“It's Your Estate"
- What is the very first question you should ask your advisor?
- How should you allocate your investment assets to preserve your wealth?
- What are the disadvantages of a living trust?
- What are the practical low cost ways to avoid probate?
- Why you may not want to avoid probate?
- How much income tax is your estate going to pay?
- For a Charitable Trust – do you really need a charity?
- What is the most important legal document you need (less than $5.00)?
This workshop was help in September and Octoboer of 2011. Moderated by Peter C. Kote. Schedule of topics and speakers >>
“Tricky Tax Issues and Savvy Solutions”
This workshop was presented on July 18, 2011 by Laguna Beach Seniors and the
Laguna
Beach
Community
Foundation. This workshop will address how Laguna Beach Nonprofits can learn
how to avoid the pitfalls associated with:
Sales Tax,
Raffles, Lotteries, and Opportunity Drawings,
Unrelated Business Income,
Need for Bookkeeper Continuity, and a
Recap of 990 rules.
Robert Gamez, CPA, moderator, and a representative of the State Board of Equalization
will address these important issues. Robert, a Laguna Beach resident since 1969
and founder of his own CPA firm, has served on many Laguna Beach boards.
Reference Material:
State of California Board of Equalization Sales and Use Tax Presentation:
Click each item below to download reference materials. These materials are also available on the State of California Board of Equalization website (www.boe.ca.gov).
- PowerPoint Presentation by BOE on Sales and Use Tax Regulations
- PDF of PowerPoint Presentation by BOE on Sales and Use Tax Regulations
- Outline of PowerPoint Presentation
- Nonprofit Organizations Publication 18. This publication is a general guide to the Sales and Use Tax Law and Regulations as they apply to sales and purchases by nonprofit organizations.
- Sales and Use Tax Regulations Article 7, Regulation 1597– Property Transferred or Sold by Certain Nonprofit Organizations.
- Sales and Use Tax Regulations Article 7, Regulation 1570– Charitable Organizations.
- Audit Manual Chapter 10, Occasional Sales.
Robert Gamez Presentation on Raffles, Lotteries, Opportunity Drawings, Unrelated Business Income, Need for Bookkeeper Continuity, and Recap of 990 Rules:
- Seminar Outline
- Nonprofit Raffles:
The following materials are also available on the State of California Attorney General website (http://ag.ca.gov/charities/raffles.htm).
- Summary of Raffle Regulations
- Frequently Asked Questions
- Program Regulations
- Penal Code
- Application for Registration
- Reporting Form
- 1099 Reporting Rules
“It’s Your Money”
This workshop as presented April 8 to May 27, 2011, by Laguna Beach Community
Foundation
and
other
charities providing a money program for locals by locals.
Workshop Series Mission: To promote self-awareness of our own financial
and estate plans, provide practical suggestions on how to find competent
and ethical advisors, and to encourage tax-wise charitable giving. Click here for a complete schedule of topics for each week.
September
10 - October 29, 2010
“It’s Your Estate: Giving You the
Knowledge To Be In Control of Your Estate”
This workshop was presented September 10 to October 29, 2010. Our mission:
To promote self-awareness of our own financial and estate plans, provide
practical
suggestions
on
how
to
find competent
and
ethical
advisors, and to encourage tax-wise charitable giving. Click
here for a complete schedule of topics for each week.
“Fund
Raising in the New Economy: How It's Done”
This workshop was presented on October 4, 2010 by Amanda J. Ferrari,
JD, CFRE, co-executive director of the Laguna Beach Community Foundation
with over 25 years of fundraising experience and a nationally recognized
leader in the nonprofit community; Bill Steel, JD, an attorney, long
time Laguna Beach resident, SchoolPower Board member and Chair of Community
Campaign for 10 years, Chair of Ocean Institute and Board member for
over 20 years,; Susan Miller Hoover, CFRE, Vice President, Major Gifts
at the Ocean Institute with over 25 years of fundraising experience.
The volunteer panel provided information on the importance of developing
and nurturing key relationships with donors. They discussed the important
role of the Board in fundraising and how to engage your board in the
process. There was information provided on the legal requirements for
raffles.
“Build
Your Grant Seeking Skills”
This workshop was presented on August 2, 2010 by Barbara McMurray, public
relations, grant and writing professional for nonprofits and for profit
organizations; Maya Dunne, a nationally recognized leader in the area
of nonprofit management, philanthropy and public sector initiatives
addressing community problems; and L.R. (Randy) Kraft, a communications
and development consultant for nonprofits with experience in writing
over 400 grants.
“The
Charitable 3 Rs – Regulations, Reports and Rules. Do you have
Gaps?”
This workshop was presented on June 8, 2010 by CPAs Robert Gamez and
Ted Alvarez.
“Tax
and Governance”
This workshop was presented on October 27, 2009 by CPAs Robert Gamez
and Ted Alvarez. |
