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Harbor compliance labyrinth inc

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Self-Study CPE
ELDER CARE PLANNING: THE CPA'S CRITICAL ROLE
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Charitable Registration and Reporting

CHARITABLE REGISTRATION AND REPORTING

This webinar was previously titled “CHARITABLE SOLICITATION REGISTRATION AND REPORTING”
Available Date(s)
Tuesday, June 21, 2022: 1:00PM EDT
Wednesday, September 28, 2022: 1:00PM EDT
Tuesday, December 20, 2022: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Does every charity need to register to solicit funds from the public? What regulations apply to online donations, special events, professional fundraisers, and cause marketing co-ventures? This webinar will provide an overview of state charitable registration and reporting requirements for all types of fundraising. We’ll learn how to determine when and where registration and reporting is required, then examine state-specific non-profit financial statement requirements and the interplay between Form 990 and financial statements. Next, we’ll discuss exemptions, extensions, and state-mandated disclosure statements. Finally, we will discuss the role of the CPA in managing state charitable registration and reporting requirements.

Learning Objectives:


  • Identify which traditional and online fundraising activities trigger registration and reporting requirements

  • Identify additional non-profit activities including special events and cause marketing co-ventures that may trigger special registration and reporting requirements in certain states

  • Recognize state-specific exemptions, extensions, and disclosure statements

  • Recognize whether reviewed or audited financial statements must be filed in order to register to solicit in a state

  • Determine the role of the CPA in managing state charitable registration and reporting

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Sharon Cody

Harbor Compliance
Partnership Manager
scody@harborcompliance.com
(888) 995-5895

Harbor compliance labyrinth inc

Sharon Cody is Nonprofit Market Manager at Harbor Compliance and Labyrinth, Inc., a leading provider of compliance solutions. She has more than 30 years of experience as an attorney, charitable fundraiser, foundation executive, donor, and nonprofit board member. She writes and speaks frequently on compliance best practices for tax-exempt organizations. Sharon formerly led the philanthropic fundraising team of a public media organization, served as the executive director at a children’s health foundation, and spent 11 years in private law practice. She received her bachelor's degree from Rutgers University and her Juris Doctor from Penn State Dickinson School of Law.

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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Harbor compliance labyrinth inc
Labyrinth, the most trusted name in nonprofit compliance services, is now part of Harbor Compliance. At Labyrinth, we have more than 30 years of experience and file tens of thousands of state charitable registrations each year for our clients. Our friendly, client-focused specialists can handle every aspect of your client’s charitable registration and renewal process from start to finish. We are here to answer your questions, support your clients' compliance journey and find the most effective compliance solutions for you both.