Protecting Tax-Exempt Status with Smart 990 Filings

Alyssa M. Gross
Alyssa M. Gross | William C. Moran & Associates, P.C.

Alyssa Gross is an associate attorney at William C. Moran & Associates, PC, where she has practiced for six years.

On-Demand: November 30, 2023

This class is included in the Federal Bar Association CLE Pass

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MCLE Credit Information:

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2 hour CLE
Tuition: $195.00
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Program Summary

This seminar will discuss how the form 990 can be used to advance the cause and mission of an organization, and conversely, how some 990 mistakes can derail the organization by triggering an audit. Topics will include how to utilize the Schedule O and other narrative questions to highlight the organization’s accomplishments, how to check for internal consistency, and will examine the definitions of some key words and phrases used in the 990 to correctly answer operational questions.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • The 990 as an information return
  • Internal consistency in the 990
  • Often misunderstood definitions

Date / Time: November 30, 2023

Closed-captioning available

Speakers

Alyssa Gross_William C. Moran & Associates, PC_FedBarAlyssa M. Gross | William C. Moran & Associates, P.C.

Alyssa Gross is an associate attorney at William C. Moran & Associates, PC, where she has practiced for six years. Prior to private practice, Alyssa was in-house counsel at a Buffalo-area nonprofit for 8 years. She has a Bachelor’s Degree in Criminal Justice from the University at Albany, and a Juris Doctor degree from the University at Buffalo Law School.

Her practice focuses on corporate and nonprofit law, advising both types of entities throughout their life cycle from start up through operation to transition or sale, including commercial real estate matters, employee issues, obtaining tax exempt status for nonprofits, and purchase and sale of business entities.

Alyssa is a Cub Scout and Boy Scout leader. She serves as Chairman of the Board for The Teacher’s Desk, and is on the board of directors of Lockport CARES, and for Kingdom Bound Ministries, all in the Western New York area. She is also a Director Consultant for Business Network International (BNI) in Western New York, and is a black belt in taekwondo.

Agenda

I. The 990 as an information return | 10:00am – 10:30am

II. Internal consistency in the 990 | 10:30am – 11:00am

Break | 11:00am – 11:10am

III. Often misunderstood definitions | 11:10am – 12:10am

Preview
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