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Course/Product Description
Title:

Form 990 And Unrelated Business Income

SKU:WC-1023098
Date / Time: Recorded
Format: Webinar
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Description:

The IRS Form 990 must be both a complete and accurate document as well as a transparent source of information that is relied upon by potential funders, beneficiaries, the media, and the public in general.

This webinar will provide an overview of recent significant changes to the Form 990 and will explain certain important disclosure issues that the presenters repeatedly have encountered.

After this class, you will be able to identify key filing considerations and understand the underlying tax exemption principles involved. In addition, we will examine the core elements of unrelated business income and review strategies for recognizing and minimizing this tax liability.

Agenda

Form 990 - Overview

  • Determining Which Form to File
  • Summary of Recent Changes
Form 990 - Certain Key Issues
  • Governance, Management and Disclosure
  • Reporting Compensation
  • Determining Related Organizations
  • Transactions With Interested Persons
  • Public Charity Status and Public Support
Unrelated Business Income Tax (UBIT)
  • Overview
  • What Is Substantially Related Income?
  • Common UBIT Exceptions
  • Exceptions to the Exceptions
Update on Recent UBIT Rulings
You Have Unrelated Business Income; Now What?
  • Filing the Form 990-T
  • How Much Is Too Much?
  • Strategies for Managing
About The Presenters

David A. Levitt
  • Principal with Adler & Colvin
  • Practice focuses on the representation of nonprofit and tax-exempt organizations, with an emphasis on program-related investments, social enterprise, political advocacy, and nonprofit corporate governance
  • Speaks regularly on nonprofit and tax exemption legal matters
  • Has served as an adjunct professor at the University of San Francisco, teaching a nonprofit legal issues course in the College of Professional Studies
  • J.D. degree, cum laude, Harvard Law School; B.A. degree, with distinction, Cornell University
Amy A. Rodriguez
  • Associate with Adler & Colvin
  • Most recently before returning to Adler & Colvin, she served as assistant general counsel at Wayne State University in Detroit, Michigan; she advised the university in a variety of transactional, planned giving, and other matters related to the university’s exempt status
  • Also practiced as a corporate transactional associate at Cooley, LLP where she advised both emerging and public companies in a variety of matters, including financing activities, SEC reporting and compliance, and mergers and acquisitions
  • Has served as adjunct faculty in the Masters of Nonprofit Management program at the University of San Francisco, and has often lectured for nonprofit professionals and legal advisors on tax and corporate governance issues affecting exempt organizations and their donors
  • J.D. degree, University of California, Berkeley; B.A. degree, University of California


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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