Part II: Annual Review of IRS Rules and Regulations

Jan. 20, 2011
Online
2 - 3:30 p.m. Eastern

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This seminar is Part II of a three part series in partnership with AASP.

If you missed the first part, you can you purchase a recording of the event, available through the CASE Store.

There is seemingly no end in sight when it comes to the IRS updating or changing rules pertaining to charitable giving and nonprofit management. Join John Taylor, founder of FundSvcs and president of AASP, for his annual review of what is new and different, as well as what is the same, but frequently misunderstood. Topics under discussion include:

• An update on IRA Rollover provisions
• Discussion of IRS review of nonprofit tax-exempt status and what they are focusing on
• The 2011 benefit limits
• Donor-advised fund and family (private) foundation issues
• What is a gift and what is not

You are welcome to add to this list by submitting your questions or areas of concern in advance. To do so, send an e-mail to johnhtaylor@ncsu.edu and include "CASE/AASP webinar" in the subject line. You will also have an opportunity to ask live questions. Every attempt will be made to respond to your question during the session, and if not possible, it will be addressed afterwards by email.

Speaker

John Taylor
Associate Vice Chancellor for Advancement Services, North Carolina State University
Former President, AASP

 Who Should Attend

• Executives, vice presidents, and senior directors of advancement services
• Directors of administration and finance
• Associate and assistant vice presidents of operations or advancement services
• Gift accounting/processing/reporting staff
• Directors of development
• Fundraising and campaign professionals

Benefits of Attending

• Understand the key areas of IRS focus
• Learn how best to prevent your organization from falling under IRS scrutiny
• Gain helpful guidance on how to adhere to regulations and convey important rules to staff

Registration Fees

Single event: $275, CASE or AASP members; $365, Nonmembers

Register for all three events: $660 members; $930 nonmembers