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Fourth Annual Advanced Nonprofit Law Institute National ConferenceScottsdale, AZ • February 21 and 22, 2013

This one and half day conference offers an approved continuing education opportunity for attorneys, accountants, and IRS enrolled agents.

See inside for detailed credit information.

Register today! www.foxmoor-ce.com

CREDITS FOR ATTORNEYS................................................. Depending on each state’s rules, this event will qualify for 10-12 CLE hours

This seminar has been approved for CLE credit for attorneys in the following states (number of approved hours): California (10.25), Colorado (12.0), Florida (12.5), Minnesota (10.25), Missouri (11.1), New Mexico (10.2), New York (12.0), North Carolina (10.25), Ohio (10.25), Pennsylvania (10.0), Tennessee (10.25), Texas (10.25), Utah (10.0), Virginia (10.0), and Wisconsin (12.0). CLE credit has been applied for and is pending in Indiana, Nevada, and Washington. Please contact Foxmoor Continuing Education if you are in need of CLE approval in a state in which credit has not been applied for. Applications will be filed, as requested.

CREDITS FOR ACCOUNTANTS................................................. Maximum CPE Credit Hours: 12.0

Foxmoor Continuing Education, a division of HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Max CPE Hours: 12; Field of Study: Taxation; Prerequisites: Knowledge Non-Profit Law & Accounting; Level of Knowledge: Advanced; Advanced Preparation: None.

CREDITS FOR IRS ENROLLED AGENTS ................................................. Earn 12 credit hours.

This program qualifies for 12.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).

Registration InformationLOCATION & ACCOMMODATIONS................................................DoubleTree Resort by Hilton Paradise Valley480-947-5400 • paradisevalley.doubletree.com5401 N Scottsdale Rd • Scottsdale, AZ 85250 Foxmoor Continuing Education has secured a limited block of rooms on a first-come, first-serve basis at a group rate of $179 per night for a single or double room. Dates available are Wednesday, February 20 and Thursday, February 21. The room block will be held until January 21. After the block is filled, rooms will be filled on a space and rate availability basis only. Call 480-947-5400 and mention Advanced Nonprofit Law to book a room and receive the group rate.

COST TO ATTEND................................................$499 per person early bird registration $599 per person after January 21, 2013 It’s easy to register. Enroll today!

• Register online at foxmoor-ce.com.• Fill out and mail or fax the attached form. • Call (715) 835-5900 now.

Pre-registration is recommended. Walk-ins will be accepted if space is available. You will be contacted if any scheduling changes occur. We do not send confirma tions. Cancellations must be made at least 48 hours before the start of the seminar (CST), and receive a full tuition refund, minus a $45 service charge for each registrant. If you cancel after that time, you may choose to apply a credit toward another seminar or the CD/manual package. You may also send another person to take your place.

[ ] Yes, I will attend. $499 per person prior to January 21, 2013 $599 per person after January 21, 2013

[ ] No, I am not attending. Please send me the CD/Manual Package.

$299 (Shipping and handling included) Product will ship UPS. Allow five weeks from the seminar date for delivery. Will not ship to PO Boxes.

©2012 Foxmoor Continuing Education SD #13504a and #13504b SCOT

Register

REFERENCE MATERIALS.................................................. [ ] Nonprofit Law for Colleges & Universities $75 Product Code: SAM024435

[ ] The Law of Tax-Exempt Organizations $315 Product Code: SAM021885

[ ] Nonprofit Governance: Law, Practices & Trends $80 Product Code: SAM026001

REGISTRANT INFORMATION........................................................................................................Company/Firm: ________________________________________________________

Address: _____________________________________________________________

City: _______________________________________ State: _____ Zip: ___________

Phone: _______________________ [ ] Special accommodations needed. Please contact me.

Complete the following for each registrant. Attach duplicate forms if necessary.

Name: ______________________________________________________________

Position: _____________________________________________________________

Name: ______________________________________________________________

Position: _____________________________________________________________

Name: ______________________________________________________________

Position: _____________________________________________________________

Detach entire panel. Fax to 715-835-6066 or mail to Foxmoor Continuing Education, PO Box 278, Altoona, WI 54720-0278.

TAX CALCULATION- For product orders- NOT live seminar.................................................. Product Total: $ _____________________

Tax: _____________________________

Total Amount: $ ___________________

PAYMENT INFORMATION.................................................. [ ] Check Enclosed Payable to Foxmoor Continuing Education[ ] Credit Card MasterCard, Visa, American Express, or Discover

Card Number: ______________________

Expiration Date: ____________________

Cardholder Name: ___________________

Signature: _________________________

Email: ___________________________

Program # SD 13504a and 13504b SCOT

SCHE

DULE Thursday, February 21

8 AM Registration 8:30 AM Conference 12 PM Lunch (On Your Own) 1 PM Conference 5PM Networking Social Hour Friday, February 228 AM Registration 8:30 AM Conference 12 PM Conference Ends

Nonprofit Law for Colleges and UniversitiesA hands-on guide to the most pertinent and critical legal issues facing those who lead and manage tax-exempt colleges and universities.Nonprofit Law for Colleges and Universities is a practical, accessible guide to nonprofit law as it is specifically applicable to exempt colleges and universities, and their related entities, such as fundraising foundations, endowment funds, supporting organizations, for-profit subsidiaries, and limited liability companies. $75 Product Code: SAM024435

.............................................................................

The Law of Tax-Exempt Organizations, 10th EditionEasy-to-use reference—written in plain English—to help you understand the issues at hand and make informed decisions. As a lawyer, manager, accountant, director, officer, or executive for a nonprofit, you face special rules governing everything from how your organization must be organized to methods of measuring unrelated business income. This reference will help you understand a particular aspect or get a quick refresher on specific rules. $315 Product Code: SAM021885

.............................................................................

Nonprofit Governance: Law, Practices & TrendsA comprehensive resource that summarizes the laws and explains many good governance principles that have been promulgated.Recent scandals in the charitable sector, as well as the adoption of a myriad of nonprofit best practices and guidelines, have created a need and demand for better governance of nonprofits. In Nonprofit Governance, you get a comprehensive, authoritative examination of the law, practices, and trends of nonprofit governance. $80 Product Code: SAM026001

.............................................................................

Reference MaterialsDAY ONE AGENDA.................................................. Current Developments for Tax-Exempt Organizations

• IRS and Treasury Initiatives• IRS Annual Report, Work Plan, and Priority Guidance Plan• Compliance Checks• Pending and Forthcoming Regulations• Notable Rulings and Cases

Tax Planning for Charitable Giving • Substantiation Rules• Qualified Appraisers and Appraisals• Gifts of Easements• Form 990, Schedule M Reporting• Current Developments

Commerciality and Private Benefit• Factors in Determining Commerciality• Defining Private Benefit• Recent IRS Rulings• Recent Cases

Joint Ventures • For Profit v. Nonprofit• Governance Structures • Operating Agreement Provisions• Form 990, Schedule R Reporting• Current Developments

Group Exemptions• Pros and Cons of Group Exemptions• Oversight by Central Organization• IRS Compliance Check

Donor-Advised Funds• Definition of a Donor-Advised Fund• Statutory Requirements and Limitations• Treasury and Congressional Research Service Studies• Creative Uses of Donor-Advised Funds• Current Developments

Coping With IRS Audits • Relevant IRS Structure• Audit Procedures• Pre-Audit Precautions• “Managing” Audits• Examination Issues

Breakout Track A: Healthcare Issues• Section 501(r) and Its Regulations• Accountable Care Organizations• Qualified Nonprofit Health Insurance Issuers• State Insurance Exchanges• Health Insurance Coverage• Case Studies

Breakout Track B: Private Foundations and Supporting Organizations

• Current Issues for Private Foundations• Uses of Supporting Organizations• International Grant-Making Practices• Uses of Form 8940• Focus on Self-Dealing• Case studies

Social Hour Sponsored by Polsinelli Shughart

DAY TWO AGENDA..................................................Governance – What’s New, What’s Required, What’s Expected, and What Makes Sense

• Current Views of Good Governance• IRS Governance Checksheet and Results• Board Composition Issues• IRS Use of Private Benefit Doctrine• Executive Compensation Best Practices• Policies and Procedures • Current Developments

Subsidiaries and Other Affiliates • Entity Types• Nonprofit v. For-Profit• Separateness• Transfer Pricing

Case Studies

Agenda

EXHIBITORS WANTED

Take advantage of the opportunity to showcase your products and services to key professionals at this national conference. Set up a table to maximize your visibility and network with conference attendees.

Reserve your table today, call 715-835-5900.

To order call 715-835-5900 or visit foxmoor-ce.com now!

Bruce R. Hopkins Senior partner specializing in the representation of tax-exempt organizations with Polsinelli Shughart PC Mr. Hopkins teaches at the University of Kansas School of Law and has taught at the George Washington University Law School for 19 years. He is the founder of the Nonprofit Law Center, online at www.nonprofitlawcenter.com. In 2007, he was the recipient of the Outstanding Nonprofit Lawyer Award (Vanguard Lifetime Achievement Award) from the American Bar Association. He is listed in The Best Lawyers in America, for Nonprofit Organizations/Charities Law, 2007-2012. Mr. Hopkins is the editor of John Wiley & Son’s Nonprofit Law, Finance and Management Series. He is the author of 17 books that address laws for nonprofit organizations, fund-raisers, and charitable giving, and he is coauthor of four books dealing with laws for special types of nonprofit organizations. He earned his JD degree and LLM degree at George Washington University and his BA degree at the University of Michigan. Mr. Hopkins is a member of the bars of the District of Columbia and the State of Missouri.

Douglas K. Anning Shareholder concentrating in healthcare, taxation, and corporate law with Polsinelli Shughart PC Mr. Anning has substantial experience in mergers and acquisitions, transactional matters and structuring joint ventures. A frequent lecturer and author, Mr. Anning served as cochair of the American Health Lawyers Association Sarbanes-Oxley Task Force and as chair of AHLA‘s Tax-Exempt Practice Group. Admitted to practice in Missouri and Kansas, he is a member of the Kansas City Metropolitan Bar, the American Bar Association, and the American Health Lawyers Association. He received his BA degree, with distinction, and his JD degree, with honors (Order of the Coif; editor, Kansas Law Review) from the University of Kansas. He is the coauthor of The New Form 990: Law, Policy & Preparation, as well as Corporate Governance Implications of Nonprofit Executive Compensation. Mr. Anning is listed in The Best Lawyers in America and was voted a Missouri/Kansas Super Lawyer.

Virginia C. Gross Shareholder specializing in the representation of tax-exempt organizations with Polsinelli Shughart PCMs. Gross counsels varied nonprofit organizations on all aspects of tax-exempt organizations law, such as formation, qualification, activities, and business ventures. She advises nonprofit clients on issues regarding their operations, fundraising practices, unrelated business income planning, joint venturing and partnering, grant-making, and the use of supporting organizations and for-profit subsidiaries. Nonprofit clients include charitable and educational organizations, private foundations, associations, supporting organizations, healthcare organizations, social welfare organizations, and social clubs. Ms. Gross is a frequent writer and speaker on nonprofit law topics. Her publications include Nonprofit Governance: Law, Practices & Trends, Nonprofit Law for Colleges and Universities, and The New Form 990: Law, Policy and Preparation.Ms. Gross earned her JD degree from the University of Texas and her BS degree from Texas A&M University, and she is listed in The Best Lawyers in America for

Nonprofit Organizations/Charities Law.

Thomas J. Schenkelberg Chair of the Polsinelli Shughart PC Nonprofit Organizations Practice GroupDrawing on his experience as both an attorney and a certified public accountant, Mr. Schenkelberg’s practice specializes in the areas of tax, nonprofit, and healthcare law. Clients turn to Mr. Schenkelberg for structuring mergers and acquisitions, guiding corporate reorganizations, and qualifying for tax-exemption. He also works on joint ventures of nonprofit and for profit entities, nonprofit governance issues, compliance with private foundation rules, unrelated business income planning, fundraising programs, for-profit subsidiary planning, public charity qualification, and use of supporting organizations. His practice involves planning for integrated delivery systems, whole hospital joint ventures, medical service organizations, and avoidance of private inurement/intermediate sanctions. He has served as the vice chair of the American Health Lawyers Association Tax and Finance Committee and is a frequent writer and speaker on nonprofit law topics. Mr. Schenkelberg is listed in The Best Lawyers in America, Non Profit Organizations/Charities Law.

John F. Crawford Associate with Polsinelli Shughart PCWith his tax law background, Mr. Crawford advises both nonprofit and for-profit entities. He represents all types of nonprofit organizations and assists them with formation, structure, and operational issues. These issues include qualifying organizations for tax exemption, governance issues, compliance with private foundation rules, supporting organization issues, unrelated business income planning, joint ventures, for-profit subsidiary planning, private inurement/intermediate sanctions issues, and dissolution issues. Mr. Crawford concentrates his for-profit tax practice representing clients on tax matters relating to real estate-mortgage investment conduits (REMIC) and other real estate based investment pools. Mr. Crawford also has experience in state and local sales/use tax matters and implementing tax-advantaged structures for solar energy projects.

Lauren K. Mack Shareholder specializing in the representation of tax-exempt organizations with Polsinelli Shughart PCMs. Mack is a tax-exempt organizations, tax-exempt finance, and healthcare law attorney with a focus on federal tax matters. She counsels and represents hospitals, healthcare organizations, and other tax-exempt organizations in connection with a wide variety of tax planning matters. She provides advice in connection with corporate and transactional matters; assists clients with respect to exemption applications, private letter ruling requests, audits and closing agreements; and counsels clients on tax compliance and governance matters. In addition, Ms. Mack has been involved in a broad range of tax-exempt financings, serving as bond counsel and counseling borrowers (including healthcare organizations, cultural institutions, schools, and universities), underwriters and banks with respect to tax matters. She advises clients with respect to transaction structuring, as well as post-closing tax compliance. She represents clients before the IRS in connection with audits, closing agreements under the IRS’s Voluntary Compliance Program, and private letter rulings. Ms. Mack is a regular speaker on tax-exempt organization and tax-exempt finance issues. She is currently vice chair of the AHLA Tax and Finance Practice Group and chair of the Tax and Accounting Interest Group of the ABA Health Law Section.

Speakers Biographies