Sam Coppersmith’s Upcoming Webinar Guides National Business Institute Members Through Nonprofit Formation

Difficult forms and procedures can make attaining nonprofit status intimidating, so the National Business Institute (NBI) asked Sam Coppersmith to help interested attorneys, paralegals, and accountants find their way. In the one-day webinar on Oct. 27, “501(c)(3) Organization and Formation From Start to Finish,” Sam is one of three lawyers who will explain: Form changes and new rules Nonprofit governance pitfalls and best practices Formation documents and application steps Eligibility requirements and classifications Establishing tax-exempt status with the IRS Sam has more than three decades of experience assisting local and national businesses, nonprofit entities, and individuals. A regular speaker for NBI, he covers a range of nonprofit-related topics including private foundations, tax-exempt organizations, and serving on a nonprofit board. Learn more about Sam’s webinar here (use Code FSPN50...

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Sam Coppersmith Co-Presents National Business Institute Webinar on Start-to-Finish Nonprofit Formation

Sam Coppersmith Co-Presents National Business Institute Webinar 
on Start-to-Finish Nonprofit Formation

Navigating eligibility requirements, processing procedures, bylaws, exemptions, and other complexities of the 501(c)(3) application process can be challenging. In the National Business Institute (NBI) webinar, “501(c)(3) Organization Formation From Start to Finish,” Sam Coppersmith shares tips for advising nonprofit clients through the application process. Focusing on the onerous requirements for obtaining nonprofit designation from the IRS and how to identify problematic issues, Sam’s portion covers critical portions of the designation process, including: TCJA and other laws, rules, regs, and enforcement activities impacting nonprofitsEligibility requirements and classificationsEstablishing tax exempt status with the IRS Sam has more than three decades of experience assisting local and national businesses, non-profit entities and individuals. A regular speaker for NBI, he covers a range of non-profit-related topics, including private foundations, forming a nonprofit, tax-exempt...

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Sam Coppersmith Co-Presents National Business Institute Webinar on Start-to-Finish Nonprofit Formation

Sam Coppersmith to Co-Present at National Business Institute Webinar Tackling Intricacies of Non-Profit Law

Non-profits with questions about bylaws, governance and taxation will benefit from Sam Coppersmith’s Oct. 26 webinar for the National Business Institute (NBI). In “Top Tips & Traps – Non-Profit Governance, Bylaws and Operations,” Sam will discuss IRS rules and state law considerations, while also providing tips for bylaw drafting and board committee structure. Sam has more than three decades of experience assisting local and national businesses, non-profit entities and individuals. A regular speaker for NBI, he covers a range of non-profit-related topics, including private foundations, forming a nonprofit, tax-exempt organizations, and serving on a non-profit board. Learn more about the webinar here, and use the promo code FSP50N when registering to receive a $50 discount. ...

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Sam Coppersmith Co-Presents National Business Institute Webinar on Start-to-Finish Nonprofit Formation

Sam Coppersmith Educates National Business Institute Members About Nonprofit Board Oversight

Advising a nonprofit board requires extensive knowledge about duties, risks, and compliance obligations. During a recent National Business Institute (NBI) webinar, “Nonprofit Board Governance: Overcoming Common Challenges,” Sam Coppersmith led two one-hour sessions to help nonprofits set goals, monitor progress, and ensure bylaws and policies remain up to date.  Specifically, Sam offered guidance on identifying who is responsible for oversight, tasks that can and can’t be delegated, important questions to ask when reviewing finances, pitfalls to avoid, and the variety of policies and rules nonprofits must have in place for their protection.   Sam has more than three decades of experience assisting local and national businesses and nonprofit entities as well as individuals and small businesses. A regular speaker for NBI, he covers a range of nonprofit-related topics, including private foundations, forming...

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Sam Coppersmith Co-Presents National Business Institute Webinar on Start-to-Finish Nonprofit Formation

Sam Coppersmith Covers the Complexities of Private Foundations During National Business Institute Webinar

The legal and tax aspects of private foundations can be a complex undertaking. In the recent National Business Institute (NBI) webinar, “Private Foundations From Start to Finish,” Sam Coppersmith and his panel of co-presenters provided insight to help lawyers advise clients in this area of law. Specifically, he spoke on: Different types of private foundations, funding and giving options, and rules governing non-operating foundations vs. operating foundations. Organizing and governing a private foundation, foundation board considerations, and the investment of funds and distribution. Filing necessary tax returns, IRS Form 990 – PF, IRS Form 990 – T, requirements, contributions, disbursements, expenses, and more.Changes for exempt organizations, including private foundations, under the Tax Cuts and Jobs Act. Sam has more than three decades of experience assisting local and national businesses and nonprofit entities as...

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