LUNCHEON - The ABC's of Staying Tax-Exempt

08/09/2019 12:00 PM - 01:30 PM PT




Harmon Burstyn, CPA




The two most important things a nonprofit has are its reputation and its tax-exempt status. How do we protect these valuable assets? Join us to learn about compelling storytelling with a complete tax return, including narratives to describe your programs and accomplishments — e.g. do you track volunteer hours and understand its value? Get informed about a nonprofit’s annual compliance requirements with the IRS, Franchise Tax Board, Attorney General, and Secretary of State. Topics to be covered:

• What tax return to file, late filing penalties, and penalty forgiveness.

• The benefits and importance of electronically filing your tax return which is required by the Franchise Tax Board and a new mandate by the IRS.

• All tax returns are open to public inspection. Who is looking at my tax return?

• How to avoid automatic revocation of tax-exempt status?

• Audit and compliance checks from the IRS and Franchise Tax Board. What are they and how to do we respond?

• What are the costs and benefits of having an audit of our financial statements?



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Registration for this event is required: $25 for DER members and $45 for non-DER members. (To receive the discounted members' rate, please sign in to your account before registering.)


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This event is pending approval for 1.5 CFRE points.


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Venue: Oakland Asian Cultural Center, 388 9th Street, Oakland, CA 94607.


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Cancellation Policy: If you contact us to cancel your registration before the deadline (8/7 at noon), you may receive credit towards a future event. If you cancel your registration after the deadline, the payment will be considered a tax-deductible donation to DER.  Thank you for your support!



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