Sunday, October 26, 2008

IRS Host Free Webcasts on Tax Exempt Issues

The Internal Revenue Service hosts free webcasts on a variety of issues.  On November 4, 2008, the IRS will sponsor a free webcast for tax professionals on completing the new 990.  Click link for more information - IRS Webcasts.

Below is information excerpted from the IRS website:

Program Content
It's been 30 years since the IRS made major changes to Form 990 and when many tax-exempt organizations file their 2008 tax year returns, they will confront a radically redesigned form. Because the revised Form 990 is so different from previous years', IRS and tax-exempt sector experts will discuss the redesigned 990; make sure you know what parts of the forms to complete and answer your questions to help you become familiar with and prepare for the changes now.

Learning Objectives
The primary learning objective is to maintain or increase competency of tax practitioners through expert discussion, explanation and interactive questioning. The programs are designed for learners (tax professionals) to exercise a practical understanding of new and current tax policies, as well as the latest changes, in a complex and continually changing industry.


Les Witmer, APR
Communications Consultant

Les Witmer is currently a Communications Consultant in Atlanta. He has served as the moderator for Tax Talk Today since March 2000. He retired after a distinguished career of 34 years with the Federal Government serving the last 23 years with the Internal Revenue Service. His last year with the IRS he worked on the design of the Wage and Investment Division and retired as the Acting Director of Communications for that Division. He was responsible for the communications programs that included employee communications, media relations, practitioner and external stakeholder relations, congressional affairs, public and government liaison and other public relations and information programs.

He previously held responsible IRS communications positions including first Director of Internal Communications for the IRS in Washington, D.C., Assistant to the Southeast Regional Commissioner for Public Affairs and district Public Affairs positions serving as the chief local spokesperson on Federal tax matters.

During his last five years with the IRS, Les was periodically assigned by U.S. Treasury Department to the Office of Economic Cooperation and Development (OECD) to be a member of an international team that advised and conducted seminars on Public Relations and Customer Service programs to tax and ministry of finance officials from Russia and former Soviet Bloc Countries. Preceding IRS, he served with the U.S. Army as an infantry officer in Vietnam, public affairs officer at Ft. Meade, MD, instructor at Department of Defense Information School (DINFOS) and other active duty and reserve assignments.

He retired as a Colonel, U.S. Army Reserves. He's an accredited member and past committee chairman, board member and officer of the Atlanta Chapter of Public Relations Society of America. Les is active in the community and has served in various other capacities including board member for the Georgia Council on Economic Education and worked with the 1996 Olympic Organizational Committee. He holds a B.S. in Journalism from the University of Southern Mississippi and M.S. in Public Administration from the American University.


Phyllis Grimes
Chief, Stakeholder Liaison
Small Business/Self-Employed Division
Internal Revenue Service

Ms. Grimes is the Chief, Stakeholder Liaison for Industry Outreach. In this role, she is responsible for partnering with the small business community to provide education and outreach related to tax administration. Her office serves as a liaison between various industry groups/associations and the IRS to share information, elevate and resolve issues, and further overall tax compliance.

Grimes began her IRS career in 2000 in the Executive Development Program in Washington, DC. Since then, she has held other positions to include Acting Deputy Director for the Office of Tax Administration Coordination, working very closely with the IRS Commissioner's Office and Director of Business Marketing Services, where she was responsible for marketing related to IRS' electronic products and programs.

Prior to joining the IRS, Ms. Grimes enjoyed a long management and executive career in the financial services industry with Bank of America. Ms. Grimes earned both an M.B.A. and B.S. in Finance from the University of Maryland in College Park, Maryland.


Eve Rose Borenstein
Exempt Organizations Tax Attorney
Borenstein and McVeigh Law Offices (BAM!)

Eve Rose Borenstein is an exempt organizations tax attorney who practices nationally from offices in Minneapolis. She received her Juris Doctor from the University of Minnesota in 1985, and then joined the tax department of a Big 8 accounting firm, primarily working on filings of exempt organizations. Ms. Borenstein initiated a solo law practice in 1988, serving tax-exempt nonprofit organizations on their federal tax and State administrative law compliance needs. In 2004 that practice merged into Borenstein and McVeigh Law Offices (BAM!), a firm providing tax law representation as well as general corporate counsel and employment law assistance to nonprofit organizations. To date, Ms. Borenstein has represented more than 800 organizations before the IRS on status, audit, and rulings.

Ms. Borenstein has taught tax exempt compliance mandates (including Form 990 preparation) for almost two decades to both CPAs and attorneys (for CPE/CLE credit). She is a frequent instructor and presenter to and for the nonprofit community, addressing Boards and staff, as well as the foundation community (her speaking and professional education course teaching is provided through Eve Rose Borenstein, LLC). In addition to her law practice and speaking and teaching efforts, Ms. Borenstein also participates in multiple professional committees. She co-chairs the American Bar Association's Section of Taxation's Exempt Organizations Committee Task Force on the Form 990 and over the past two years has participated extensively through the ABA, other professional committees (including efforts of the American Institute of Certified Public Accountant), and on her own, in providing comments and assistance to the IRS' Exempt Organization Division in their work on the Redesign of the Form 990.

Stephen Clarke
Tax Law Specialist
Rulings and Agreements, Exempt Organizations
Internal Revenue Service

Stephen Clarke has been a tax law specialist with the IRS since 2005. He currently serves as the Project Manager for the IRS Form 990 redesign. He specializes in health care, hospitals, churches and religious organizations, and other tax-exempt organizations and issues. Prior to joining the IRS, he served as an attorney at Gammon & Grange, P.C., a law firm in northern Virginia, where he specialized in tax-exempt organization law, communications law, and trusts and estates. He has a BA degree from Wheaton College (IL), a JD degree from the College of William and Mary School of Law, and is a member of the Virginia Bar.

Julie L. Floch, CPA
Director of Not-For-Profit Services

Julie Floch is Eisner's Director of Not-For-Profit Services and is the partner responsible for coordinating the planning and administration of engagements in the firm's not-for-profit practice. She is experienced with the application of federal and state tax laws, as they relate to not-for-profit entities, as well as with the requirements of federal regulations relating to clients who receive government funding.

A gradute of the State University of New York at Binghamton, with graduate studies at Baruch College/CUNY, Julie is a current member of the American Institute of CPAs' committee on not-for-profit organizations (which she formerly chaired) and its committee on tax-exempt entities. In addition, she is the technical reviewer for the AICPA's annual not-for-profit accounting videocourse update, and a frequent moderator and panelist for a variety of its courses.

Julie recently completed her three-year appointment by the Internal Revenue Service to its Advisory Committee on Tax Exempt and Goverment Entities, and she has served the Independent Sector on one of its panels designed to respond to the Senate Finance Committee. She is on the board of the Council of Community Services of New York State, is an advisor to the Frances L. and Edwin L. Cummings Memorial Fund, was a founding member of the Alliance for Nonprofit Governance, and has served on (and previously chaired) the finance and audit committees of the Crohn's and Colitis Foundation of America.

Julie is an adjunct professor of auditing at Baruch College/CUNY, and she has previously taught not-for-profit management at the New School University and has served on its Faculty Senate. In addition, she frequently addresses groups on business topics, most recenlty participating in conferences for the Independent Sector, the Urban Institute, the Council on Foundations, the New York State Charities Bureau, Baruch College's School of Public Affairs, the New York Regional Association of Grantmakers, the National Association of State Charity Officials, the Council of Community Services of New York State, the Association of the Bar of the City of New York, the New York City Administration for Children's Services, the Better Business Bureau, the Lawyers Alliance, the AICPA, the NYSSCPA, Columbia University, the Arts and Business Council, and various law firms. She also contributes to the profession's literature, co-authoring articles for The New England Quarterly, The NonProfit Times, The CPA Journal, BACTalk, and The Journal for Nonprofit Management.

Ronald J. Schultz
Senior Technical Advisor to the Commissioner
Tax Exempt and Government Entities Division
Internal Revenue Service

Ronald J. Schultz is Senior Technical Advisor to the Commissioner of the IRS's Tax Exempt and Government Entities division. He joined the IRS in that capacity in October 2006.

The TE/GE Senior Technical Advisor provides legal advice to the TE/GE Commissioner and other top executives on programs serving TE/GE customers. He provides technical advice on a wide variety of issues including legislation, regulations and other guidance, litigation matters, and trends and needs relating to tax-exempt and government entities. He also coordinates tax administration issues with other IRS functions, as well as with outside stakeholders. While at the IRS, he has worked extensively on the IRS Form 990 redesign project, hospital issues, political activity issues, and various compliance initiatives involving exempt organizations.

He has had extensive practice in the private sector in the areas of health, nonprofit and exempt organizations, and other areas of tax law. Until his appointment, he was a member of the law firm of Leonard, Street and Deinard, in Minneapolis. In addition, he served from May 2002 to January 2005 as legislation counsel on the staff of the Joint Committee on Taxation of the U.S. Congress. While there, he advised Congress, including the Senate Committee on Finance and the House Committee on Ways and Means, regarding hearings, investigations, legislation and tax policy pertaining to various areas of federal income tax law, concentrating on charitable and other exempt organizations, as well as charitable contribution deductions.

Click link for more information - IRS Webcasts.


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Is it legal for a 501 3 C organization to donate money to other non-profit organizations?

Posted by: Meredith | Apr 16, 2009 7:25:38 AM

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