Professional Education for Tax Professionals
Mt. Holly, NJ 08060
8:00 a.m. - 11:50 p.m.
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Earn up to 3 CPE Credits... Free!
8:00 a.m – 8:30 a.m.: Continental Breakfast
8:30 a.m. – 9:40 a.m.: Charitable Giving-Analysis of Gifting Possibilities: Benefits and Problems from the Donor’s and Donee’s Point of View
The speaker will provide an analysis of the various charitable gifting techniques available to an individual donor including the potential income and estate tax saving benefits, limitations on charitable deductions both for income and estate tax purposes and restrictions on types of property that can be gifted as well as the problems that may arise for the charitable recipient.
Presenter: Michael S. Goodman, Esq., Fox Rothschild LLP
9:40 a.m. - 9:55 a.m.: Break
9:55 a.m. - 10:45 a.m.: The “Not So New” Form 990: An Analysis of its Hybrid Role in Disclosure of Financial, Tax, and Corporate Compliance Issues
Understanding the form 990 is complex even for the most seasoned professionals. For the lay charitable Board member, that complexity can be downright intimidating. How can CPAs help bridge the gap, whether as professionals or Board members? The speaker will discuss the Form 990 in detail and provide guidance to the CPA so that they may fulfill their role in the Form 990 process.
Presenter: Michael J. Kline, Esq. , Fox Rothschild LLP
10:45 a.m. - 11:00 a.m.: Break
11:00 a.m. - 11:50 a.m.: The ABC's and 123's of Code Section 501(c)(3) Organizations: Everything You Want To Know But Have Been Afraid To Ask
The speaker will discuss the difference between nonprofit corporations and exempt organizations, will discuss why it is advantageous to qualify as a Code Section 501(c)(3) organization, will discuss the disadvantages of Code 501(c)(3) status, will explain how to obtain a Code Section 501(c)(3) exemption, will discuss the limitations, restrictions and prohibitions applicable to Code Section 501(c)(3) organizations (private inurement rules, private benefit rules, lobbying rules, political campaigning rules, etc.) and will provide an overview of private foundations, public charities and supporting organizations.
Presenter: Richard S. Caputo, Esq., Fox Rothschild LLP
Program Moderator: Ian D. Meklinsky, Esq., Fox Rothschild LLP