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Disadvantaged Business Enterprise Certification Can Grow Your Business

April 30, 2020

Certification as a business owned by a socially and/or economically disadvantaged individual or group of individuals can provide a company with a competitive edge when bidding on contracts with government agencies, Fortune 500 corporations, and many other businesses that have certain set-asides. Common certification programs include: woman-owned businesses (WBE), minority-owned businesses (MBE); veteran-owned businesses (VBE…

Guidance on Political Activities for 501(c)(3) Tax-Exempt Organizations

March 31, 2020

With an election year upon us (and the recent disruption to activities and potential legislation due to COVID-19), it is prudent for nonprofit 501(c)(3) organizations to review the Internal Revenue Service (IRS) rules relating to political activities, such as lobbying to influence legislation and endorsing specific candidates.  An organization may desire to spend funds to…

Reminder about Duration of UCC Financing Statements

February 28, 2020

The California Secretary of State’s office is the central filing office for certain financing statements and other lien documents provided for in the Uniform Commercial Code.  Filing with the Secretary of State serves to perfect a security interest in named collateral and establish priority in case of debtor default or bankruptcy. Generally, the active duration…

New Filing Requirements for Tax-Exempt Organizations in California

January 31, 2020

IRS Annual Returns The Taxpayer First Act, enacted July 1, 2019, requires tax-exempt organizations to electronically file information returns and related forms with the Internal Revenue Service.  The new law affects tax-exempt organizations in tax years beginning on or after July 1, 2019. Several tax forms are included in the mandate, including: Form 990, Return…

Corporations Code Update re Ex Officio Directors

September 18, 2018

On September 10, 2018, Governor Brown signed a bill (AB 2557) regarding ex officio directors, which will become effective January 1, 2019. Ex officio directors, i.e. persons serving as directors by virtue of occupying specified positions within or without the corporation, are commonly included on nonprofit boards. For example, they may include positions such as…