This free seminar is offered by Horan Lloyd. For more information, contact email Alisa Balesteri at abalesteri@horanlegal.com.

Due date for registration is 12:00 Noon on March 27, 2024.  

Virginia Howard and Sharla Klingel, attorneys with Monterey County law firm Horan Lloyd, will present on the Top Legal Compliance Issues for Tax-Exempt Organizations, including:

• Annual Information Reporting to the IRS, Franchise Tax Board, and Office of the Attorney General
• Required Secretary of State Filings – Statement of Information and Amendments
• Reporting Unrelated Business Income – IRS Form 990T
• Raffle Reporting to the Office of the Attorney General
• Contribution Receipt Requirements
• Board Review and Approval of Compensation
• Sales Tax Reporting
• Audit and Audit Committee Requirements
• Classification of Employees and Minimum Salary Requirement for Salaried, Exempt Employees

Virgina Howard has practiced as a business and real estate transactions attorney for over 25 years. She has extensive experience in representing nonprofit, tax-exempt organizations.  Sharla Klingel’s practice also focuses on nonprofit, tax-exempt organizations.  Her experience includes three years as an instructor at the Nonprofit Clinic of the University of Virginia School of Law.

To register for this free seminar, please email Alisa Balesteri at abalesteri@horanlegal.com with your name, the name of your organization and the email address(es) to be used for you.  A Zoom link will be emailed to all registrants prior to the seminar.