Tax-Exempt Organizations: New Requirements & Regulations

$195.00

Re-Broadcast on July 17, 2018

CLE Credits earned: 2 GEN

This presentation will focus on different tax-exempt organizations and the current issues they face. Also addressed will be how these rules and developments impact those who donate to these organizations.

This course is co-sponsored by Wolters Kluwer.

Key topics to be discussed:

•   Types of tax-exempts
•   Current issues
•   How are donators impacted

Date / Time: July 17, 2018

•  2:00 pm – 4:00 pm Eastern
•  1:00 pm – 3:00 pm Central
•  12:00 pm – 2:00 pm Mountain
•  11:00 am – 1:00 pm Pacific

Choose a format:

•  Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•  On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

Clear

Carl Fiore, Esq. has significant experience with tax and financial matters affecting entrepreneurs, executives and other high net worth individuals. He has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning.

Carl’s primary practice areas are gift and estate planning as well as fiduciary income tax. He also has experience in federal and state income tax consulting and compliance for individuals, partnerships, fiduciaries, estates, corporations and private foundations.

Carl is a lead member of the firm’s estate planning group, which has extensive experience in serving the estate, gift, and fiduciary tax consulting and compliance needs of corporate and private trustees as well as individuals. Carl has also been published and interviewed in Trusts & Estates, The Metropolitan Corporate Counsel and The Tax Stringer, and is a frequent speaker on tax planning matters.

Before joining Andersen Tax, Carl worked in the Private Client Services practice of Arthur Andersen, and as a trusts and estates associate at Capell and Vishnick.

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Accreditation on Formats: Live Video Broadcasts, “Live” Re-Broadcasts and On-Demand CLEs

Live Video Broadcasts
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Reciprocity
Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, CO, CT, FL, GA, ME, MO, MT, ND, NH, NJ, NY, PR, SD and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

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Section I. Different types of tax-exempt organizations

Section II. Top Tax-Exempt Legal and Tax Areas Currently Under Radar

Section III. UBIT Developments

Section IV. Contributions, Fundraising, Charitable Giving and More
a) Changes to Contribution Rules and Regulations
b) New Multistate Registration and Filing Portal
c) Planned Giving Developments

Section V. New IRC Rulings and Opinions Regarding Qualification, Denial, Revocation of Tax-Exempt Status

Section VI. Current Status of Political Activity Restrictions

Section VII. It’s Election Year! Prospective Tax Reforms’ Impact on Tax-Exempts