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Tax-Exempt Organizations in New Hampshire

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. Get your questions answered by our panel of seasoned attorneys as well as the current Director of Charitable Trusts. They will provide practical solutions to your most pressing issues about New Hampshire 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 •Find out what you need to know to keep your 501(c)(3) status •Get up to speed on recent tax and legal developments •Stay abreast of the latest issues including donor control and donor intent •Get answers to your toughest questions from the Director of Charitable Trusts
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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

Lifecycle of New Hampshire Nonprofits
— Bradford E. Cook
  • Forms of Organization
  • Governing Instruments
  • Organizational Maintenance
  • Dissolution
  • NH RSA 7:10-a Compliance
Obtaining and Maintaining Federal Tax-Exempt Status
(Break 10:30 am – 10:40 am)
— Jeanne M. Schuster
  • Code Section 501(c)(3) – Public Charities and Private Foundations
  • Other Classifications of Exempt Organizations Under 501(c)(3)
  • Application Process
  • Annual Reporting Process
    • Form 990
  • Other Recent Issues
Recent Developments in Tax Issues for Exempt Organizations
— Jeanne M. Schuster
Update and Emerging Issues from the Director of Charitable Trusts
— Anthony I. Blenkinsop
  • Role of the Director of Charitable Trusts
  • Conflict of Interest Policy
  • Recent Cases
  • Emerging Issues
Current Issues in Charitable Giving
(Break 3:20 pm – 3:30 pm)
— Todd D. Mayo
  • Recent Tax Developments
  • Appraisals and Other Contribution Substantiation Issues
  • Recent Cases Involving Donor Control and Donor Intent
  • UPMIFA and Endowments
Panel Discussion of Current Issues
— Bradford E. Cook, Anthony I. Blenkinsop, Todd D. Mayo and Jeanne M. Schuster
  • Recent New Hampshire Cases
  • Legislative Developments
  • Mergers of New Hampshire Nonprofits to Avoid Proliferation
  • Nonprofit Executive Compensation
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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

No photo available

Todd D. Mayo – Moderator

Perspecta Trust LLC

  • Principal with Perspecta Trust
  • Works with families and individuals on wealth and trust strategies
  • Frequent speaker and has numerous publications on estate planning, charitable gift planning, and other tax issues
  • LL.M. degree, University of Florida College of Law; J.D. degree, University of California, Hastings College of the Law; B.A. degree, Georgetown University
  • Can be contacted at 603-929-2671 or [email protected]
No photo available

Anthony I. Blenkinsop

State of New Hampshire

  • Director of Charitable Trusts for the State of New Hampshire
  • Responsible for overseeing the protection of the public’s interest in the property and assets committed to charitable purposes through effective representation of all charities, education and enforcement of the state’s charitable trust laws
  • J.D. degree, Suffolk University Law School
  • Can be contacted at 603-271-3591 or [email protected]
No photo available

Bradford E. Cook

Sheehan Phinney Bass + Green, PA

  • Shareholder with Sheehan Phinney Bass + Green PA
  • Past president of the Estate Planning and Probate, Government Relations and Not-for-Profit Organizations Practice Groups
  • Represents for-profit and not-for-profit clients before the New Hampshire Legislature
  • Writer of a regular column, "Cook on Concord," in New Hampshire Business Review
  • Recognized by The Best Lawyers in America for trusts and estates, as well as nonprofit and charities
  • J.D. degree, Cornell Law School; B.A. degree, summa cum laude, Phi Beta Kappa, University of New Hampshire
  • Can be contacted at 603-627-8110 or [email protected]
Jeanne M. Schuster

Jeanne M. Schuster

Ernst & Young

  • Executive director at Ernst & Young, concentrating in tax-exempt organizations
  • Experience with tax-exempt organizations includes representation during IRS and state audits, including IRS Team examinations, mergers and reorganizations of exempt and taxable corporations, applications for exempt status, unrelated business income tax, employment tax, information reporting and sales tax issues
  • LL.M. degree, Boston University School of Law; J.D. degree, New England School of Law; B.A. degree in accounting, Bentley College
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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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Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
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Product ID: 383568
Published 2013
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