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 Tax Exempt Organizations From Start to Finish

Tax Exempt Organizations From Start to Finish

June 03, 2013

8:30 a.m. - 4:40 p.m.

Hilton Garden Inn Airport

2735 Crittenden Drive

Louisville, KY 40209

On June 3, 2013, Wyatt, Tarrant & Combs, in conjunction with the National Business Institute, and along with some friends, will present a comprehensive program addressing Kentucky tax exempt nonprofit organizations.

In addition to Wyatt’s speakers, attendees will hear from Kevin Connelly, Executive Director of the Center for Nonprofit Excellence,  Caroline George Meena, Gift Planning Advisor and Regina Rapier Beckman, Director of Gift Planning, both with the Community Foundation of Louisville.

This is a rare opportunity to receive a complete overview and update on the many issues confronting nonprofit corporations and their directors and officers, as well as key tax and compliance pointers.

Wyatt’s lawyers have long represented nonprofit organizations of all types, as well as individuals, and other organizations, in dealings and transactions with nonprofit organizations.  The Firm’s experienced lineup of professionals includes corporate, tax, and trust and estate planning attorneys.  The all-day presentation will include one hour of attorney ethics credit.


The program will cover topics that include:

Formation -  Tad Myre

Tad Myre

Establishing Tax-Exempt Status With the IRS - Kelly Henry and Dan Soldato

Kelly Henry 2 Thumbnail Photo  Dan Soldato

Governance Issues - Rick Alsip and Bob Heath

Rick Alsip  Bob Heath

Planned Giving; Gift-Giving and Fundraising Issues - Turney Berry and Jeff Yussman

 Turney Berry  Jeff Yussman

Form 990: Key Compliance Points and Disclosure Considerations - Tom Luber and Jim Nitsche

 Tom Luber  Jim Nitsche

Community Foundations - Caroline Meena and Regina Rapier Beckman

Caroline Meena  Regina Rapier

Ethical Consideration for Practitioners - Frank Mellen

 Frank Mellen

Kentucky's Nonprofit Community - Kevin Connelly

Kevin Connelly 

Operational Issues - Tad Myre

Tad Myre






8:00 - 8:30 : Registration

8:30 - 4:40 : Seminar

Complimentary snacks and refreshments are provided.

Lunch is on your own.


Credit Information

Continuing Legal Education: 6.75

Enrolled Agent/Registered Tax Return Preparers: 8.00

CPE for Accountants/NASBA: 8.00



$359 for the first registrant

$349 for each additional registrant

$339 for new professionals*

*A new professional is anyone with three or less years of professional work experience.


Click here to register.

Click here for more detailed information on the seminar.


Tax Exempt Organizations From Start to Finish

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