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

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

Advising clients through the maze of eligibility requirements, bylaws, processing procedures, group exemptions, and other complexities of the 501(c)(3) application process can be challenging. In a recent National Business Institute (NBI) webinar, Sam Coppersmith shared tips for advising nonprofit clients through the application process.  Sam covered critical portions of the designation process, including: TCJA and other laws, rules, regs, and enforcement activities impacting nonprofits.Eligibility requirements and classifications.Establishing tax exempt status with the IRS. The webinar focused on the onerous requirements, step-by-step, and how to identify problematic issues to ensure clients successfully acquire nonprofit designation from the IRS. Sam has more than three decades of experience assisting local and national businesses and nonprofit entities as well as individuals and small businesses. He is a regular speaker for NBI, covering a range of...

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