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!

Agenda & Materials

• 9:30 - 9:45 am

  Why Filing the Form 990/Form 990-PF Is So Critical

  Sharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
  Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
  Nicholas Porto, Baker, Newman & Noyes , Portland
  
• 9:45 - 10:00 am

  The Nuts and Bolts of Key Sections

  Sharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
  Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
  Nicholas Porto, Baker, Newman & Noyes , Portland
  
• 10:00 - 10:20 am

  Strategic and Tactical Insights Related to the Form 990

  Sharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
  Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
  Nicholas Porto, Baker, Newman & Noyes , Portland
  
• 10:20 - 10:35 am

  Distinguishing Features of the Form 990-PF

  Sharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
  Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
  Nicholas Porto, Baker, Newman & Noyes , Portland
  
• 10:35 - 10:50 am

  Common and Potential Pitfalls When Completing the Forms

  Sharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
  Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
  Nicholas Porto, Baker, Newman & Noyes , Portland
  
• 10:50 - 11:05 am

  Overview of Other Key Filings for Tax-Exempts

  Sharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
  Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
  Nicholas Porto, Baker, Newman & Noyes , Portland
  
• 11:05 - 11:20 am

  State and Local Considerations

  Sharon C. Lincoln, Esq., Casner & Edwards LLP , Boston
  Melissa Sampson McMorrow, Esq., Nutter McClennen & Fish LLP , Boston
  Nicholas Porto, Baker, Newman & Noyes , Portland
  
• 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
  

Special Program Materials:

• Massachusetts Nonprofit Organizations

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair

Faculty