Representing Nonprofits: Traps and Tips

Published on: May 13, 2014May 12, 2014 by Michele Berger

Representing nonprofit organizations can be incredibly rewarding but challenging on many levels. Last month, Gene shared the tips and traps of representing tax-exempt organizations regarding corporate, tax, and other issues in a podcast hosted by West LegalEdCenter. Here is a summary of his many enlightening and constructive points: Traps Failing to inform the client at […]

5 Things Nonprofits Should Know About Ballot Measure Advocacy in California

Published on: May 7, 2014May 12, 2014 by Michele Berger

Ballot measure advocacy can be an important and powerful way to advance an organization’s mission and purpose. Last week, the Alliance for Justice hosted a Webinar to discuss the ways in which a 501(c)(3) organization may engage in ballot measure advocacy. Here is a list of 5 things nonprofits should know about advocating for […]

Proposed Form 1023-EZ

Published on: April 29, 2014April 29, 2014 by Michele Berger 2 Comments

The IRS recently proposed Form 1023-EZ, a simplified version of Form 1023 for recognition of federal exemption under 501(c)(3) of the Internal Revenue Code. The new form converts Form 1023’s 25-pages into merely 3, creating a less burdensome exemption process for certain qualifying organizations. The goal of the streamlined application is to help small charities […]

Dissolution and Transfer of Remaining Assets: An Alternative to Merger

Published on: April 17, 2014February 13, 2017 by Michele Berger

Organizations may decide to merge for multiple reasons, including to better advance a common purpose or to expand the range of services offered to common beneficiaries. In a merger of two nonprofit corporations, the surviving corporation assumes all of the assets and liabilities of the disappearing (merged out) corporation. But there is an alternative way […]

12 Things Nonprofits Should Know About Proposed Tax Reform

Published on: April 9, 2014May 12, 2014 by Michele Berger 4 Comments

On February 26, 2014, Rep. Dave Camp (R-MI), the Chairman of the Ways and Means Committee, released a draft proposal for comprehensive tax reform. The almost 1,000 page document contains significant changes that will affect individuals, for-profit corporations, and tax-exempt entities. Camp’s proposals will likely be debated throughout the year, but it is imperative that […]

Retroactive Reinstatement Procedures: Simplified

Published on: March 26, 2014May 12, 2014 by Michele Berger

Generally, most tax-exempt organizations are required to file an annual return or notice with the IRS. Since 2010, the IRS has revoked the exemption of hundreds of thousands of organizations for failing to file the applicable annual return for three consecutive years. Once an organization’s tax-exempt status has been revoked, it may suffer a number […]

Fraud: Protecting Your Nonprofit

Published on: March 17, 2014March 14, 2014 by Michele Berger

Following up on our earlier post on fraud in the nonprofit sector, here are some tips for preventing fraud and the diversion of charitable assets: Create a Strong Policy Against Fraud: Organizations should create comprehensive and forceful policies that go beyond the words on paper. The policies should incorporate reporting mechanisms and real consequences for […]

NEO Law Group’s Video on Tips for Starting a Nonprofit – Initial Bylaws

Published on: February 25, 2014February 25, 2014 by Michele Berger

NEO Law Group recently posted another YouTube video with tips for starting a nonprofit. This video focuses on the process of drafting the initial bylaws of a nonprofit organization. We hope that you enjoy it and please stay tuned for additional videos from NEO Law Group on tips related to nonprofits.

NEO Law Group’s Video on Tips for Starting a Nonprofit – Form 1023

Published on: February 11, 2014 by Michele Berger

NEO Law group recently posted a new YouTube video on 2 minute tips for starting a nonprofit. This video focuses on the Form 1023, the Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code. We hope that you enjoy it and please stay tuned for additional videos from NEO Law Group on […]

NEO Law Group’s Video on Tips for Starting a Nonprofit – Fundraising Before Exemption

Published on: February 4, 2014 by Michele Berger

Yesterday, NEO Law Group posted its third YouTube video on 2 minute tips for starting a nonprofit. This video focuses on the issue of fundraising before receiving an exemption determination letter from the IRS. We hope that you enjoy it and please stay tuned for additional 2 minute videos with tips for starting a nonprofit.

Nonprofit Law Blog

Author: Michele Berger