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Tax-Exempt Organizations in Georgia

Tax-exempt organizations are under increasing scrutiny - are you following the rules? Purchase these reference materials and stay abreast of the issues confronted by tax-exempt organizations. These reference materials will provide practical answers to your most pressing questions about Georgia regulations. Purchase these reference materials today and get an inside look at how to respond to confusing issues confronting tax-exempt organizations today. Take advantage of this opportunity to make sure you stay current and stay out of trouble. Benefits for You •Improve your accuracy and efficiency, and stay audit-ready •Find your way through the maze of nonprofit benefits issues •Learn best practices for family foundations •Get answers to your toughest questions about the dissolution and reorganization of nonprofits
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

If Only You Were Exempt From Audit
— David D. Aughtry
  • Handling the Audit and Beyond
  • Disqualified Person Issues
    • Valuation/Reasonable Compensation
    • Intermediate Sanctions
  • Political Activities
Current Hot Benefits Issues in 403(b) Plans for Tax-Exempt Employers
— Ilene H. Ferenczy, J.D., CPC, APA
  • Terminating 403(b) Plans
  • Recent Guidance Regarding Non-ERISA Plans
  • 403(b) Plans and Fee Disclosure
Donor Intent Planning
— Elizabeth R. Snyder
  • Review of Donor Intent Trends and Current Disputes
  • Growth in Grant Contracts and Gift Agreements
  • The Evolution in Donor Involvement
Models for Sustainability and Social Enterprise
— Elizabeth R. Snyder and Jeff D. Woodward
  • B-Corporations - Current Legislation
  • For-Profit and Nonprofit Sustainability Models
  • PRI's and MRI's as a Alternatives to Grant Funding
Nonprofit Dissolutions, Reorganizations and Other Structural Issues
— Erica L. Opitz
  • Mechanics of Corporate Dissolution
  • Options for Assuming Assets and/or Operations of Other Nonprofit Organizations
  • Domestication of Foreign Nonprofits
  • Partnerships and Joint Ventures With Nonprofit and for Profit Entities
  • Structuring Local Chapters and Affiliates
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Online Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Elizabeth Snyder – Moderator

Diversified Trust Company, Inc

Elizabeth R. Snyder

  • Principal in the Atlanta office of Diversified Trust, an employee-owned comprehensive wealth management firm with offices in Atlanta, Greensboro, Memphis and Nashville
  • Relationship manager for clients including individuals, multi-generational families, foundations, endowments and retirement plans
  • Leads the marketing and communications team for the firm
  • Former national director of philanthropy and a senior member of the wealth advisory practice for GenSpring Family Offices
  • National speaker and writer on family office management and philanthropy including presentations for Family Office Exchange (FOX), the Institute for Private Investors (IPI), the Private Wealth Management Summit and Private Wealth Magazine
  • M.B.A. degree, Georgia State University; B.A. degree, Emory University
  • Can be contacted at 770-226-5333 or [email protected]

David D. Aughtry

Chamberlain, Hrdlicka, White, Williams & Aughtry

  • Managing partner in the Atlanta office of Chamberlain, Hrdlicka, White, Williams and Aughtry
  • Focuses on civil and criminal tax controversy
  • Taught tax controversy as an adjunct professor in the Emory University Master in Taxation Program
  • Trustee and former president of Southern Federal Tax Institute; International Society of Barristers, Fellow
  • Instructor for the National Institute of Trial Advocates in its program on “Litigating before the United States Tax Court”
  • Argued and won a federal estate tax case in the United States Supreme Court that was handed down in 1997, argued and won the first intermediate sanction case in the country; and has defended a number of high visibility exempt organizations
  • M.Accy. and J.D. degrees, University of South Carolina; LL.M. degree in taxation, Emory University; B.A. degree in English, The Citadel
  • Can be contacted at 404-659-1410 or [email protected]

Ilene H. Ferenczy

Ferenczy + Paul LLP

Ilene H. Ferenczy, J.D., CPC, APA

  • Managing partner of Ferenczy + Paul LLP, an employee benefits law firm with offices in Atlanta, Georgia and Sacramento, California
  • Advises clients on employee benefit plans
  • Certified pension consultant from the American Society of Pension Professionals and Actuaries and accredited pension administrator from the National Institute of Pension Administrators
  • Nationally known speaker on benefits issues, and has written more than 70 articles for publications such as the Journal of Pension Benefits, the Journal of Taxation of Employee Benefits and The ASPPA Journal
  • The 12th edition of her book, Employee Benefits in Mergers and Acquisitions, an Aspen publication, was released in the fall of 2011
  • Wrote three textbooks about defined contribution plans currently being used for ASPPA’s education and examination program, and The Plan Termination Answer Book, now in its fourth edition
  • Adjunct professor in the College of Law at Georgia State University in Atlanta, Georgia, and on the Employee Benefits Advisory Board of the John Marshall Law School Center for Tax Law and Employee Benefits in Chicago, Illinois
  • First female co-chair of ASPPA’s Government Affairs Committee
  • Recipient of ASPPA’s Educator of the Year Award, 2007
  • Inducted as a Fellow into the American College of Employee Benefits Counsel, 2012
  • Can be contacted at 678-399-6602 or [email protected]

Erica L. Opitz

Chamberlain, Hrdlicka, White, Williams & Aughtry

Attorney in the corporate and securities section of the Atlanta office of Chamberlain, Hrdlicka, White, Williams & Aughtry

Primarily focuses on general corporate law, mergers and acquisitions, and private placement securities transactions

Administrative editor, Mercer Law Review, 2009 to 2010; advisory board member, Pro Bono Partnership of Atlanta; Member of American Bar Association, State Bar of Georgia, and Atlanta Bar Association

J.D. degree, cum laude, Mercer University Walter F. George School of Law; B.A. degree, cum laude, Binghamton University

Can be contacted at 404-659-1410 or [email protected]

Jeff D. Woodward

Taylor English Duma LLP

  • Partner with Taylor English Duma LLP
  • Represents start-up and second stage entrepreneurs, social enterprises, and impact investors in scalable nonprofit and for-profit structures
  • Can be contacted at 678-336-7202 or [email protected]
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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  • State Specific Credit Tracker
  • Members Only Newsletter
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 390804
Published 2013
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