Don't wait for an audit! Learn what nonprofit practitioners, board members and staff need to know to proactively preserve exempt status.
This program will focus on the current IRS (and congressional) areas of interest in evolving changes in the not for profit industry. You will learn what nonprofit practitioners, board members and staff need to know to proactively preserve exempt status - don't wait for an audit! Learn how to use practical proactive planning to preserve exempt status.
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Why Lorman?
Over 37 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
TEGE Organization/Org Chart etc. - Name Change
2019 TEGE Program Letter
2018-2019 IRS Priority Guidance
Forms 1023 and 1023 EZ
§501(c)(4)
Auto Revocation
IRS.gov
Tax Cuts and Jobs Act (TCJA)
IRS Audits
Partnership Audit Regime
Investment Partnerships
Donor Advised Funds (DAF)
Investing - Endowments
New Paradigm of Charity
Enforceable Pledges and Naming Rights
Crowdfunding and State Regulation
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Why Lorman?
Over 37 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
OnDemand Course
This course was last revised on February 27, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 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
Michael D. Glass
Tax Exempt Advisory Services, LLC
- Recently retired after a 31-year career with the Internal Revenue Service (IRS); in June 2018 he started a consulting firm Tax Exempt Advisory Services, LLC and serves as the president who is officially recognized by the IRS as an enrolled agent
- Has significant experience in the navigation of the IRS examination process as a field agent, training, managing and leading other agents and managers who are now responsible for conducting field examinations for the IRS
- Was the subject matter expert for areas including unrelated business income, colleges and universities, hospitals and ACA IRC 501(r) for the TE/GE Division; also served as a member of the IRS Speakers Bureau between 1990-2018
- Received the TEGE Head Office Award for creating and implementing a future state initiative project, 2018; received the Marvin C. Gutter Outstanding Public Service Award from the Florida Bar Association, 2017
- Appointed as trustee and board member for the Coral Springs Community Chest, Inc. the city’s 501(c)(3), November 2018
- B.S. degree in business studies, State University of New York College of Buffalo; completed studies in accounting to become a CPA candidate, Nova Southeastern University
Henry H. Raattama, Jr.
Akerman LLP
- Partner at Akerman LLP
- Focuses on nonprofit organizations, higher education institutions, individuals, and families in complex tax, estate, and business planning matters
- Chambers USA describes him as a leading nonprofit expert and notes his tremendous reputation
- Frequent lecturer and author on tax matters and has been an adjunct professor in the Tax Master’s Program at the University of Miami College of Law
- Member of the American College of Tax Counsel and The Florida Bar, where he is a past chair of its Tax Section and Tax Certification Committee
- Active in the bar and community, he is a recipient of the Gerald T. Hart Outstanding Florida Tax Attorney, the James W. McLamore Miami-Dade County Volunteer of the Year Award, and Outstanding Professional Advisor, Miami-Dade County, Florida
- Active member of the nonprofit community, having counseled many nonprofit organizations over the years and is involved with many charitable programs; he founded, and is currently a co-chair, of PhilanthropyMiami, whose participants include most of the nonprofit community in Miami Dade County
- In addition to Chambers USA, he is a board certified tax lawyer by The Florida Bar Board of Legal Specialization and Education and recognized by Florida Trend as a legal elite tax attorney, The Best Lawyers in America, and other publications
- LL.M. degree, New York University School of Law; J.D. degree, University of Florida Levin College of Law; B.S. degree, University of Florida; B.A. degree, University of Florida
Michael W. Rachael
EOTC
- Currently operates Exempt Organizations Tax Controversy (EOTC) as a consulting service
- Was a manager in the Tax-Exempt Organizations National Tax Practice located in Ernst & Young’s (EY) Atlanta Office; he joined EY in May, 2005 and retired on June 30, 2015
- 37 years of Federal service (34 years in the Internal Revenue Service and 3 years in the U. S. Army)
- During his IRS employment he worked in the Examination Division (now SB/SE) and EP/EO (now TE/GE) as a revenue agent, supervisory revenue agent, senior regional analyst, chief, technical staff, and branch chief (now area manager)
- Has extensive knowledge and experience with the Service’s compliance programs in the exempt organizations function from both a pre-filing (application/determination) and post-filing (examination) perspective
- Had significant experience with customer education and outreach activities at the Service in making presentations on EO tax law administration and current issues of importance to outside stakeholders
- Associate member of the Georgia Society of CPA’s and registered with IRS as an enrolled agent
- B.B.A. degree with an accounting major, Armstrong State University (now Armstrong Campus – Georgia Southern University)
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Why Lorman?
Over 37 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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- Course Manuals
- Executive Reports
- White Papers and Articles
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- State Specific Credit Tracker
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