Lobbying by Non-Profit Clients: Navigating Federal and State Regulations
Complying With Lobbying Activity Tests, Limits, Registration and Reporting
Recording of a 110-minute CPE webinar with Q&A
This teleconference will provide accounting advisors with a solid framework for complying with federal regulation and guidance on permissible lobbying by non-profits. The panel will also offer practical examples and discuss trends in state oversight.
- Differences between lobbying and permissible, unregulated advocacy activities
- Differing regs and guidance for different types of NPOs, for lobbying purposes
- Direct lobbying (federal treatment) and affects of the Federal Lobbying Disclosure Act
- Who is a lobbyist, and what is a lobbying contact
- “Insubstantial part” test
- Applicable regs and guidance
- “Expenditure” test
- Applicable regs and guidance
- Completing Form 5768
- Grassroots lobbying (federal treatment)
- Permissible voter education and registration activities
- Registration and recordkeeping issues
- Recent state guidance of note in this area
- Examples of state oversight of NPO lobbying
- Recent changes in lobbying laws and regs in some states
- Tax implications for 501(c)3s and 501(c)6s from lobbying
- A coordinated approach to lobbying compliance
- Recommended best practices
The panel will explore these and other relevant topics:
- Generally, what constitutes regulated lobbying: Permissible advocacy before administrative agencies and on voter education vs. controlled lobbying of lawmakers or efforts to influence elections.
- Different lobbying rules for different 501(c) organizations: What 501(c)(3)s, private charities, foundations, etc. can and can't do.
- Direct lobbying tests: The current standards for the "insubstantial part" and "expenditure" tests, and what an NPO must do if it meets one of those tests.
- Registration and reporting: What is involved, how often reports must be filed, what penalties can ensue for a compliance misstep.
- Plus, examples of several states' NPO lobbying regulations.
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Caplin & Drysdale
He works with corporation, political committee and candidate, and advocacy group clients on federal, state and local... | Read More
He works with corporation, political committee and candidate, and advocacy group clients on federal, state and local laws on political activity and commercial interaction with public agencies. More specifically, his engagements focus on lobbying, campaign-finance, "pay-to-play" and ethics matters.Close
He lead's the firm's National Political Law Practice and is member-in-charge of its Washington office. He works with a... | Read More
He lead's the firm's National Political Law Practice and is member-in-charge of its Washington office. He works with a broad range of organizations and corporations on political/business ethics and public policy issues.Close
Winthrop & Weinstine
She works in the firm's Campaign Finance Practice on election law issues for clients. She helps exempt organizations... | Read More
She works in the firm's Campaign Finance Practice on election law issues for clients. She helps exempt organizations with compliance issues related to state and federal campaign finance laws.Close