Orange, CA: Exempt Organization Nuts and Bolts

Sep 12, 2018 08:00am -
Sep 12, 2018 09:15am

Event Description



The Southern California Chapter of the American Academy of Attorney-CPAs presents:


Exempt Organization Nuts and Bolts

Wednesday, September 12, 2018

8:00 a.m. - 9:15 a.m.



Brian Yacker CPA/JD

YH Advisors



You are cordially invited to join your fellow Attorney-CPAs for a Networking Breakfast on Wednesday, September 12, 2018. This program is being Sponsored by AAA-CPA member, 

Professor Frank J. Doti, at the Fowler School of Law Chapman University. 



Program Description

This presentation will focus on providing attendees with a "big picture" overview of the nonprofit universe, the most prevalent "hot buttons" and "red flags" for nonprofits to always be cognizant of and the primary ways that nonprofits are different than for-profits. Additionally, the provisions of the Tax Cuts and Jobs Act of 2017 most pertinent to nonprofits will also be covered.


Learning Objectives

  • Learn how nonprofits are different from for-profits.
  • Become aware of the most prevalent "hot buttons" and "red flags" which nonprofits must always confront.


About the Speaker

Brian Yacker CPA, JD

Brian Yacker has over 25 years of tax, legal, and accounting experience in the exempt organizations area. Areas of exempt organization consultation which Brian possesses expertise include public support test calculations and planning, preparation of reasonable compensation rebuttable presumption binders and Reasonable Compensation Studies, governance best practices consultation, recommendations regarding effective Bylaws, conducting of EO Governance Check-Ups, compliance with the §501(h) lobbying safe harbor, proper functional expense allocations, maximizing charity watchdog ratings, preparation of federal and state Tax Exemption Applications, conducting of unrelated business income revenue stream studies, preparing state charitable solicitation registrations and the proper internal and external reporting of special event fundraisers.


Brian is currently an adjunct professor for the University of California Irvine, teaching the Nonprofit Accounting course in the Master of Professional Accountancy program. Additionally, Brian serves on the Board of Directors for California Rural Legal Assistance (for which he serves on the Audit Committee and Executive Committee). Finally, Brian serves on the AICPA's EO Tax Technical Resource Panel and the AICPA Nonprofit Advisory Council.


Brian earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington). Personal interests include hiking and camping, sports memorabilia collecting, playing fantasy sports, Asian cooking.

Date & Time

Wednesday, September 12, 2018

8:00am - 8:15am - Registration and Continental Breakfast

8:15am - 9:15am - Educational Program



Dale E. Fowler School of Law at Chapman University

Dean's Conference Room

One University Drive
Orange, CA  92866



This program qualifies for 1.0 credit hour of Continuing Professional Education (CPE) for

Certified Public Accountants (CPA) in Business Law and 1.0 credit hour of MCLE in the state of California.


Students: Free

AAA-CPA Member or Affiliate: $10.00

Non-Member: $15.00

*Not an AAA-CPA member? Join now and attend this educational meeting for free! 


Who Should Attend: Attorneys, Certified Public Accountants, Business Professionals



We politely ask that you RSVP by September 9, 2018. A cancelation fee of $5.00 will be applied to those cancelling after September 9, 2018. 

Questions may be directed to or 888-ATTY-CPA ext. 2.


AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. Prerequisites: None. Advanced Preparation: None. Program Level: Overview. Delivery Method: Group-Live.


The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



Event Type:Chapter Meeting
Early registration ends on Jul 09, 2018.
Regular registration starts on Jul 10, 2018 and ends on Sep 11, 2018.
Late registration starts on Sep 12, 2018.
(GMT-08:00) Pacific Time (US & Canada), Tijuana