29th Annual Institute on Advising Nonprofit Organizations in Colorado Out of Stock
Co-sponsored by the Business and Taxation Law Sections of the Colorado Bar Association, the Colorado
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Co-sponsored by the Business and Taxation Law Sections of the Colorado Bar Association, the Colorado Nonprofit Association, and the Colorado Society of Association Executives.
Looking for a deeper dive into issues that impact Colorado nonprofit organizations? Experts will guide you through recent tax developments pertinent to tax-exempt organizations and tax-exempt bond essentials. This program will also delve into the Attorney General’s oversight of charitable organizations and use of charitable assets, the successful creation of nonprofit chapters and affiliates, and Section 501 (c)(6) organizations.
- Updated annually for the most current information
- Zero in on important issues, new legal
developments, and exposure to new liabilities
- Guidance for advising your nonprofit clients, practical tips, best
practices, and strategies.
A Primer on Advising Nonprofit Organizations in Colorado | September 16
Before you take this deeper dive, dip your toe in the nonprofit pool. Brush up on basic nonprofit law knowledge and skills. Pre-order the home study now!
Please note that home studies will be available approximately 2-3 weeks after the date of the live program.
9:00– 9:05am
Introductions and Welcome
Extended by John R. Valentine, Esq., Balson Faix & McVey LLP, Centennial, CO
9:05 – 9:55am
Annual Tax Update
2020 has been a year of great change, and the nonprofit tax world has been impacted in many ways. There are a number of relevant updates that will be covered during the presentation, including the issuance of proposed regulations in several areas, new Form 990 disclosure changes, and CARES Act/PPP issues.
Presented by Kim Ryan, JD, CPA, LL.M, RubinBrown, Denver, CO
10:00 – 10:50am
Overview of Tax-Exempt Bonds
Presented by Fred H. Marienthal III, Esq., Kutak Rock LLP, Denver, CO
10:55 – 11:45am
The Role of the Attorney General in Overseeing Charitable Organizations and the Use of Charitable Assets
Presented by John Feeney-Coyle, Esq., Senior Assistant Attorney General, Consumer Protection Section, Colorado Attorney General’s Office, 1300 Broadway, 7th Floor, Denver, Colorado 80203,720. 508.6000 Main,
720. 508.6232 Direct
11:45am – 12:30pm
Lunch Break
12:30 – 1:20pm
Considerations When Scaling a Nonprofit at the Local and International Level
Nonprofits often rely on organizing at the local level to carry out their mission. How does a nonprofit seeking to use chapters and affiliates to scale its mission driven work address the tension between control and autonomy? This presentation will discuss the various legal issues, risk management considerations, and strategies for successful creation of nonprofit chapters and affiliates to organize at the local and international level.
Presented by Dan Stiles, Esq., Stiles.Legal, Boulder, CO |Washington, D.C.
1:25 – 2:15pm
501(c)(6) Business Leagues and Professional Associations – What Are They and Why Do They Matter?
The Internal Revenue Code 501(c)(6) designation includes membership-based organizations that promote the business interests of their members, such as professional and trade associations and chambers of commerce. Although less well known than 501(c)(3) charitable organizations, 501(c)(6) organizations (or as the IRS prefers, “business leagues”) play a major role in the tax-exempt landscape. Almost every trade or profession has a membership organization, and almost every municipality has a chamber of commerce. Despite many similarities, business leagues are very different from 501(c)(3) organizations and face unique legal issues, including tax, anti-trust, advocacy activities, and member discipline.
Presented by Cara B. Lawrence, Esq., Tierney Lawrence LLC, Denver, CO
2:15 – 2:30pm
Interactive Discussion, Questions and Answers and Wrap Up
Members of the Faculty
2:30pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $369.00 USD
- Member Price $289.00 USD
- General Credits 5.00
- Ethics Credits
- EDI Credits