Continuing Legal Education courses for Attorneys
Online CLE courses, cle courses, cle state bar courses
You are viewing courses for Washington. Select a Different State.
View WA Accreditation Info

Tax-Exempt Organizations

SKU: TAX600
General Credits
6.25
Price$235
  • Online Access
  • Smartphone
  • iPad/iPod/Tablets
  • CDs/DVDs
Share |

Description

With the increased scrutiny by the Internal Revenue Service and ever-complicated corporate and tax issues, successfully operating a tax-exempt charitable corporation in California is more complex than ever.

This informative CLE course will provide an overview of a wide range of issues to consider including:

  • Handling nonprofit governance issues with confidence
  • Maintaining your 501(c)(3) status
  • The distinction between private foundations and public charities
  • An overview of charities and lobbying
  • IRS Form 990 changes made in 2008
  • A review of issues regarding unrelated business income

Lecturer Bios

Rosemary E. Fei, Esq.

  • Principal at the law firm of Adler & Colvin
  • Practice spans the full range of nonprofit and tax-exempt legal issues, with emphasis on political advocacy issues and nonprofit corporate governance
  • Guest lectured or taught courses on topics related to areas of expertise
  • Board of directors of The Conservation Campaign
  • J.D. degree, cum laude, Harvard Law School
  • Undergraduate degree, summa cum laude, The Wharton School of the University of Pennsylvania

Eric K. Gorovitz, Esq.

• Attorney at the law firm of Adler & Colvin
• Experience in lobbying, legislative drafting, policy development and media advocacy
• Helped nonprofits and foundations across the country to understand the federal tax rules governing their advocacy activities
• J.D. degree, Georgetown University Law Center
• M.P.H. degree, Johns Hopkins School of Public Health
• B.A. degree, Cornell University

Nancy E. McGlamery, Esq.

• Attorney at the law firm of Adler & Colvin
• Currently serves as secretary of the Nonprofit and Unincorporated Associations Committee of the Business Law Section of the State Bar of California
• Taught in the Masters of Nonprofit Management Program at the University of San Francisco
• J.D. degree, New York University
• B.A. degree in English Literature, Swarthmore College

Carole J. Bozzelli

• Senior tax manager at Moss Adams LLP
• 13 years of experience serving nonprofit institutions assisting with required annual filings, applications for exempt status, unrelated business income tax and employment tax
• Member of the American Institute of Certified Public Accountants as well as the California Society of Certified Public Accountants
• Master’s studies in public administration, College of Urban and Public Affairs at the University of New Orleans
• B.S. degree in accounting, Binghamton University
• Can be reached at carole.bozzelli@mossadams.com

Stephanie L. Petit, Esq.

• Principal at the law firm of Adler & Colvin
• Practice focuses on tax issues affecting public charities and private foundations, and corporate governance matters
• Teaches continuing legal education classes and speaks on nonprofit law
• Served as an adjunct faculty member at the University of San Francisco’s Institute for Nonprofit Organization Management
• Written several publications relating to areas of expertise
• J.D. degree, University of California at Berkeley (Boalt Hall)
• A.B. degree, cum laude, Princeton University



States where Nacle.com Offers Online, CD-ROM & Audio CD CLE (Continuing Legal Education):
Arizona CLE | California MCLE | Colorado CLE | Connecticut CLE | Florida CLE | Georgia CLE | Illinois MCLE | Missouri CLE | New Jersey CLE | Nevada CLE | New York CLE | Oregon CLE | Pennsylvania CLE | Tennessee CLE | Texas CLE | Virginia CLE | Washington CLE | Wisconsin CLE | Online CLE Courses | Live CLE Calendar | How To | Teach at the Academy | F.A.Q.
Hardship Policy | Terms And Conditions | Contact Us | Account Login | Unlimited CLE | Sitemap | Click for Sample Account
Copyright © 2000 - 2012 National Academy of Continuing Legal Education. All Rights Reserved.