Recent legislative and regulatory changes make this year’s seminar especially relevant, so it’s time to get caught up on the new rules, including new rules on Form 990 and Act 174 relating to charitable trusts and nonprofit organizations. Experts will guide attendees through the tricky maze of tax-exempt compliance and review the categories and governing instruments for tax-exempt organizations. They will also update attendees on new laws, which protect a nonprofit organization’s status, the audit accounting standard, the use of tax-exempt entities, and strategies for maintaining tax-exempt status.
17th Annual Nonprofit Organizations Seminar
Friday, August 14, 2020
7 AM–4:30 PM
Quickbooks Basics for Nonprofit
Saturday, August 15, 2020
Clarence T.C. Ching Conference Center
(Chaminade University of Honolulu)
Venue
Chaminade University of Honolulu
3140 Waialae Avenue, Honolulu, HI 96816
Google Map >>
Parking
Friday, Aug 14: Valet service provided
Saturday, Aug 15: Free parking on-campus
Campus Map (PDF) >>
7–8 AM: Check-In / Registration
8–8:15 AM: Welcome
8:15–9:15 AM: IRS Federal Tax Update – Trever K. Asam
9:15–10:05 AM: Hawaii Legislative Update
10:05–10:15 AM: Break
10:15–11:05 AM: GET/UBIT
11:05–11:55 AM: Nonprofit Audit and Internal Control
11:55 AM–1:20 PM: Lunch
12:30–1:20 PM: Lunch Speaker – Nonprofit Funding
1:20–1:30 PM: Break
1:30–2:20 PM: Breakout Session I
- Seminar #1A: Social Media and Communication
- Seminar #1B: HR Practices of Nonprofits
2:20–2:30 PM: Break
2:30–3:20 PM: Breakout Session II
- Seminar #2A: Board Governance and Responsibility – Wayne M. Tanna
- Seminar #2B: Governance Ethics
3:20–3:30 PM: Break
3:30–4:20 PM: Breakout Session III
- Seminar #3A: Nonprofit Investment Strategies
4:20 PM: Adjournment
Trever K. Asam
Presentation: IRS Federal Tax Update
This presentation will focus on recent developments for tax-exempt and nonprofit organizations including legislation, court rulings, and administrative developments.
Trever K. Asam is a partner at Cades Schutte. He advises nonprofit and tax-exempt organizations on issues including obtaining tax exemption, addressing unrelated business income, and using joint ventures and subsidiary organizations. He also represents taxpayers in tax controversies and disputes with IRS and the Hawaii State Department of Taxation including audits, appeals, and litigation.
He is a regular speaker on Hawaii State taxation and the taxation of nonprofit organizations. Prior to joining Cades Schutte, Mr. Asam was in private practice at Miller & Chevalier in Washington, D.C.
While at Duke University School of Law, Mr. Asam was the recipient of the Douglas A. Poe Mordecai Scholarship and an editor for the Journal of Law and Contemporary Problems. Before beginning his legal career, Mr. Asam was a teacher in the District of Columbia Public Schools.
For additional information on Mr. Asam, please visit http://www.cades.com/attorneys/asam-trever-k/
Wayne M. Tanna, JD, LLM
Presentation: Board Governance and Responsibility
Wayne M. Tanna is a professor of accounting at Chaminade University in Honolulu, Hawaii. Wayne is a Sam Walton Fellow and a faculty advisor to Chaminade’s Business Ethics Student case study competition team. He is also the advisor to the Samoan Club at Chaminade.
Wayne has executive appointments to federal and state advisory committees including the IRS National Taxpayer Advocacy Panel, the Hawaii Advisory Committee to the United States Commission on Civil Rights and the Hawaii Taskforce on Financial Education and Asset Building.
Wayne has volunteered with Special Olympics for over 38 years and for the past 18 has been the powerlifting coach for the Ducks of Hawaii Special Olympics. He has also for the past 31 years served as a volunteer income tax preparer, instructor, and coordinator for the Internal Revenue Service’s Volunteer Income Tax Assistance ( VITA ) Program; Wayne has been a reading teacher for Project Literacy U.S. ( PLUS ); volunteer Guardian Ad Litem; and provider of pro bono legal services to individuals and nonprofit community
organizations.
Wayne’s current law practice is in the areas of poverty law and civil rights and has been performed exclusively pro bono publico for the past 22 years. Wayne was awarded The President’s Volunteer Service Award, 2008, presented by the President’s Council on Service and Civic Participation. This national award recognizes exemplary volunteer service to the community and country.
Presented by Richard Kido and Aaron Williamson
QuickBooks® is an accounting software program created by Intuit® for small businesses and self-employed professionals. It can be used for almost all financial business processes. You can use it for entering receipts, tracking expenses, invoicing, payment tracking, tax tracking, purchase orders, and even to prepare reports and statements regarding your finances. QuickBooks is your business’ solution when it comes to bookkeeping and accounting.
This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter. We will teach you the software from beginning to end so that anyone, regardless of experience, learns all that they need to know to successfully use the program. We will be focusing on the newest version of Quickbooks – Quickbooks Online. For those of you already somewhat familiar with Quickbooks, we will discuss the advantages of migrating to the online platform. So although the seminar is intended for beginners to Quickbooks, those that are somewhat familiar with Quickbooks Desktop and want to learn the features of the online version are welcome too!
Please bring a laptop with Internet capabilities to the seminar (fully charged) and you do not need to already have Quickbooks Online downloaded to your computer.
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Honorary
