Podcasts about tax exempt

SPECIAL EDITION! I talked with Scott Hodge, Tax and Fiscal Policy Fellow at Arnold Ventures, about his white paper: "Reining in America's $3.3 Trillion Tax-Exempt Economy." Listen. We all need to reassess the nonprofit status and its misuse and far-reaching impact. He wrote it while at the Tax Foundation; go to taxfoundation.org to get your copy. Read it. Mark it up. Think about it.

A great classic audio piece from Norman Dodd who explains yet another loophole that benefits the ruling class in America. Rumble: https://rumble.com/c/TheFactHunter Website: thefacthunter.com Email: thefacthunter@mail.com Snail Mail: George Hobbs PO Box 109 Goldsboro, MD  21636

Miguel Laranjeiro, investment director for municipal debt at Abrdn, says the appetite for muni-bond assets has been growing at a point when "tax-exempt yields look really attractive," with tax-equivalent yields running up to 6 percent for investment-grade bonds, an attractive option compared to corporate and other bond types. Laranjeiro notes that potential policy changes being discussed in Washington are likely to help muni-bond investors and issuers, and that the biggest concern — a repeal of the tax exemption for muni bonds — is unlikely, and would not impact current paper if enacted. Further, Laranjeiro discusses how the wildfires in California — and similar disaster scenarios — are having some unexpected impacts on the muni-bond market.

Imagine eliminating property taxes while maximizing cash flow. Sound too good to be true? In this episode, seasoned investor Mark Khuri reveals the game-changing strategy of tax-exempt apartment investing. Learn how public-private partnerships can create affordable housing while unlocking massive savings and solid investment returns.Mark shares the ins and outs of this innovative approach, breaking down how savvy investors are thriving despite rising rates and competitive deals.Ready to explore this unique strategy? Visit SMKcap.com to learn more!Top three things you will learn: -How to slash costs and boost property value-The key criteria for tax-exempt properties-Why this niche offers a strong risk-reward profileAbout Our Guest:Mark Khuri co-founded SMK Capital Management, which curates attractive opportunities through varying investment environments. Mark brings over 18 years of real estate investing experience to the organization. His career began in 2005 when he started investing in residential real estate in California and Florida. Throughout his career, he has sourced, underwritten, acquired, raised capital, rehabilitated, managed, and sold residential and commercial investments in multiple US markets.Mark has analyzed thousands of investment opportunities and has successfully bought, renovated, sold, and invested in over 120 properties with a combined value of over $1.5 billion and created and managed over 65 real estate partnerships with investors.Connect with Mark Khuri:Website - https://smkcap.com/Free IBCA or Financial Freedom Discovery Calls:-https://wealthwithoutwallstreet.com/freecallTurn Active Income Into Passive Income:-https://wealthwithoutwallstreet.com/piosWealth Without Wall Street New Book:-https://wealthwithoutwallstreet.com/newbookJoin Our Next Inner Circle Live Event:-https://www.wealthwithoutwallstreet.com/live-Promo Code: PODCASTIBC Webinar:-https://wealthwithoutwallstreet.com/ibcApply to Join the Passive Income Mastermind:-https://wealthwithoutwallstreet.com/wwws-passive-income-mastermindJoin the Community:-https://wealthwithoutwallstreet.com/communityTake the Financial Freedom Analyzer:-https://wealthwithoutwallstreet.com/quizDiscover Your Path to Financial Freedom: -

Unlock the secrets of successful municipal bond investing with insights from industry experts. Join us as we promise to transform your understanding of the municipal bond market, featuring critical insights from Jay McAndrew, Columbia Threadneedle's ETF maestro, and Nicole Vance, a dedicated client portfolio manager. We tackle the financial intricacies of Chicago, challenging conventional ratings and exploring the impact of fiscal and monetary shifts post-election. Nicole shares her personal journey into the world of fixed income and municipal bonds, providing a passionate perspective on the opportunities and challenges within this sector.Our conversation extends to the strategic intricacies of municipal bond investments, emphasizing the significant role of credit research and the seasoned approach needed in navigating this market. Explore the allure of tax-exempt investments amid political changes and tax reforms, and discover the potential sectors ripe for investment, such as utilities and charter schools. With a focus on evolving strategies, we highlight the market's shift towards mutual funds and ETFs, offering insights into high yield municipal funds and the unique prospects of the municipal market curve. Jay McAndrew further enlightens us on the benefits of the intermediate ETF approach, ensuring you're well-equipped to harness the full potential of municipal bond investing.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Scripture Notes - https://scripturenotes.com/  Orthodox members of the Church today often feel anchorless as the Church has changed its message to them. Other members are encouraged because there are no authoritative checks from the pulpit on their social agendas. The Church used to directly address its day's cultural and social ills and influences. Today, it is silent on these issues, except one, religious freedom. Is the Church's tax-exempt status a muzzle? Or are we going in a different direction? Website - www.cwicmedia.com 

Two huge topics that defined the Harris/Walz platform were taxing rich people and the right to abortion. Gary points out how both of these are misrepresented to appeal to uninformed voters. Emotional appeals, even from Billy Graham's granddaughter, are used to divert people from the real truth of every matter. Get Gary's paper on The Bible and Abortion here: https://americanvision.org/images/uploads/abortion-biblical-law-and-the-civil-magistrate.pdf

In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment Strategy at DWS Asset Management. Chad provides an update on the federal tax-exempt bond market, which includes issuers spanning state and local municipalities to public use facilities such as mass transit, airports, and toll roads. We also discuss the interest rate environment in light of Federal Reserve policy and the upcoming federal elections. 

One from the archives, almost exactly three years ago. The more things change, they more they don't. Political liberals are more than willing to use every means necessary to get their message out, even breaking tax laws. Conservatives and Christians seldom have this boldness. In fact, many Christians don't even see the reason to be involved. The Apostle Paul would not agree.

In the latest episode of Public Power Now, John Godfrey, Senior Government Relations Director at APPA, discusses some of the steps that APPA is taking to gear up for what is expected to be a massive tax policy debate in Washington next year including a cooperative effort with other state and local trade associations to create a nationwide map of projects financed with tax-exempt municipal bonds.

Canadian author and activist Yves Engler explains that the Canadian Revenue Agency (CRA) revoked the tax-exempt status of the Jewish National Fund (JNF) and the Ne'eman Foundation because these organizations used donations to build military infrastructure for the Israel Defence Forces (IDF), thereby violating Canadian tax rules.

Mike Ferguson in the Morning 08-20-24 (6:05am) The Missouri Dept. of Revenue quietly changed the process to alter gender gender listings on driver's licenses and ID's. Story here: https://missouriindependent.com/2024/08/19/missouri-agency-quietly-made-it-harder-to-change-gender-marker-on-drivers-licenses/ DNC gets underway in Chicago. A look at Day One protests here: https://www.newsmax.com/politics/protest-democratic-convention-chicago-war/2024/08/19/id/1177116/   (6:20am) Politics and the pulpit...should churches continue to be tax-exempt? We discuss the issue.    (6:35am)  Melanie Collette from the Project 21 black leadership network talks about Michael Brown and Ferguson, MO, 10 years later...who is lying and who is telling the truth.  (@NJGOPDiva) Melanie's podcast, Money Talk with Melanie: @MoneyTalkMel (https://nationalcenter.org/ncppr/staff/melanie-collette/)   (6:50am) MORNING NEWS DUMP Day One of the DNC in Chicago included Biden's late night vindictive 50-minute swan song as he passed the torch to Kamala Harris. For folks in the Eastern time zone, he was still throwing barbs well past midnight. Story here: https://redstate.com/wardclark/2024/08/20/joe-bidens-dnc-swan-song-hes-going-out-as-he-lived-poorly-informed-vindictive-and-dishonest-n2178316 Also on the Biden here: https://redstate.com/bonchie/2024/08/20/joe-biden-delivers-disgusting-off-script-line-during-dnc-speech-that-has-everyone-talking-n2178303 And more "on the street" reporting here: https://www.dailysignal.com/2024/08/19/15-things-we-saw-day-one-democratic-national-convention/   The Missouri Dept. of Revenue quietly changed the process for altering gender on driver's licenses and ID's. Story here: https://missouriindependent.com/2024/08/19/missouri-agency-quietly-made-it-harder-to-change-gender-marker-on-drivers-licenses/   St. Louis City alderwoman Cara Spencer (8th Ward) wants a crackdown on reckless drivers. Story here: https://www.firstalert4.com/2024/08/19/new-city-bill-would-crack-down-reckless-dangerous-drivers/   Farewell to legendary talk show host Phil Donahue. He was 88. Story here: https://variety.com/2024/tv/news/phil-donahue-dead-talk-show-host-1236110652/   Cardinals open up a critical 3-game series with the Central Division-leading Milwaukee Brewers tonight at Busch Stadium. First pitch at 6:45pm. They have 6 games with the Brewers over the next 3 weeks.    NewsTalkSTL website: https://newstalkstl.com/ Rumble: https://rumble.com/c/NewsTalkSTL Twitter/X: https://twitter.com/NewstalkSTL Facebook: https://www.facebook.com/NewsTalkSTL Livestream 24/7: bit.ly/NEWSTALKSTLSTREAMSSee omnystudio.com/listener for privacy information.

Mike Ferguson in the Morning 08-20-24 (7:05am) We continue the discussion on churches & tax-exempt status.   (7:35am) Tony Kinnett from the Daily Signal is in Chicago and talks about the "opening day festivities" on Monday at the Democratic National Convention.  You can follow his exploits here: https://www.dailysignal.com/2024/08/19/15-things-we-saw-day-one-democratic-national-convention/ (@TheTonus)   (7:50am) We discuss YouGov survey on proposals that both Republicans and Democrats can agree on. Article here: https://today.yougov.com/politics/articles/50343-national-policy-proposals-with-bipartisan-support   NewsTalkSTL website: https://newstalkstl.com/ Rumble: https://rumble.com/c/NewsTalkSTL Twitter/X: https://twitter.com/NewstalkSTL Facebook: https://www.facebook.com/NewsTalkSTL Livestream 24/7: bit.ly/NEWSTALKSTLSTREAMSSee omnystudio.com/listener for privacy information.

Be sure to visit cultureproof.net Please consider supporting the Culture Proof Podcast. We aim to bring engaging content that will challenge and equip Christians to live according to the Straight Edge of Scripture. All gifts are tax deductible. Our Address is: S.E. Ministries PO Box 1269 Saltillo MS, 38866   Episode sponsors: BJUPress Homeschool Culture Proof Listeners, THANKS!   Culture Proof Podcast Theme "Believers" courtesy of Path of Revelation    

In this season 4 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines recently launched ETFs from Cullen Capital Management, Goldman Sachs Asset Management and OneAscent Investments. The featured ETFs in this episode focus on innovators in the equity income strategies, tax-exempt municipal bond income and small cap equity growth investing. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Cole Pearson, President, OneAscent Investments3. Jeff Cullen, Managing Director, Cullen Capital Management4. Scott Diamond, Co-Head of Municipal Fixed Income, Goldman Sach Asset Management  *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

The Sunday Service Choir has lost their federal tax-exempt status. The Kanye West choir lost it because West has not filed taxes within the last three years.  See omnystudio.com/listener for privacy information.

Be sure to visit cultureproof.net Please consider supporting the Culture Proof Podcast. We aim to bring engaging content that will challenge and equip Christians to live according to the Straight Edge of Scripture. All gifts are tax deductible. Our Address is: S.E. Ministries PO Box 1269 Saltillo MS, 38866   Episode sponsors: BJUPress Homeschool Culture Proof Listeners, THANKS!   Culture Proof Podcast Theme "Believers" courtesy of Path of Revelation    

Dana In The Morning Highlights 8/8Fort Bend, Crosby, Channelview and Magnolia return to school todayA chance to save during Goodwill Houston's Tax-Exempt WeekendWhat's your place that you go to that instantly brings joy?

In this Tax Credit Tuesday episode, Michael Novogradac, CPA, and Novogradac partner Charlie Rhuda, CPA, dive into the intricacies of accessing 4% low-income housing tax credits and tax-exempt bonds in a competitive market. As part of their 'So You Want to Be a LIHTC Developer' series, they discuss the basics, provide historical context, and offer practical strategies to enhance the economic benefits of such financing. The episode also covers challenges developers face in obtaining bond financing and essential tips for competing effectively in this space. Featuring real-world examples and expert insights, this episode is packed with valuable information for both new and seasoned LIHTC developers.

Letter: ‘It's time for politically active churches to lose their tax-exempt status.' Washougal resident Anne Haller believes all citizens should be concerned about the growing trend of pastors giving explicit voting advice to their congregations. https://www.clarkcountytoday.com/opinion/letter-its-time-for-politically-active-churches-to-lose-their-tax-exempt-status/ #Opinion #LetterToTheEditor #Commentary #AnneHaller #WashougalResident #PoliticallyActiveChurches #PastorsGivingVotingAdvice #SeparationOfChurchAndState #TaxExemptStatus #Washougal #VancouverWa #ClarkCountyWa #ClarkCountyNews #ClarkCountyToday

On this episode, the boys discuss how Little Caesers is a 3rd down back, their lost interest in the NBA, a 2008 championship, a mysterious man in Cleveland, and the off-the-grid nature of the Amish.

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In episode 85, Cynthia Rowland addresses the steps needed when a charitable organization has its tax-exempt status revoked by the IRS for failure to file the required information returns, that is, form 990, 990PF, 990 EZ, or the postcard return for very small charities, 990-N. Often, charities fall out of compliance not just with the IRS but also with the state regulators, which may include the state income tax filing requirements, charity registry filings, and Secretary of State annual or bi-annual filings. Today, she discusses the road to recovery for an organization that wants to get back on track. Show Notes: Farella YouTube podcast channel IRS website on Reinstatement Revenue Procedure 2014-11 (PDF explains the four procedures an organization may use to apply for reinstatement) IRS Exemption forms: Form 1023, Form 1023-EZ, Form 1024 or Form 1024-A Additional IRS information Annual Reporting and Filing Online course - Applying for Section 501(c)(3) Status - An Overview  (37 minutes) Revoked? Reinstated? Learn more If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com.  DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Dissolution is the last part in our six-part Fundamentals Series on public charities and private foundations.  The series will provide a basic overview geared toward new attorneys and attorneys new to the practice area on forming, operating and dissolving a tax-exempt organization in Massachusetts.  The Dissolution program will describe the legal requirements and the steps involved for tax-exempt organizations in Massachusetts to be able to dissolve.   Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

On this episode of Charity Therapy, we're gonna break down the often confusing world of IRS status for 501(c)(3) nonprofits. We know, taxes? Yawn, right? But stick with us because we'll make it as painless as a Band-Aid on a teddy bear. We'll dig into the difference between public charities and private foundations and spill the beans on why “tax-exempt” doesn't mean you can ghost the IRS on other taxes like payroll and sales tax. Yep, even nonprofits can't dodge the tax man entirely! But don't worry. We're not leaving you to figure this out alone. Jess and Meghan dive into the deep end of what it means to keep your nonprofit's nose clean with the IRS. Spoiler alert: You could lose big time if you snooze on your paperwork. We talk about the dreaded “automatic revocation” (cue dramatic music), which is IRS-speak for, “You're outta here!” if you forget to do your homework. We've all been there, juggling life's curveballs and trying to save the world. Sometimes, things slip through the cracks, and suddenly, your tax-exempt status vanishes like ice cream on a hot day. But hey, we've got tips and a nifty tool called DIY Mission Guardian to help you stay on track without breaking the bank. Lastly, if you're like, “Wait, what's this 990 form everyone's talking about?” don't sweat it. Think of it as your nonprofit's yearly selfie to the IRS, saying, “Look, we're still here, and we're awesome!” We chat about why it's super important and how not filing it is like forgetting your best friend's birthday—three years in a row. Trust us, you don't want to be that guy. Grab your favorite snack, kick back, and let's navigate the IRSlabyrinth together. In this episode, you will hear: Tax exemption for nonprofits isn't a total tax break Combining a 501(c)(3) and a 501(c)(4) sounds like a neat trick, but no can do - one nonprofit can't be two tax-exempt BFFs at the same time Missing your 990 filings is like ghosting the IRS Running a nonprofit ain't a solo gig Before you go all in on reviving your nonprofit, take a beat Nonprofits hiring their first employee need to jump through all the usual hoops Resources from this Episode Sign up for the Birken Law Email list: https://birkenlaw.com/signup/ Facebook page: https://www.facebook.com/birkenlaw Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Dissolution is the last part in our six-part Fundamentals Series on public charities and private foundations.  The series will provide a basic overview geared toward new attorneys and attorneys new to the practice area on forming, operating and dissolving a tax-exempt organization in Massachusetts.  The Dissolution program will describe the legal requirements and the steps involved for tax-exempt organizations in Massachusetts to be able to dissolve.   Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Finding out that your group's 501(c)3 status has been revoked can be frightening and anxiety-provoking. MoneyMinder is here to help. This episode goes over the necessary steps to take to get your group back in line with the IRS in the event you find yourself in this situation. MoneyMinder has been supporting volunteer-run nonprofit treasurers for two decades. Cyndi helps treasurers navigate this territory as a lifetime volunteer herself. Whether new to your role or a seasoned veteran, these tips might help make your volunteer experience easier. Click here for a transcript of this podcast.

Deep State money men and leaders use such as the Rockefeller dynasty use tax-exempt foundations and non-profit organizations to protect their fortunes from the taxman and also to wage war on liberty, self-government, and America’s constitutional system, explains The New American magazine’s Alex Newman in this episode of Behind The Deep State. Congress actually uncovered ... The post How Deep Staters Use Tax-Exempt Foundations to Destroy US appeared first on The New American.

Republican leaders take a new stance on voting by mail; Christian organizations face legal challenges to their tax-exempt status; and studying wildlife reactions to a total solar eclipse. Plus, eclipse glasses for farm animals, Cal Thomas on Donald Trump's abortion policy, and the Thursday morning newsSupport The World and Everything in It today at wng.org/donate.Additional support comes from www.DelTackett.com, Biblical worldview resources and training to help you live a healthy and vibrant life in Christ, and to be light and salt, impacting your neighbors and culture for the glory of God. More at www.DelTackett.com/truth.From Free Lutheran Bible College in Plymouth, Minnesota. Students start here, go anywhere, grounded in God's Word. More at: flbc.edu/world.And from Harvest USA, offering free online courses for parents seeking to Raise Sexually Faithful Kids in a Gender-Confused world. harvestusa.org/courses

Taxes for Tax-Exempt Organizations is the fifth in our six-part Fundamentals Series on public charities and private foundations.  The series will provide a basic overview geared toward new attorneys and attorneys new to the practice area on forming, operating and dissolving a tax-exempt organization in Massachusetts.  The Taxes for Tax-Exempt Organizations program will cover unrelated business income tax (UBIT); Massachusetts-specific taxes; IRS intermediate sanctions rules and excise taxes; and executive compensation excise taxes.    Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Investors might be wise to look beyond a stock's yield and instead choose stocks with durable dividends and buy those stocks when they're undervalued. Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, Capital One and Discover Deal, Healthcare Sector, VHT - Vanguard Health Care ETF, JEPI - JPMorgan Equity Premium Income ETF, SCHD - Schwab US Dividend Equity ETF, ESS - Essex Property Trust Inc., Invest in US Farmland, TROW - T. Rowe Price Group Inc., Tax Exempt, Recession, Japan.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Private Foundations - Rules of Behavior is the fourth in our six-part Fundamentals Series on public charities and private foundations.  The series will provide a basic overview geared toward new attorneys and attorneys new to the practice area on forming, operating and dissolving a tax-exempt organization in Massachusetts.  The Private Foundations - Rules of Behavior program will describe the essential differences between private foundations and public charities and why these distinctions matter from a tax and donor perspective.   Speakers: Valerie Sussman (Hurwit & Associates) Kelly Guarino (Fiduciary Trust Company)   Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Virginia saw a flood of efforts to remove Confederate monuments and iconography starting in 2020. Michael Pope has an update on one effort in this year’s legislative session. 

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Follow Mike & Shawn on Instagram! Shawn: @shawn_dimartile   Mike: @miketighe_ Today's guest is Mark Khuri.  Mark is joining us from Bend, Oregon, and owns a private equity real estate investment company.  They work with investors and capital funding to build and create a diverse portfolio of real estate investments.  Mark specializes in mobile parks, ATMs, multi-family, and self-storage investments, all of which bring cash flow.  Here's what you'll get out of the episode: What investments and assets does his company mainly focus on The top asset classes he is investing in and what a tax-exempt department is Investment strategies he is using and tips for the upcoming year What he looks for in operators and potential red flags to avoid The transparency and communication aspect of sponsors Bad experiences in different types of asset classes How to connect with Mark: Website: SMK Capital Management LLC Email: info@smkcap.com Learn more about Mike and Shawn: Shawn: www.investorshawn.com Mike: www.investormike.com

Nonprofit organizations must meet federal and state legal requirements and regulatory best practice expectations in the areas of board structure, governance and fiduciary duty. This program will review laws and rules that govern nonprofit corporation board operations, and the fiduciary duties board members assume when joining a nonprofit board as a director or officer.  This is the third in a series of six Exempt Organization Fundamentals presentations.   Speakers: Jocelyn Bishop (Hurwit & Associates) Martha J. Nahill Frahm (Goulston & Storrs PC)   Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Effective September 1, 2023, Massachusetts charities must submit their annual filings to the Attorney General's Office (AGO) using the online Charity Portal that was launched in 2022. As part of the AGO's effort to support the charities sector through this transition, the Non-Profit Organizations/Public Charities Division has offered interactive webinars to demonstrate the use of the Charity Portal. This Brown Bag program offers an opportunity for practitioners to learn tips on efficient use of the portal and to ask questions directly to members of the AGO team who were involved in the development of the Charity Portal.    Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

This week, Lauren and Heather welcome their colleague Jim Pool, a health care attorney at Maynard Nexsen. Jim has deep experience handling all levels of healthcare regulatory and tax law issues, including assisting clients with internal and external audits and investigations, implementing alternative payment arrangements and collaborative delivery systems, and more. Listen to episode 176 for an insightful discussion on tax exempt entities in relation to healthcare practices!

Hunter Biden made a surprise appearance Wednesday on Capitol Hill, defiantly walking into a House committee hearing centered on whether to hold him in contempt. Democratic consultant and political commentator James Carville said Tuesday on CNN's “Anderson Cooper 360″ that former President Donald Trump will underperform” with voters in Iowa. The investigation, which focuses on Harvard University, the Massachusetts Institute of Technology, the University of Pennsylvania, and Cornell University, was launched this week by the House Ways and Means Committee. News of its existence comes as conservatives take aim at schools for seemingly being late to condemn the Oct. 7, 2023, Hamas-led terrorist attacks against Israel, while promoting diversity, equity, and inclusion policies that lawmakers argue “raise questions about moral clarity,” according to a letter the GOP-led panel's chairman, Rep. Jason Smith (R-MO), sent Wednesday to the presidents of the four universities. Republican presidential candidate Vivek Ramaswamy will turn the tables on CNN and his opponents, Gov. Ron DeSantis (R-FL) and former Gov. Nikki Haley (R-SC), during Wednesday night's debate by running an ad during the program in all Iowa markets encouraging viewers to turn it off.See omnystudio.com/listener for privacy information.

Welcome to Legal Visionaries! In this episode, our host Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, and business exit planning, and an inductee into the NAEPC Hall of Fame, and David Murray, Vice President of Sterling Foundation Management, LLC uncover a lesser-explored avenue in tax and income planning – tax-exempt trusts under IRC Section 664. Join us as we explore the intricacies of these trusts – what they are, how they are created, and their inner workings. Whether you are a seasoned investor or just delving into the world of tax planning, this episode offers valuable information and practical examples that shed light on a tax and income planning option that might not be on everyone's radar.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Introduction to Tax Exempt Organizations is the first in a six-part Fundamentals Series on public charities and private foundations.  The series will provide a basic overview geared toward new attorneys and attorneys new to the practice area on forming, operating and dissolving a tax-exempt organization in Massachusetts.  The Introduction program will describe what it means to be a nonprofit and a 501(c)(3), choice of tax classification, choice of entity (state law) and the basics on advising clients.    Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Formation of Tax-Exempt Organizations is the second in our six-part Fundamentals Series on public charities and private foundations.  The series will provide a basic overview geared toward new attorneys and attorneys new to the practice area on forming, operating and dissolving a tax-exempt organization in Massachusetts.  The Formation program will describe how to form a nonprofit 501(c)(3) organization, choice of tax classification and state entity, state registration, and basics on advising clients.     Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Dive into the contentious debate over tax-exempt status for churches. Uncover the historical context, grapple with the clash between religious freedom and fairness, and discover the tangible consequences. Join us for a thought-provoking exploration of this critical issue that's shaping our society. Don't miss this eye-opening episode!

Josh dives into the advantages and drawbacks of different tax-exempt income sources such as Roth IRAs, municipal bonds, and permanent life insurance, emphasizing the value of building tax-exempt income for potential future tax hikes. He guides listeners on smart financing for expenses like home repairs by considering factors like interest rates and tax implications. When a listener asks about CD rates, Josh transitions to discuss concerns about stock market fluctuations and buying opportunities. The conversation takes a turn as a cautionary tale about long-term care insurance is shared by a caller, leading Josh to explain the options for long-term care insurance, especially in your 70s. He also offers advice on asset allocation for older individuals, stressing the importance of having an equity component to fight inflation. Can't get enough of the Financial Quarterback? Click 'Subscribe' to ensure you never miss a play. New episodes touchdown right here! And if you're loving the playbook, drop us a 5-star rating and leave a review. Your feedback drives the game!

In the current health care landscape, joint ventures between for-profit and tax-exempt entities may trigger tax or other reporting consequences that should be considered and addressed at the outset. Jennifer Noel, Corporate Director of Tax, Christiana Care Health System, Robert Friz, Partner, PricewaterhouseCoopers, and Gerald Griffith, Partner, Jones Day, discuss why it's important for a nonprofit to consider IRS guidance and the various tax implications before entering into a joint venture, the types of issues a nonprofit might encounter, and the types of transactions currently taking place. Jennifer, Robert, and Gerald are speaking at AHLA's upcoming 2023 Tax Issues for Health Care Organizations program in Washington, DC.To learn more about AHLA and the educational resources available to the health law community, visit americanhealthlaw.org.

*ALL TOPICS DISCUSSED ARE FOR INFORMATIONAL AND EDUCATIONAL PURPOSES ONLY AND NOT TO BE CONSIDERED OR CONSTRUED AS LEGAL ADVICE*   Welcome to the FOUNDATION!   [The] Foundation - Private Tax Exempt Foundations This May Be A Very Controversial Show...   "Sot, what happened to the show from last week?l" We Are Living In Crazy Times, May Be Best To Listen Live...       Some Ideas are based in 'reality". Most Ideas are Simply Dynamite With Very Short Fuses. Most Do Not Understand That It Takes Specific knowledge In Order To Do Everything And Anything. ...   Once You Have "Gone Private" It Is All About What You KNOW. Think About That For A Minute.   The System Is Set Up To Allow Us To BARELY Get By? Let's Talk About Banks, Trust, The Monetary System and What YOU Can Do About It!   As Always, Make Sure To Call In With Any Questions!   Join Host Sot El as we Discuss this and other Topics.   As We Lay the FOUNDATION...

The IRS rocked the name, image, and likeness industry after it released a memo saying that many organizations that fund college athletes won't be tax-exempt. The NCAA allows for college athletes and recruits to be compensated for the use of their name, image, and likeness—also known as NIL. NIL collectives were formed, often separate from the university, as a way to help fund and facilitate deals for athletes. Many of these collectives found creative ways, including vying for tax-exempt status, to attract donors. Ayden Syal, CEO and co-founder of MOGL, joins Bloomberg Tax's Erin Slowey on this week's episode of Talking Tax to break down the impact of the recent IRS decision and what it means for his company—a marketplace and software provider for student-athletes, universities, brands, and NIL collectives. Syal also talks about how his company helps college athletes during filing season and how he sees the NIL industry transforming over the next couple of years. Do you have feedback on this episode of Talking Tax? Give us a call and leave a voicemail at 703-341-3690.

June 5, 2023 - New York State Conference of Mayors Executive Director Peter Baynes addresses the impact of tax-exempt properties on municipalities and calls for a comprehensive funding response from state policymakers.

Why do governments allow churches to be tax-exempt? Is there anything wrong with a church being exempt from taxes?

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harvesting & The Wash Rule, Support and Resistance Numbers, 401-K, Book-The Fourth Turning.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harvesting & The Wash Rule, Support and Resistance Numbers, 401-K, Book-The Fourth Turning.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy