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54 Slides available anytime
  • 54 Slides

Advising 501(c)(3) Tax Exempt Public Charities on Staying In Compliance

 

Walk through essential compliance regulations and identify pitfalls that can jeopardize an organization's tax-exempt status.

Many organizations lack a clear understanding of the rules and responsibilities associated with acquiring, maintaining and terminating tax-exempt status. Every year, hundreds of nonprofit organizations face swift penalties and possible revocation because of lack of knowledge concerning compliance issues. This topic will help practitioners provide practical guidance to their clients regarding rules and responsibilities governing tax-exempt organizations.

Agenda

Faculty

Debra L. Scott

Debra L. Scott

The Scott Practice, LLC

  • Lawyer and nonprofit consultant for the Atlanta-based law firm, The Scott Practice, LLC
  • She began her legal career working for a trusts and estates boutique law firm in 1995 before becoming a relationship manager for the Private Bank at Bank of America
  • As a relationship manager, she was responsible for managing Bank of America’s first donor-advised fund along with private foundation accounts and special needs trusts
  • In 2000, she established The Scott Practice, LLC where she represents clients concerning fiduciary disputes and estates and trusts matters
  • With over 20 years of experience, she introduced a new nonprofit consulting division to the firm called SP Consulting
  • Has worked with various nonprofit organizations such as The Emory Clinic and Nature Abounds
  • J.D. degree, Syracuse University College of Law; M.A. degree in public health with a concentration in health management, Emory University; bachelor’s degree in political science, University of California, Riverside

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