White Paper

8 Pages
  • 8 Pages

Ongoing Compliance for Tax-Exempt Organizations

 

Having good, clear policies and procedures in place is critical for any organization and nonprofit organizations are no exception.

Congratulations, your organization is now incorporated and received its determination letter from the IRS confirming the organization’s tax-exempt status under Code Section 501(a). Many organizations believe that the hard work is now done but doing so could jeopardize the continued operations of the organization. This white paper reviews annual action items and key policies, lobbying and electioneering, and audit triggers.

Agenda

Faculty

Anita Pelletier

Anita Pelletier

Nixon Peabody LLP

Anita L. Pelletier

  • Serves as counsel in Nixon Peabody’s nonprofit practice group
  • Advises nonprofit organizations in matters relating to legal requirements and best practices in connection with governance and operational matters
  • Conducts regular seminars and workshops on nonprofit governance, issues relating to tax-exempt status, and charitable solicitations
  • Member of the National Association of College and University Attorneys (NACUA), American, New York, and Monroe County bar associations, and involved with the Greater Rochester Association of Women Attorneys
  • Received numerous awards for her commitment to pro bono service
  • Selected by peers for inclusion in The Best Lawyers in America© in the field of Nonprofit/Charities Law, has been listed since 2017
  • J.D. degree, summa cum laude, Syracuse University College of Law; M.P.A degree, Maxwell School of Public Administration; B.A. in economics, St. John Fisher College
  • Can be contacted at [email protected] or 585-263-1164

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