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Tax-Exempt Organizations in Missouri

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 Missouri regulations. Order 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 •Find out what you need to know to keep your 501(c)(3) status •Stay abreast of the latest fraud concerns facing tax-exempts today •Learn how to handle nonprofit joint ventures with confidence •Get up to speed on trends in nonprofit retirement plan and design •Get answers to your toughest questions about unrelated business income
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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

Holistic Overview of the Components in an ERM System
— Janet T. Ramey, CPA
  • What Is It and Why Is It Important?
  • The Organizational Segments Considered
  • ERM Framework Components and Approach
  • Critical Success Factors
  • Attendee Exercise
Internal Revenue Service Examination of Section 501(c)(3) Charitable Organizations
— Robert Lewis Jackson. Esq.
  • Working With the Internal Revenue Service Agent
  • Internal Revenue Service Appeals Office
  • Litigation
Best Practices – IRS Guidelines
— Mary Jane Pieroni, CPA, CFE
  • Industry Perspectives
  • IRS Plans for 2013
Tax-Exempt Challenges and Issues
— Mary Jane Pieroni, CPA, CFE
  • Inurement and Intermediate Sanctions
  • UBI – Issues and Answers
  • Joint Ventures
  • Debt Financing
  • Lobbying and Proxy Tax
Deterring Fraud in Nonprofits
— Mary Jane Pieroni, CPA, CFE
  • Definitions of Fraud
  • Characteristics of Fraud
  • Top 10 Ways to Deter Fraud
Employee Retirement Benefits of Tax-Exempt Organizations
— David R. Weaver, Esq.
  • Considerations in Providing Employee Retirement Benefits
  • I Have an Existing 403(b) Plan: What Do I Do With It?
  • Should I Worry About ERISA?
  • Plan Design Alternatives and Opportunities
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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

Mary Jane Pieroni, CPA, CFE – Moderator

Anders CPAs + Advisors

  • Audit manager for Huber, Ring, Helm & Co., P.C., with more than 25 years of experience
  • Assists clients and other not-for-profit and governmental entities with setting strategic direction, board development, creating budgeting processes, improving financial reporting systems, and evaluating and maintaining not-for-profit tax status
  • Past president, St. Louis Chapter, Association of Certified Fraud Examiners
  • Recipient of the Woman to Watch Award of the Missouri Society of CPAs
  • M.B.A. degree, Kellogg School of Management; B.S. degree in journalism, Medill School of Journalism at Northwestern University
  • Can be contacted at 314-962-0300 or [email protected]

Robert Lewis Jackson, Esq.

Robert Lewis Jackson, P.C.

  • Attorney with Armstrong Teasdale LLP; senior member of the Tax Law Department
  • Experience encompasses a broad range of tax law, including IRS practice and procedure, corporate taxation, tax accounting, employee benefits, employment taxes, exempt organizations, individual taxation, and state and local taxation
  • Listed in The Best Lawyers in America (tax) for 15 years
  • LL.B. degree, Yale Law School; LL.M. degree in taxation, New York University; B.A. degree, Yale College
  • Can be contacted at 314-302-2822 or [email protected]

Janet T. Ramey, CPA

Brown Smith Wallace LLC

  • Principal of audit services with Brown Smith Wallace LLC
  • Team leader for Not-for-Profit Practice with more than 20 years of experience
  • Services include audit, systems implementation, controllership consulting, financial statement analysis, financial reporting and training
  • B.S. degree in accounting, University of Alabama at Birmingham
  • Can be contacted at 636-754-0231 or [email protected]

David R. Weaver, Esq.

Edward Jones

  • Advanced planning attorney for the Edward Jones, Retirement Plan Marketing Department
  • Assists financial advisors who are helping individuals and businesses with retirement planning, business planning and financial planning needs
  • Frequently presents to financial advisors, CPAs, attorneys and clients, both in person and through the Edward Jones satellite television network
  • 13 years of ERISA and tax practice before joining Edward Jones
  • J.D. degree, University of Missouri-Columbia School of Law; B.A. degree in biological sciences, University of Missouri-Columbia
  • Can be contacted at 314-515-6489 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!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 390825
Published 2013
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