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New Nonprofits Boot Camp: Using Legal and Tax Best Practices to Propel Results and Fulfill Your Mission

This webinar – specifically designed for new nonprofits and tax-exempt organizations – provides participants with a “holistic” view of the legal and tax best practices that lie at the heart of strong nonprofit performance, including:

  • developing habits of governance, financial management, and program planning
  • identifying the monthly, quarterly, and yearly legal and tax practices that support positive operating results and engaged boards
  • key issues that new exempt organizations face when preparing the Form 990 tax return.

This is a recording of a live webinar from April 5, 2018.

About the Presenters

Ari Solotoff, Esq. – Bernstein Shur
Ari Solotoff is a Business Law Associate Attorney at Bernstein Shur. Having provided more than a decade of executive leadership in the performing arts, Ari offers a nuanced appreciation for the many legal and business issues that face nonprofits. With this unique perspective, Ari focuses his practice on tax-exempt organizations, including 501(c)(3) public charities and private foundations, 501(c)(4) social welfare organizations, and 501(c)(6) business associations.  With a particular emphasis on nonprofit governance and the full life-cycle of tax-exempt status – from formations to mergers to dissolution – Ari has advised numerous large and small exempt organizations throughout the State of Maine. Ari is a graduate of the University of California, Berkeley and the University of Maine School of Law.

Nicholas Porto, CPA, MSA – Baker Newman Noyes
Nick is a senior manager in the tax practice at Baker Newman Noyes specializing in tax-exempt organization compliance services for public charities and private foundations of all sizes throughout Maine, New Hampshire, Vermont, Massachusetts and New York. Areas of extensive focus include Form 990, 990-PF, 990-T, related state and federal returns, hospital and healthcare compliance with 501(r), private non-operating foundation concerns and new regulations related to 509(a)(3) supporting organizations. He also has significant experience resolving IRS and State notices for the benefit of tax-exempt clients.

Related Resources

All About Form 990