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Evolving Changes in the Not-For-Profit Industry

Date: Wednesday, February 27, 2019
Time: 1:00 - 2:30 pm EST

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $199.00

Registration - Live Webinar Plus CD Recording: $268.00


Don’t wait for an audit! Learn what nonprofit practitioners, board members and staff need to know to proactively preserve exempt status.

This program will focus on the current IRS (and congressional) areas of interest in evolving changes in the not for profit industry.

You will learn what nonprofit practitioners, board members and staff need to know to proactively preserve exempt status - don’t wait for an audit! Learn how to use practical proactive planning to preserve exempt status.

Learning Objectives:

  • You will be able to review Forms 1023 and 1023 EZ.
  • You will be able to discuss 2018-2019 IRS Priority Guidance.
  • You will be able to describe auto revocation.
  • You will be able to explain crowdfunding and state regulation.
This Live Webinar Covers These Hot Issues:
  • TEGE Organization/Org Chart etc. – Name Change
  • 2019 TEGE Program Letter
  • 2018-2019 IRS Priority Guidance
  • Forms 1023 and 1023 EZ
  • §501(c)(4)
  • Auto Revocation
  • Tax Cuts and Jobs Act (TCJA)
  • IRS Audits
  • Partnership Audit Regime
  • Investment Partnerships
  • Donor Advised Funds (DAF)
  • Investing – Endowments
  • New Paradigm of Charity
  • Enforceable Pledges and Naming Rights
  • Crowdfunding and State Regulation

Credit Information (Sponsored by Lorman Education Services):

  • CLE
  • CPE

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.


Michael D. Glass, Tax Exempt Advisory Services, LLC

  • Recently retired after a 31-year career with the Internal Revenue Service (IRS); in June 2018 he started a consulting firm Tax Exempt Advisory Services, LLC and serves as the president who is officially recognized by the IRS as an enrolled agent
  • Has significant experience in the navigation of the IRS examination process as a field agent, training, managing and leading other agents and managers who are now responsible for conducting field examinations for the IRS
  • Was the subject matter expert for areas including unrelated business income, colleges and universities, hospitals and ACA IRC 501(r) for the TE/GE Division; also served as a member of the IRS Speakers Bureau between 1990-2018
  • Received the TEGE Head Office Award for creating and implementing a future state initiative project, 2018; received the Marvin C. Gutter Outstanding Public Service Award from the Florida Bar Association, 2017
  • Appointed as trustee and board member for the Coral Springs Community Chest, Inc. the city’s 501(c)(3), November 2018
  • B.S. degree in business studies, State University of New York College of Buffalo; completed studies in accounting to become a CPA candidate, Nova Southeastern University

Henry H. Raattama, Jr.Akerman LLP

  • Partner at Akerman LLP
  • Focuses on nonprofit organizations, higher education institutions, individuals, and families in complex tax, estate, and business planning matters
  • Chambers USA describes him as a leading nonprofit expert and notes his tremendous reputation
  • Fr, equent lecturer and author on tax matters and has been an adjunct professor in the Tax Master’s Program at the University of Miami College of Law
  • Member of the American College of Tax Counsel and The Florida Bar, where he is a past chair of its Tax Section and Tax Certification Committee
  • Active in the bar and community, he is a recipient of the Gerald T. Hart Outstanding Florida Tax Attorney, the James W. McLamore Miami-Dade County Volunteer of the Year Award, and Outstanding Professional Advisor, Miami-Dade County, Florida
  • Active member of the nonprofit community, having counseled many nonprofit organizations over the years and is involved with many charitable programs; he founded, and is currently a co-chair, of PhilanthropyMiami, whose participants include most of the nonprofit community in Miami Dade County
  • In addition to Chambers USA, he is a board certified tax lawyer by The Florida Bar Board of Legal Specialization and Education and recognized by Florida Trend as a legal elite tax attorney, The Best Lawyers in America, and other publications
  • LL.M. degree, New York University School of Law; J.D. degree, University of Florida Levin College of Law; B.S. degree, University of Florida; B.A. degree, University of Florida

Michael W. Rachael, EOTC

  • Currently operates Exempt Organizations Tax Controversy (EOTC) as a consulting service
  • Was a manager in the Tax-Exempt Organizations National Tax Practice located in Ernst & Young’s (EY) Atlanta Office; he joined EY in May, 2005 and retired on June 30, 2015
  • 37 years of Federal service (34 years in the Internal Revenue Service and 3 years in the U. S. Army)
  • During his IRS employment he worked in the Examination Division (now SB/SE) and EP/EO (now TE/GE) as a revenue agent, supervisory revenue agent, senior regional analyst, chief, technical staff, and branch chief (now area manager)
  • Has extensive knowledge and experience with the Service’s compliance programs in the exempt organizations function from both a pre-filing (application/determination) and post-filing (examination) perspective
  • Had significant experience with customer education and outreach activities at the Service in making presentations on EO tax law administration and current issues of importance to outside stakeholders
  • Associate member of the Georgia Society of CPA’s and registered with IRS as an enrolled agent
  • B.B.A. degree with an accounting major, Armstrong State University (now Armstrong Campus – Georgia Southern University)

(Not available outside the US)