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Representing Nonprofits: BasicsPlus! (Recorded)

  • Training

  • 6 Hours
  • June 15, 2022
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5866175
From the basics of nonprofit formation and exemption to the ongoing challenges of nonprofit operations and raising revenue, this seminar covers all key aspects of the law of exempt organizations. The program includes real-life examples and the opportunity to have your questions answered directly by the faculty.

Lawyers serve nonprofits in many capacities - whether you are a new lawyer just entering this area of law, a seasoned attorney looking to expand into new areas of practice, in-house counsel to a nonprofit, or a member of the board of directors of a nonprofit, this seminar builds and broadens your expertise. The program also serves as a useful refresher for the more experienced practitioner.

Course Content

9:30 - 9:35 am
  • Welcome and Introduction
  • Kelly J. Guarino, Esq., Fiduciary Trust Company, Boston
  • Elka T. Sachs, Esq., Krokidas & Bluestein LLP, Boston
9:35 - 10:20 am
  • Introduction to the Nonprofit World
  • Overview, Applicable Laws, Fiscal Sponsorship, and DAFs
  • Kelly J. Guarino, Esq., Fiduciary Trust Company, Boston
10:20 - 11:05 am
  • Counseling an Organization through the Process of Obtaining Tax Exemption
  • Form 1023, Public Support, and Policies
  • Alyssa C. Fitzgerald, Esq., Goodwin Procter LLP, Boston
11:05 - 11:15 am
  • Break
11:15 - 12:15 pm: Maintaining Tax Exempt Status
  • Annual Filing Requirements, Solicitation Registration, UBTI, Lobbying, Legal Audits, and State and Local Exemptions
  • Russell J. Stein, Esq., Partridge Snow & Hahn LLP, Boston
12:15 - 1:00 pm: Lunch (on your own)
1:00 - 2:00 pm: Nonprofit Board and Membership Operations
  • Statutory Requirements and Practical Tips
  • Elka T. Sachs, Esq., Krokidas & Bluestein LLP, Boston
  • David M. Wright, Esq., BMA TenPoint, Boston
2:00 - 2:45 pm: Key Issues in Governance
  • Fiduciary Duties, Conflicts of Interest, and Executive Compensation
  • Brad Bedingfield, Esq., Hemenway & Barnes LLP, Boston
2:45 - 3:00 pm: Break
3:00 - 4:00 pm: Attorney General Oversight
  • Jonathan C. Green, Esq., Office of the Attorney General/Nonprofit Organizations/Public Charities Division, Boston
4:00 - 4:30 pm: Ask the Experts Q&A Session and Key Takeaways
  • Panel
Please Note
  • Webcasts are delivered completely online, underscoring their convenience and appeal.
  • There are no published print materials. All written materials are available electronically only.
  • They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Speaker

Kelly J. Guarino, Esq., Fiduciary Trust Company, Boston