November 19, 2015. Len presented a seminar on tax-exempt organizations as part of the St. Joseph’s College CPA Workshop.   https://www.sjcme.edu/academics/continuing-education/cpa-workshops/online.  Thanks to all who participated!

Len presented a live NBI teleconference on January 20, 2015, on Nonprofits and the Tax Reform Act of 2014: What Board Members and Executive Directors Need to Know!.

October 3, 2014 MANP Nonprofit Finance Conference.

At this conference, Len talked about UPMIFA (Uniform Prudent Management of Institutional Funds Act), a state statute that provides rules for management and investment of certain funds held by charitable institutions, spending of funds donated as “endowments”, and obtaining relief from donor restrictions. Presentation agenda:

•What is UPMIFA? The Basics

•UPMIFA Over the Life of an Endowment Fund

Event date: October 17, 2013

Len presented at a full-day seminar titled “Nonprofit and Tax-Exempt Organization Guide” in Portland on October 17, 2013.  Thank you to all who attended! The event was sponsored by National Business Institute (NBI) and included presentations by other nonprofits-law specialists, as well.  Topics included nonprofit governance, tax, and accounting issues. 

Course description:

The Legal and Financial Aspects of Creating and Operating Nonprofits

The IRS has intensified its enforcement efforts and continues to revoke tax-exempt status for a growing number of organizations. Are your legal, accounting and business practices in compliance with the complex regulations governing nonprofits? This practical course offers essential strategies for creating and operating a successful tax-exempt organization that complies with laws and disclosure requirements. Get sample forms and detailed instruction on tax reporting, calculating UBIT, the definition and handling of endowments, and director duties and liability.

•Learn which Form 990 to file, what info is required, and walk through a prepared full Form 990.

•Identify common actions that endanger the nonprofit.

•Make sure the nonprofit is audit-ready with impeccable accounting and reporting practices.

•Find solutions to liquidity issues in nonprofit financial management.

•Identify and quantify UBIT and discover all relevant exemptions and exclusions.

For more information, visit www.nbi-sems.com. 

On April 30, Len presented a seminar to the Boston Bar Association’s Tax-Exempt Organizations Section entitled, “Regulation of Charitable Solicitations: We Can Do Better!”.  This presentation was also broadcast online at West Legal EdCenter.  Thank you to all who attended!

View the presentation materials here.

Please note that these materials are not updated and may have been rendered inaccurate by subsequent changes in the relevant law.

Seminar Description:

Len spoke about “501(c)(3) Collaborations – Opportunities and Issues”, at NEI-MeHAF (Maine Health Access Foundation) Community of Learning in Lewiston, ME, on June 27, 2012. This presentation discussed collaborations between 501(c)(3) organizations… short of merger. The possibilities are endless. There are many legal issues that may arise in a collaboration, and collaborations with a non-501(c)(3) entity raise additional issues. Engage a lawyer with expertise in the relevant fields of law.

View the presentation materials here.

Please note that these materials are not updated and may have been rendered inaccurate by subsequent changes in the relevant law.

View the Staying Legal webinar presentation materials here.

Please note the presentation materials posted on this page are not updated and may have been rendered inaccurate by subsequent changes in law.

Staying Legal SkillBuilder Overview:
• Common compliance failures that can cost your organization money or jeopardize its mission
• Tips for preserving your organization’s status as a public charity
• 12 things you should be doing to keep your organization out of legal trouble
We will cover the most frequently raised (but not all) compliance issues specific to 501(c)(3) public charities incorporated under the Maine Nonprofit Corporation Act.