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Understanding Effective Grant Management

February 9, 2017


When: Thursday, Feb. 23, 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: Come to this class to learn the basics of effective grant management and implementation, and to learn the proper accounting procedures and practices you will need to employ as you put your grant funds into action.

Instructor Dan Sise, JD, joined the Nonprofit Management and Leadership Program (NPML Program) at UM-St. Louis in October, 2008, and serves as the NPML Program’s Academic Coordinator and Community Engagement Manager. A 1997 graduate of the University of Illinois College of Law, Dan is currently licensed to practice law in Missouri and Illinois. In the course of his legal career, Dan has dealt with a wide range of issues, including regulatory compliance, insurance coverage and defense, community redevelopment, and nonprofit governance and oversight. He serves on

Dangerous W-2 Phishing Scam Evolving; Targeting Schools, Restaurants, Hospitals, Tribal Groups and Others

February 3, 2017


WASHINGTON – The Internal Revenue Service, state tax agencies and the tax industry issued an urgent alert today to all employers that the Form W-2 email phishing scam has evolved beyond the corporate world and is spreading to other sectors, including school districts, tribal organizations and nonprofits.

In a related development, the W-2 scammers are coupling their efforts to steal employee W-2 information with an older scheme on wire transfers that is victimizing some organizations twice. “This is one of the most dangerous email phishing scams we’ve seen in a long time. It can result in the large-scale theft of sensitive data that criminals can use to commit various crimes, including filing fraudulent tax returns. We need everyone’s help to turn the tide against this scheme,’’ said IRS Commissioner John Koskinen.

When employers report W-2 thefts immediately to the IRS, the agency can take steps to help protect employees from

IRS Releases Updated Form 990-EZ; New Options to Help Exempt Organizations Avoid Errors, File a More Accurate Return

January 31, 2017


WASHINGTON — The IRS announced today the release of an updated Form 990-EZ, Short Form Return of Organization Exempt From Income Tax, that will help tax-exempt organizations avoid common mistakes when filing their annual return.

The updated Form 990-EZ includes 29 “help” icons describing key information needed to complete many of the fields within the form. The icons also provide links to additional helpful information available on These “pop-up” boxes share information to help small and mid-size exempt organizations avoid common mistakes when filling out the form and filing their return.

Bryan Cave’s Private Client Services Group Welcomes David Adler

January 5, 2017


Bryan Cave’s Private Client Services Group welcomes a new partner in our London office:

David Adler has joined us in the London office, and will be a member of the Private Client Group. David is a U.S. tax lawyer who advises international entities, individuals and intermediaries on planning that has a U.S. component. Along with core U.S. federal income, estate and gift tax advice, he provides a U.S. perspective on issues of wealth preservation and transfer, as well as on corporate governance and family succession for privately held businesses. He is also a highly experienced adviser on issues arising under the U.S. Foreign Account Tax Compliance Act (FATCA) and the OECD Common Reporting Standard. David is joining us from the London office of another large firm.

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

January 5, 2017


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.

EO Update: e-News for Charities & Nonprofits

January 3, 2017


1.  Form 990-N e-Postcard page unavailable 12/26/16 to 1/6/17

The Annual Electronic Filing Requirement for Small Exempt Organizations — Form 990-N (e-Postcard) page will be down from December 26, 2016 at 11:59 a.m. until January 6, 2017 at 1:00 p.m. EST due to an annual planned maintenance. We apologize for this inconvenience.

2.  Tax Preparedness Series: Remember donations may cut tax bills

As tax filing season approaches, the IRS reminds taxpayers who give money or goods to a charity by December 31, 2016 that they may be able to claim a deduction on their 2016 federal income tax return and reduce their taxes.

3.  Helpful tax tips

Review these helpful tax tips.

Select Nonprofit Accounting Issues and Updates

January 3, 2017


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

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