Nonprofit M&A: Analyzing Tax, Accounting, and Business Aspects of Partnerships With Other NPOs

Note: CLE credit is not offered on this program

A live 110-minute CPE webinar with interactive Q&A


Thursday, December 12, 2019

1:00pm-2:50pm EST, 10:00am-11:50am PST

Early Registration Discount Deadline, Friday, November 15, 2019

or call 1-800-926-7926

This webinar will provide advisers to nonprofits with a review of the business and regulatory benefits and risks of a wide variety of mergers and acquisitions, partnerships, and other business ventures among nonprofits.

Description

Nonprofit organizations (NPOs) are increasingly conducting mergers and acquisitions, often to bolster their service delivery. The squeeze on donations and grants also have NPOs evaluating several different relationships with for-profit entities.

These structures take various forms, including joint ventures, outsourced back-office operations, and joint marketing campaigns. With proper planning, such relationships can improve a nonprofit's service quality, staff efficiency, and funding. But, advisers must prepare NPOs for impacts on tax exemptions and donor relations.

Nonprofits and their advisers must also understand the potential benefits and risks of mergers, acquisitions, and other relationships with other NPOs from a business context. Importantly, they must ensure adherence with the dictates of the IRS Code and related guidance.

Listen as our panel of experienced advisers prepares you to navigate the practical realities as well as federal regulations, guidance, and accounting standards governing M&As, partnerships, and other business relationships between nonprofits.

READ MORE

Outline

  1. Related legal issues
  2. Types of business relationships to consider
  3. Reasons to pursue or avoid a partnership
  4. Applicable rules, standards, and guidance
  5. Potential risks to a nonprofit's tax exemption
  6. Leading an organization into merger consideration
  7. Related employee benefits and HR issues

Benefits

The panel will address these and other related topics:

  • Evaluating the potential benefits and risks with particular business models
  • Complying with the IRC, federal guidance, and accounting standards regarding nonprofit mergers
  • Avoiding potential risks to a nonprofit's tax exemption

Faculty

Brown, Fran
Fran Brown

Managing Partner
CapinCrouse

As Managing Partner, Mr. Brown leads the firm and guides the implementation of strategic plans and objectives. He is...  |  Read More

Jakubowski, Lara
Lara Jakubowski

Senior Consultant
La Piana Consulting

Ms. Jakubowski works with nonprofits to address organizational issues and partner with others for sustainable impact....  |  Read More

Klimon, William
William M. Klimon

Member
Caplin & Drysdale

Mr. Klimon's practice focuses on corporate governance and transactions, particularly for nonprofit organizations....  |  Read More

Live Webinar

Buy Live Webinar
Includes Early Discount Savings of $50 (through 11/15/19)
CPE credit processing is available for an additional fee of $39. CPE processing must be ordered prior to the event.
See NASBA details.

Live Webinar

$147

Live Webinar & CPE Processing

$186

Buy Live Webinar & Recording
Includes special savings of $200 (through 11/15/19)

Live Webinar & Download

$194

Live Webinar & DVD

$194 + $19.45 S&H

Other Formats
— Anytime, Anywhere

Includes Early Discount Savings of $50 (through 11/15/19)

Download

48 hours after event

CPE Not Available

$147

DVD

10 business days after event

CPE Not Available

$147 + $19.45 S&H