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Thursday, September 19, 2024 Live Webcast

Nonprofit Interest Group Meeting and Technical Session (E2409088)

9:00 AM - 11:00 AM EDT

Registration: 9:00 AM EDT

webcast

Zoom

1.5 CPE Credits in AA

OVERVIEW

Join Laura Solomon, Esq, an expert in forming and representing charitable organizations, for an interactive and practical session designed to help you understand, evaluate, and effectively implement the right form of nonprofit collaboration for your organization.

DESIGNED FOR

CPAs and accountants in the nonprofit sector

BENEFITS

Charities and other nonprofits are increasingly entering into different forms of affiliations and collaborations, including memos of understandings, mergers and joint ventures. Some collaborations are triggered by financial crisis or succession problems. Others are initiated for strategic reasons, or at the urging of a key funder. Too often, nonprofits lack competent counsel to guide them through the process of evaluating, structuring and implementing the right form of affiliation to further their charitable mission in compliance with all federal and state laws and regulations.

HIGHLIGHTS

Ms. Solomon will address:

  • Trends and resources locally and nationally
  • Options, pros, and cons of each form of collaboration
  • Practical advice
  • Tax, accounting, and liability considerations and pitfalls
  • Regulatory oversight by the attorneys general and court
  • COURSE LEVEL

    Basic

    PREREQUISITES

    None

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    Laura Solomon

    Laura Solomon, Esq.

    Founder

    Laura Solomon & Associates

    Laura N. Solomon, Esq. is the founder of Laura Solomon & Associates.  LS&A is a law firm devoted to the representation of nonprofit, charitable, and other tax-exempt organizations and philanthropic planning for individuals.  Ms. Solomon and her associates serve as outside, general counsel to hundreds of organizations, providing a full range of corporate and tax legal services that include representation for mergers, joint ventures, affiliations, and complex financings.  LS&A clients include public charities and private foundations, community foundations, museums, hospitals, schools, religious groups, business, environmental, animal welfare, amateur sports organizations, social clubs, and political action committees.  These organizations range in size from small start-up organizations to large health systems and multi-national charities that conduct international grant making.

    Ms. Solomon currently serves as a United States delegate to the Financial Action Task Force, is a member of the Charity Working Group of the U.S. Treasury Department and the Tax-Exempt Organizations Subcommittee of the American Bar Association, is a member of the Charitable Organizations Committee of the Pennsylvania Bar Association, a Planner of Endowment, Foundation, and Philanthropy Conference of the Philadelphia CFA Society and a Faculty member of the Nonprofit Institute of the Pennsylvania Bar Institute.  She is a Wexner Heritage Program Fellow and is quoted frequently in the media and lectures often nationally and internationally for lawyers, accountants, and other professional and community groups on issues impacting the charitable sector and philanthropic individuals.  Ms. Solomon also lectures at the LaSalle University Nonprofit Center, the University of Pennsylvania, and Villanova, Drexel, and Temple Universities.

    Prior to starting her firm, Ms. Solomon was associated with Ballard Spahr Andrews & Ingersoll, LLP.  She is a member of the Bar Associations of New Jersey and Pennsylvania and received her B.A., magna cum laude, from Tufts University and her J.D. from the University of Pennsylvania.  You can find more information about her practice along with links to helpful information on nonprofits at her website: www.LauraSolomonEsq.com.

    PRICING

    Only Nonprofit Interest Group members can attend this event.
    Click here to join the interest group.
    Free Event
    Pre-Registration Closed

    Online pre-registration for this event is now closed.

    ADDITIONAL OPTIONS

    Print a registration form

    COURSE DEVELOPER

    Nonprofit Interest Group