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

Note: CLE credit is not offered on this program

Recording of a 110-minute CPE webinar with Q&A


Conducted on Thursday, December 12, 2019

Recorded event now available

or call 1-800-926-7926
Program Materials

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.

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Outline

  1. Reasons to pursue or avoid a partnership
  2. Types of business relationships to consider
  3. Applicable rules, standards, and guidance
  4. Related legal issues
  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

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