Nonprofit Legal Workshop: Top Legal Compliance Issues

We are excited to partner with Virginia Howard and Sharla Klingel, attorneys with Monterey County law firm Virginia E. Howard to bring you a virtual session on the top legal compliance issues for tax-exempt organizations.

• Annual Information Reporting to the IRS, Franchise Tax Board, and Office of the Attorney General
• Required Secretary of State Filings – Statement of Information and Amendments
• Governing Documents – Compliance with Law and Practice
• Audit and Audit Committee Requirements
• Board Review and Approval of Compensation
• Adopting and Implementing Required Policies
• Reporting Unrelated Business Income- IRS Form 990T
• Adequate Oversight of Self-Dealing Transactions
• Adequate Oversight of Financial Operations
• Adequate Oversight of Restricted Assets
• Adequate Oversight of Investments
• Solicitation and Contribution Receipt Requirements
• Miscellaneous issues, including Sales Tax Reporting and Property Tax Exemption

Virgina Howard has practiced as a business and real estate transactions attorney for over 25 years. She has extensive experience in representing nonprofit, tax-exempt organizations.

Sharla Klingel’s practice also focuses on nonprofit, tax-exempt organizations. Her experience includes three years as an instructor at the Nonprofit Clinic of the University of Virginia School of Law.

Registration Information

To register for this free workshop, please email Maya Hernandez at maya@vhowardlaw.com with:

• Your name
• The name of your organization
• the email address (es) to be used for you

A Zoom link will be emailed to all registrants prior to the seminar.