Fletcher Tilton is pleased to share this valuable webinar series featuring Attorney Michael Duffy, an expert in nonprofit and tax law. Whether you attend in person (breakfast provided!) or join virtually, these sessions offer essential insights for professionals working with nonprofit organizations and tax planning.
NAVIGATING PRIVATE FOUNDATIONS: CLASSIFICATION AND COMPLIANCE
Date: May 14, 2025 | 9:00 AM – 10:30 AM Eastern Time Location: 100 Front Street, 19th Floor (in-person breakfast available) and Webinar Presenter: Michael Duffy (All are welcome) **CPA’S EARN 2 CE CREDITS**
This comprehensive session covers:
- Origins of private foundations under Section 501(c)(3)
- Review of excise taxes and regulatory burdens
- Detailed analysis of public charity vs. private foundation classification
- Strategies to avoid inadvertent reclassification
MASTERING LOSS UTILIZATION UNDER CURRENT TAX LAW
Date: June 4, 2025 | 12:00 PM – 1:30 PM Eastern Time Location: 100 Front Street, 19th Floor (in-person lunch available) and Webinar Presenter: Michael Duffy (All are welcome) **CPA’S EARN 2 CE CREDITS**
Join us for an in-depth exploration of:
- Net operating losses
- Excess business losses
- Capital losses
- Passive-activity and at-risk limitation losses
IDENTIFYING CONFLICTS OF INTEREST IN NONPROFIT TRANSACTIONS
Date: June 18, 2025 | 9:00 AM – 10:30 AM Eastern Time Location: Webinar Only Presenters: Michael Duffy and Rosemary Tootell (Tango members and non-profit organizations welcome)
This essential session covers:
- Defining conflicts of interest in the nonprofit context
- Procedures for managing conflicts in board decision-making
- Inurement and private interest doctrines for 501(c)(3) organizations
- IRS penalties for improper transactions
- Compliance with IRS conflict of interest standards
Learn more about he June 18th session here.
Space is limited for in-person attendance. Register now to secure your spot! #ProfessionalDevelopment #NonprofitLaw #TaxLaw #ContinuingEducation