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Course Details

Executive Compensation Issues For Nonprofit Organizations

Webinar: ID# 1020360
Recorded CD
Qty:
About This Course:
The IRS and many state attorney generals have increasingly questioned the compensation packages of many tax-exempt entities in light of their special tax status.

Are these organizations using public assets in the best possible way to fulfill the charitable missions?

This webinar helps you understand the basic concepts and to establish policies and procedures to identify the applicable individuals subject to these rules and regulations.

The course also explains the method required for analyzing key components inherit in a compensation study to create a "rebuttable presumption of reasonableness".

Failing to have a proper compensation study under the safe harbor rules under Section 4958 of the Internal Revenue Code will subject the organization and applicable individuals to substantial penalties. It has often led to loss of goodwill among donors and constituents as well as increased scrutiny from IRS and state officials.

Agenda

Intermediate Sanctions Overview
  • History
  • Current State of Events
  • Basic Principles
How to Protect Your Executives and Board Members From Personal Liability
  • Policies and Procedures
  • Rebuttable Presumption
  • Legal Issues and Penalties
Form 990 Disclosures, Criteria and Case Studies
  • Form 990 Disclosures
  • Criteria and Considerations
  • IRS and Actual Case Studies
About The Presenter

Joe Giso, CPA, MST
  • Managing director at CBIZ Tofias in Boston, Massachusetts
  • Head of CBIZ, Inc. National NFP Tax Technical Community
  • Member of the NFP Tax Group and the firm’s Not-for-Profit and Education Practice
  • Former senior tax director in the Boston office of McGladrey
  • Provides tax consulting services dedicated to improving the accountability and efficiency of tax-exempt organizations and consulting in intermediate sanctions, lobbying, unrelated business income, website reviews, charitable solicitations and foreign reporting requirements
  • Consulted Harvard Management Company, Inc.; Museum of Fine Arts; Museum of Science; University of New England; Lowell General Hospital; Grand Lodge of Masons in Massachusetts; Lasell College; American Public Television; Massachusetts Society for the Prevention of Cruelty to Animals; St. Joseph’s College of Maine; National Fire Protection Association; Pathfinder International; The Home for Little Wanderers; Buckingham, Brown & Nichols School; and New England Aquarium Corporation
  • Professional affiliations include the American Institute of Certified Public Accountants and the Massachusetts Society of CPAs
  • Certified public accountant
  • M.S.T. degree, Bentley College; B.A. degree in accounting, Suffolk University
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Executive Compensation Issues For Nonprofit Organizations
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