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Event

*Special Program* Legal and Accounting Considerations When Starting a Nonprofit Organization

Thursday, September 21, 2017 9:30 am - 12:00 pm  ET
In-person | Washington, DC
$35.00

This event is no longer available.

This program is part of our Chart Your Course: Starting a Nonprofit Series. Save $20 when you purchase all four programs!

Learn the legal and accounting issues that nonprofits are required to address during initial stages of the start-up process.

To start a new charitable organization, you’ll need more than just a great idea and a dedicated group of people willing to work hard. There is a great deal of legal and accounting preparation required before you are ready to operate as a nonprofit organization.

Join us for a program that focuses on the often complicated legal and accounting issues that all nonprofits are required to address during the initial stages of their start-up process. You will learn the basics of accounting challenges unique to nonprofits, incorporation, securing your 501(c)(3) status, maintaining "public charity" status, state-law registration issues, and more. This program will guide you toward the essential resources and knowledge that you’ll need to be prepared for running a new organization while avoiding the most common pitfalls along the way.

Audience: This session is geared toward those who are interested in starting a nonprofit.

Presenter:

Benjamin Takis, Tax-Exempt Solutions, PLLC

Benjamin Takis is the founding attorney of Tax-Exempt Solutions, PLLC, a law firm specializing in tax, corporate governance, and employment issues for non-profits. Since beginning his practice in 2006, Ben has devoted his career to representing non-profit organizations and tax-exempt entities.

Prior to starting his own firm, Ben worked as an associate at the premier Washington, DC labor firm Bredhoff & Kaiser and the leading employee benefits boutique Groom Law Group. Throughout his career, Ben has represented some of the largest pension funds, welfare trusts and labor organizations in the country, along with public charities, lobbying groups, trade associations, and other nonprofit organizations of all types and sizes.

Ben earned his Juris Doctor degree from the Benjamin N. Cardozo School of Law in 2006, where he graduated magna cum laude, with a concentration in taxation. Prior to law school, Ben earned his Bachelor of Arts degree from the George Washington University in 2001, where he graduated summa cum laude.

Ian Shuman, Partner, Gelman, Rosenberg & Freedman CPAs

Ian Shuman, CPA is a partner and the director of Gelman, Rosenberg & Freedman CPAs’ client services department. He has more than 15 years of public accounting experience providing auditing, consulting and general accounting services to many types of entities. As director, he is responsible for overseeing the full-range of outsourced accounting services, both on and offsite, for nonprofit organizations and for-profit businesses at various stages of development.

Mr. Shuman often serves in or oversees temporary controllership assignments for clients and assists in the recruiting and training of client accounting personnel when clients prefer to perform as many accounting functions as possible in-house. He frequently advises nonprofits and other businesses on best practices for setting up their accounting systems.

Mr. Shuman earned his Bachelor of Science degree in accounting from Pennsylvania State University, and is a member of the American Institute of Certified Public Accountants and the Maryland Association of CPAs. He currently serves as a board member for Bach Sinfonia. He is also the former treasurer of the Sitar Arts Center. The CPA Technology Advisor magazine cited him as one of their “40 Under 40” in 2007.

Space is limited and on a first-come, first-served basis. 

Where:

1627 K Street NW, Third Floor
Washington, DC 20006-1708

This event is no longer available.

Training Event Calendar

Register online below or by calling 

(202) 331-1400.  

We periodically offer sign-language interpreted classes. To be notified as to when these classes will be available, please email DCTraining@foundationcenter.org.

Due to our space limitations, please let us know 48 hours in advance if you need to cancel.