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Doug Stanley of Bryan Cave to Give Estate Planning Presentation to Artists at the Regional Arts Commission

January 5, 2017

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On February 13, 2016, Doug Stanley, partner in the Private Client Services group at Bryan Cave, and Justin Flach of The Commerce Trust Company (an alumnus of the Bryan Cave Private Client Services group), will present “Creating A Living Legacy”, addressing estate planning basics to a group of artists.  The presentation is hosted by the Volunteer Lawyers and Accountants for the Arts and will be held at the Regional Arts Commission, 6128 Delmar, St. Louis, Missouri.

Select Nonprofit Accounting Issues and Updates

January 3, 2017

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When: Thursday, Jan. 26, 2017, 2 p.m. to 5 p.m. Where: # 202 J.C. Penney Conference Center on the UM-St. Louis North Campus Fee: $ 25

Program Description: Changes are coming for nonprofit financial statements. This class will cover some specific, technical topics that nonprofits need to know as they prepare for future changes in their financial management and reporting. Topics include:

  • Changes to net asset classifications
  • Disclosure of allocation methods
  • Functional expense information
  • Reporting of investment returns
  • Reporting of leases
  • And more…

Some of these are fairly technical topics that nonprofits should start hearing about and planning for now so they can address them more proactively, prior to audit time.

Instructor Linda Howdeshell founded her firm to serve nonprofits in May 2015 after almost 30 years of working with nonprofits. Linda works with clients to improve efficiency of systems and internal controls. She serves on the Not-for-Profit Committee of the

Private Foundations and Impact Investing

November 30, 2016

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Bryan Cave recently organized a half-day symposium examining the opportunities and legal considerations related to responsible and impact investing strategies. The Responsible and Impact Investing Symposium, held on November 10, was co-presented by Fordham University’s Gabelli School of Business and featured leaders in this growing field who discussed opportunities and legal considerations for investors, private foundations, financial advisers and for-profit entities, from start-ups to established ventures. More than 135 guests attended the event.  With respect to private foundations, we focused our discussion on the use of program related investments and what we hope is a growing trend to use these tax-advantaged tools to make a difference in our communities.   Below are the foundation slides from the event.  Special thanks to my co-speakers, John Oddy from Foundation Source and Dana Bezerra from the Heron Foundation.

For a complete list of speakers and the program agenda, please click here

For additional

Don’t forget to register for the free webcast about Clarifying the Universal Availability and Other 403(b) Retirement Plan Requirements

October 25, 2016

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When: October 27, 2016; 2 p.m. (Eastern)

How: Register for this event. You will use the same link to attend the event.

Learn about:

  • Hours of service
  • Changes in employee status
  • Student participation
  • Other 403(b) rules

This hour long webcast will provide answers to many of the questions we received for the May 19, 2016, Understanding the Universal Availability Rules in a 403(b) Retirement Plan webcast. We encourage you to review the prior webcast before attending this one.

Continuing education (CE) certificates of attendance will not be offered for this program.

Register for IRS webinar: ACA Outreach for State and Local Governmental Employer Community

October 10, 2016

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October 20 at 2 p.m. (Eastern)

Register for this event

This is a live webinar presented by the ACA Office and TE/GE Counsel to address governmental entities’ concerns and needs as they relate to ACA information reporting requirements.

Learn about:

  • Determining Applicable Large Employer (ALE) status
  • Identifying full-time employees
  • Defining hours of service
  • What is Minimum Essential Coverage?
  • E-Filing of information returns
  • 2016 filing season corrections and replacements
  • Penalties and relief
  • TIN solicitation
  • Changes to forms & instructions for Tax Year 2016
  • Questions and answers

We will not be offering Continuing Education Credit for this event.

Webcast about clarifying the universal availability and other 403(b) retirement plan requirements

October 4, 2016

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Watch this free webcast about Clarifying the Universal Availability and Other 403(b) Retirement Plan Requirements

When: October 27, 2016; 2 p.m. (Eastern)

How: Register for this event. You will use the same link to attend the event.

Learn about:

  • Hours of service
  • Changes in employee status
  • Student participation
  • Other 403(b) rules

This hour long webcast will provide answers to many of the questions we received for the May 19, 2016, Understanding the Universal Availability Rules in a 403(b) Retirement Plan webcast. We encourage you to review the prior webcast before attending this one.

Continuing education (CE) certificates of attendance will not be offered for this program.

Register for IRS webinar: Overview of Requirements for Charitable Hospitals Under ACA Section 501(r)

September 28, 2016

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September 29 2 p.m. ET

Register for this event.

The Affordable Care Act added additional requirements that affect tax-exempt hospitals.

Learn about:

  • Community Benefit Standard for 501(c)(3) Hospitals
  • Community Health Needs Assessment and Implementation Strategy
  • Financial Assistance and Emergency Medical Care Policy
  • Limitation on Charge Requirements
  • Billing & Collection Requirements

Register for two upcoming ACA webinars

September 21, 2016

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Register for two upcoming ACA webinars

September 21, 2016

Authored by: Keith Kehrer

1.  Register for IRS webinar: Determining full-time employee status under the Affordable Care Act

September 22

2 p.m. ET

Register for this event.

Learn about:

  • Determining full-time employees for purposes of the Employer Shared Responsibility Provisions
  • How to determine full-time status for employees who are seasonal, part-time or work non-traditional schedules
  • Using the look-back method and the monthly measurement method
  • Initial measurement, stability, standard measurement and administrative periods

 2.  Register for IRS webinar: Overview of Requirements for Charitable Hospitals Under ACA Section 501(r)

September 29

2 p.m. ET

Register for this event.

The Affordable Care Act added additional requirements that affect tax exempt hospitals.

Learn about:

  • Community Benefit Standard for 501(c)(3) Hospitals
  • Community Health Needs Assessment and Implementation Strategy
  • Financial Assistance and Emergency Medical Care Policy
  • Limitation on Charge Requirements
  • Billing & Collection Requirements

Don’t forget to register for the free webinar about the IRS Tax Calendar for Businesses and Self-Employed

August 22, 2016

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When: August 24, 2016; 2 p.m. (Eastern)

How: Register for this event. You will use the same link to attend the event.

Learn about:

  • The online tax calendar
  • The Desktop Calendar Tool (IRS CalendarConnector)
  • The Mobile Calendar Tool (IRS CalendarConnector)
  • How to Subscribe/Download into Your Calendar
  • How to Obtain Calendar Reminders (RSS Feeds)

Note, we will not be offering Continuing Education Credit for this event.

You may login and download the presentation slides beginning 15 minutes before the program.

Resource:

IRS Tax Calendar for Businesses and Self-Employed

View due dates and actions for each month. You can see all events or filter them by monthly depositor, semiweekly depositor, excise, or general event types. Visit this page on your Smartphone or tablet, so you can view the Online Calendar on your mobile device.