Tuesday July 14
MORNING
8:30 to 11:30 a.m.
Tax Seminar for Nonprofit, Religious and Exempt Organizations
Sales and Use Taxes for Nonprofit Organizations
Vilma Estrada and Judy Flores-Hansen, California State Board of Equalization
Compliance for Existing Exempt Organizations
Dorothy Nordby, Internal Revenue Service and Julio Amaya, Franchise Tax Board
Recent Development in Charity Laws
Sonja Berndt, Charitable Trusts Section of the California Attorney General’s Office
Representatives of state and federal agencies will review new compliance requirements, and discuss tax laws, exemptions and reporting requirements as they apply to existing nonprofit and exempt organizations. Learn the latest on Sales and Use Tax, recent developments in Charity Laws, and recent compliance changes from the State (FTB) and IRS that may impact your organizations.
LUNCH
11:30 a.m. to 1:00 p.m.
off-site, no-host
AFTERNOON
1:00 to 4:00 p.m.
Grants 101: An Overview of Federal Grants
Ryan Holmes, Office of Congressman Ed Royce
This seminar will provide an overview of Federal grants, discussing sources of public funding and how to search for them online, sources on grantwriting tips, the role of a Congressional office, Recovery Act/Stimulus opportunities and related topics. Special presentations will be given from several major Federal agencies, including the U.S. Dept. of Health and Human Services and the U.S. Dept. of Energy. With the dramatic increase in Federal grant opportunities over the past year, this seminar aims to offer the most current, up-to-date information on grants.