NOT1918. Be Aware: How to Prepare for and Avoid the Pitfalls of State Charitable Solicitation Regulation

Track: 
Tax
Field of Study: 
Specialized Knowledge
CPE Credit: 
1.0
Knowledge Level: 
Intermediate
Advanced Preparation: 
None
Prerequisite: 
Basic knowledge of not-for-profit operations, auditing, accounting and/or compliance requirements. General experience working in, or auditing, not-for-profits, including those NFPs audited under GAGAS.

Tuesday, June 11, 2019
 
8:10AM- 9:00 AM

State charitable solicitation registration compliance is essential to protecting your organization's ability to fundraise. For the organizations and the accountants who collaborate with them, this session will dig deeper into the regulations governing state charitable solicitation and explore the traps that may trip up even the most compliant. Tracy Boak, a Partner at Perlman & Perlman, a law firm dedicated to nonprofit law, will share her experiences in representing organizations before state charity regulators and discuss how to recognize the traps to avoid them, and how to respond if the regulators come asking for more.

Learning Objectives:

  • Understanding of charitable solicitation compliance issues
  • Understanding of charity regulator enforcement concerns


SESSION SPEAKER(S)

J.D.
Attorney/Partner | Perlman & Perlman, LLP