held in Portland, ME.  For more information, please visit the National Business Institute website, https://www.nbi-sems.com/ProductDetails/82921ER?ctname=SPKEM.

“Top Mistakes Nonprofits Make,” NBI live seminar in Portland, Maine, December 5, 2018

Len presented several sessions at a full-day live seminar for attorneys, accountants, and nonprofit organization directors and officers entitled “Top Mistakes Nonprofits Make”, sponsored by National Business Institute (NBI). The seminar was held in Portland, ME.  For more information, please visit the National Business Institute website, https://www.nbi-sems.com/ProductDetails/81206ER?ctname=SPKEM.

“Tax-Exempt Organizations: Fundamentals and Beyond,” Maine State Bar Association, March 28, 2017

Len presented several sessions at an upcoming seminar sponsored by the Maine State Bar Association.  Participants attended a morning session focusing on nonprofits law fundamentals, an afternoon session covering selected topics in more depth, or both sessions.  The seminar was held at the Garden Inn in Freeport and was webcast as well.

For more information, please visit the MSBA web site, https://mainebar.site-ym.com/events/EventDetails.aspx?id=926805.

“Tax Exempt Organizations-Federal and State Issues” at the Annual Maine Tax Forum, Nov 2, 2016

 

“Tax Exempt Organizations-Federal and State Issues”, at the 2016 Maine Tax Forum

On November 2, at 1:30pm, Len presented a session at the 2016 Annual Maine Tax Forum at the Augusta Civic Center, on the topic of “Tax Exempt Organizations- Federal and State Issues”.

Maine Tax Forum (MTF), held this year on November 2nd & 3rd at the Augusta Civic Center, is a two-day program especially beneficial to experienced professionals providing tax advice to clients and assisting with more complex tax situations. Maine professionals engaged in tax, accounting and legal client service practices that are impacted by annual changes in the federal and state tax laws, will benefit from the in-depth presentations from experts with years of professional service practicing in Maine.

Subjects included Ethics, Federal & State updates, and new IRS initiatives. All subjects are approved for continuing education credits by the Maine Board of Accountancy and the Maine Board of Overseers of the Bar. Most subjects, including Ethics, are also approved by the IRS for continuing education credit.

For more information , please visit the Maine Tax Forum website.

SCORE Maine is the official presenter of two annual educational programs that provide tax preparers, enrolled agents, CPAs and legal professionals with updated information about annual changes in  Maine and Federal tax laws. The Tax Practitioner Institute (TPI) and the Maine Tax Forum (MTF) both provide continuing education credits.

“Tax-Exempt Organizations: New Requirements and Regulations”, June 8, 2016 teleconference

Tax-Exempt Organizations: New Requirements and Regulations

Date:  06/08/16, 2:00 pm – 3:30 pm  EST

Len presented this live teleconference sponsored by National Business Institute (NBI). Click here at www.nbi-sems.com for information. On the agenda were these topics:

  • Top Tax-Exempt Legal and Tax Areas Currently Under Radar
  • UBIT Developments
  • Contributions, Fundraising, Charitable Giving and More
    • Changes to Contribution Rules and Regulations
    • New Multistate Registration and Filing Portal
    • Planned Giving Developments
  • New IRC Rulings and Opinions Regarding Qualification, Denial, Revocation of Tax-Exempt Status
  • Current Status of Political Activity Restrictions
  • It’s Election Year! Prospective Tax Reforms’ Impact on Tax-Exempts