IRS Form 990, Form 990-PF & Other Charity Filings: The Rules, Risks, & Opportunities
Filing and reporting requirements for nonprofits
- Product Number: 2250164WBA
- Publication Date: 6/10/2025
- Length: 1.5 hours CLE Credit Note
- Copyright: © 2025 MCLE, Inc.
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Product Description
Product Description
In this engaging new program, the panelists cover the basics related to tax exempt organization filing requirements with the IRS, the attorney general, and other regulators. They also discuss common pitfalls and valuable opportunities related to these regulatory filings. Bring your questions!
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Agenda
Agenda & Materials
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9:30 - 9:45 am
Why Filing the Form 990/Form 990-PF Is So Critical
on demand video Add to CartSharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
Nicholas Porto, Baker, Newman & Noyes , Portland
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9:45 - 10:00 am
IRS Form 990, Form 990-PF & Other Charity Filings: The Nuts and Bolts of Key Sections
on demand video Add to CartSharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
Nicholas Porto, Baker, Newman & Noyes , Portland
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10:00 - 10:20 am
Strategic and Tactical Insights Related to the Form 990
on demand video Add to CartSharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
Nicholas Porto, Baker, Newman & Noyes , Portland
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10:20 - 10:35 am
Distinguishing Features of the Form 990-PF
on demand video Add to CartSharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
Nicholas Porto, Baker, Newman & Noyes , Portland
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10:35 - 10:50 am
Common and Potential Pitfalls When Completing the Forms
on demand video Add to CartSharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
Nicholas Porto, Baker, Newman & Noyes , Portland
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10:50 - 11:05 am
Overview of Other Key Filings for Tax-Exempts
on demand video Add to CartSharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
Nicholas Porto, Baker, Newman & Noyes , Portland
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11:05 - 11:20 am
IRS Form 990, Form 990-PF & Other Charity Filings: State and Local Considerations
on demand video Add to CartSharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
Nicholas Porto, Baker, Newman & Noyes , Portland
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11:20 - 11:30 am
"Ask the Experts" Q&A Session and Key Takeaways
Sharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
Nicholas Porto, Baker, Newman & Noyes , Portland
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