30th Annual Institute on Advising Nonprofit Organizations in Colorado - Virtual
Join us for a discussion of hot topics and critical updates impacting your nonprofit clients. Along with our annual tax and employment law updates, we’ll discuss disaster relief and employee assistance funds, charitable giving, the current status of the PPP program, and religious institutions and COVID-19 at the Supreme Court.
- Critical tax and employment updates
- Charitable Giving update
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Home studies will be available approximately 2-3 weeks following the live program.
Friday, August 13, 2021
9:00 am
Welcome and Introduction
Presented by Becky Farr, Esq. Leaffer Law Group; and Cara Lawrence, Esq., Tierney Lawrence LLC
9:05 – 9:55 am
Annual Tax Update
In 2021, as we move toward a return to normal — or perhaps a new normal — we’ll help you navigate tax law changes, address common reporting challenges, and update tax issues related to winding down pandemic incentive programs.
Presented by Dori Eggett, CPA, Plante & Moran, PLLC
10:00 -10:25 am
COVID, Church Closures, and the Constitution
Pandemic-related restrictions imposed on churches have led to scores of lawsuits by churches asserting First Amendment rights. Churches have filed more than a dozen emergency applications to the U.S. Supreme Court. Three major cases, Roman Catholic Diocese of Brooklyn v. Cuomo, South Bay United Pentecostal v. Newsom, and Tandon v. Newsom have developed a more robust Free Exercise doctrine that informs the major Free Exercise case, Fulton v. City of Philadelphia, decided this summer.
Presented by L. Martin Nussbaum, Esq., Nussbaum Speir Gleason PLLC
10:25 -10:40 am
PPP Loan Update
The Payroll Protection Program kept many nonprofits open in 2020. SBA attorney Stacey Dawes will deliver a quick update on ongoing developments in loan distribution and forgiveness.
Presented by Stacey Dawes, Esq., United States Small Business Administration
10:40 -10:50 am
Stretch Break
10:50 -11:40 am
Employment Law for Nonprofits
Chuck Weese and Liz Austin, who both practice employment law on behalf of for profit and non-profit employers at the firm of Williams, Weese, Pepple & Ferguson in Denver, CO, will discuss recent and evolving issues in employment law, including new equal pay laws, COVID legal and practical issues, DEI (diversity, equity and inclusion) initiatives, and more.
Presented by Elizabeth Austin, Esq., and Charles W. Weese, Esq., Williams Weese Pepple & Ferguson P.C.
11:40 am -12:30 pm
Lunch
12:30 -1:20 pm
Disaster Relief and Employee Assistance Funds
When disaster strikes, employers are often in the best position to help their employees weather financial storms. We will discuss various forms of Employee Assistance Funds, including Section 139 Disaster Relief Payments, and employer-Sponsored Disaster Relief Funds hosted by a community foundation or other third-party 501(c)(3) public charity sponsors.
Presented by Elizabeth A. Prendergast, Esq., Michael Best & Friedrich, LLP
1:20 -1:30 pm
Stretch Break
1:40 - 2:30 pm
Charitable Giving
You know the routine: You make a charitable contribution, and you get a charitable contribution deduction. But how well do you really know the rules related to the deductibility of charitable contributions and the many ways charitable contributions can be made? This presentation will provide an overview of Section 170 of the Internal Revenue Code, which provides the basis for the deductibility of charitable contributions and review some of the provisions of Section 170 that limit deductibility. We will also discuss some of the alternative methods for making charitable contributions, such as gifts of remainder interests, part gift/part-sale transactions, donor advised funds, private foundations, split-interest trusts (charitable remainder trusts and charitable lead trusts), and charitable gift annuities.
Presented by Merry H. Balson, Esq., Balson Faix & McVey, LLP
Registration Fees
| Non Member | $389.00 |
| CBA Member | $289.00 |
| CBA Taxation Law Section Member | $229.00 |
| CBA Business Law Section Member | $229.00 |
| New Lawyer Edge Member | $144.50 |
| Active Military | $144.50 |
| Paralegal/Legal Support Staff | $144.50 |
| Student Currently Enrolled in Law School | $0.00 |
| CLE Elite Pass Holder | $0.00 |
- General Credits: 5.00
- Ethics Credits:
- EDI Credits:
To join the CBA or add a Section to your membership click