Don’t Panic – It’s Just an IRS Audit: Guidelines for being Prepared in Case the IRS Comes Knocking

The Nonprofit Organizations Committee is pleased to announce our upcoming presentation:

Don’t Panic – It’s Just an IRS Audit:
Guidelines for being Prepared in Case the IRS Comes Knocking

May 19, 2022 at 10:00 a.m.

Please join the Nonprofit Organizations Committee for a program on the topic:  Don’t Panic – It’s Just an IRS Audit:  Guidelines for being Prepared in Case the IRS Comes Knocking.

Topics to be covered include: 

1. Being ready for an audit
2. First steps once notice of an audit is received
3. Working with the revenue agent
4. Best practices for responding to IDRs
5. Working with the Board during an audit
6. Getting to a successful resolution 

The program will be presented by Sharon Lincoln.  Sharon C. Lincoln is a Partner at Casner & Edwards, LLP and advises nonprofit entities on the wide range of issues related to their tax-exempt status, including formation, funding, governance, executive compensation (including deferred compensation), regulatory compliance, restructuring, international grant making, lobbying, unrelated business income, tax opinions, and mergers & acquisitions.  In addition, Sharon assists clients in matters directly involving the Internal Revenue Service, the Massachusetts Attorney General’s Office, and the Massachusetts Department of Revenue, including audits, appeals and ruling requests.  She is admitted to practice in Massachusetts, California and also before the U.S. Tax Court where she advises clients with regard to tax-related litigation.  Sharon also assists clients with planning and structuring new social ventures. To that end, she keeps track of developments that affect social entrepreneurs, including guidance regarding benefit corporations and other “hybrid” entities.  Prior to joining Casner & Edwards, Sharon was the Chair of Foley Hoag LLP’s Nonprofit/Social Venture Practice group in Boston.  Sharon graduated from Harvard Law School and Dartmouth College and she is a Fellow of the American Bar Foundation. 

*This program has been approved for 1 hour of MCLE credit by the California Community Foundation.  The California Lawyers Association is not the provider of this MCLE credit. 

Following the presentation, the Nonprofit Organizations Committee will continue our regular meeting with announcements, updates, and discussion topics of interest to nonprofit organization attorneys.

Join Zoom Meeting
https://us02web.zoom.us/j/83476801686

Meeting ID: 834 7680 1686
Passcode: 123456

We will have BOTH audio and video on Zoom for this meeting.   If you prefer to get audio by phone, call 1 669-900 6833, and enter the meeting ID above.  For phone instructions for Zoom, see https://support.zoom.us/hc/en-us/articles/201362663-Joining-a-meeting-by-phone. 
Written materials are being sent separately.