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Nonprofit Real Estate – Special Aspects Including Ownership, Transfer, Property Tax Exemption, and Third-Party Facility Usage
How are nonprofit real estate transactions similar to but different from commercial transactions? To what extent may property tax exemption be available? This session addresses buying, selling, or donating real estate within the nonprofit context, including corporate authorization required for such transaction, potential conflict of interest implications, and related tax and risk management aspects. Additionally, this session will explain legal qualification for religious, educational, and charitable property tax exemption – particularly how it differs from Section 501(c)(3) tax-exempt status, why all the details really matter, and how best to show that fee revenues do not violate the “view to profit” disqualification. Learn how to best structure facility usage arrangements in requisite non-commercial ways, to maximally protect property tax exemption.

Starting a Nonprofit – Corporate Development, IRS Tax-Exemption Applications, and Other Important Steps for Nonprofit Flourishing
What formational questions should practitioners address and resolve in helping clients develop new nonprofits? Careful attention to applicable nonprofit state law, bylaws, corporate policies, and governance dynamics is critical, along with due consideration for how best the nonprofit fits Section 501(c)(3) tax-exempt classification. Learn more about important legal compliance, best practices, and pitfalls in this session focusing on initial corporate development and successful tax-exempt applications - all to well equip nonprofit leaders for long-term vitality.

There are several uses for the business valuation beyond simply valuing the business. Learn other ways in which to use the information, such as to help determine the owner’s true economic income for support; to locate hidden assets; locate additional liquidity. Other tips covered will include how to structure a settlement when the only significant asset of the marital estate is the business; what if non-marital real estate is used by or leased to the marital business or vice versa; and how to get these items covered indirectly in trial.

A brief overview of the Market, Income and Asset approaches – what are they and how they should be used. Learn the valuation methods to be used within each approach and when each is appropriate.

• Discuss a Calculation – Calculated Value; Restricted Valuation; and Valuation – Opinion of Value • When and when not to use each of these types of value • Advantages of a Detailed Report vs a Summary Report. • Should a Business Valuation be used in this case based on the cost?

A complete guide to environmental issues raised in corporate and real estate transactions.

Learn how to properly navigate your nonprofit clients through the legal framework within which they must operate. This webcast series with attorneys from Wagenmaker & Oberly, LLC will walk you through the process from Starting a Nonprofit all the way to Nonprofit Dissolution covering such topics as federal tax issues, ethical issues for attorneys involved with nonprofits, nonprofit real estate, and transitions in between. Attend the entire series, or only those sessions that you choose.

Review recent ARDC Annual Report statistics on mental health and attorney wellness. Tips will be presented for practicing law and self-care and for dealing with stress and depression. The role of colleagues, peers, mentors and of attorney regulation will be discussed as a way of providing meaningful help.