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Charitable Solicitation Compliance- What does it take to be compliant?

4.3 (111)

Warren Harmon, Non-Profit Compliance Expert

Harbor Compliance

Monday, November 18, 2019 | 11:30 AM EDT

  • CPA

1 Credit


Subject Area

Specialized Knowledge

Course Description

Must every charity register to solicit funds from the public? How do online donations fit into the picture? Join Warren Harmon at Harbor Compliance for answers to these questions and more. 

Designed for nonprofits, CPAs, attorneys, and other professionals with nonprofit clients, this 45 minute webinar provides a user-friendly, comprehensive overview of fundraising registration requirements in all 50 states.

Participants will have the opportunity to get answers to your questions from a nonprofit compliance expert, learn tactics for avoiding common pitfalls and penalties, and explore solutions to the one of the most common challenges facing nonprofits today.

Learning Objectives

  • Understand fundraising registration requirements.
  • Learn about the top regulatory pitfalls in nonprofit fundraising.
  • Understand how online donations affect nonprofit fundraising registration requirements.
  • Determine regulatory requirements for nonprofit organizations.
  • Come away with best practices for nonprofit fundraising to achieve total compliance.

Who Should Attend?

  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Non Profit Pros
  • Tax Attorney
  • Young CPA


    [no_of_record] => 111
    [average] => 4.3243




Very Satisfied with the webinar. The course was presented in a very systematic presentation with humor in between. The topics are so informative and very relevant.


Phenomenal well explained easy to follow so the attendees can better research the information presented


This topic is incredibly complex. Mr. Warren did an outstanding job of drawing the line between giving us enough knowledge to explain these concepts to clients and what we can and should do. Thank You myCPE


I love the fact that I gained more knowledge than what I knew. I wish I had access to the instructor when I need help with a client since I am only a tax prepare an some of my clients, want business planning.


This was the best webinar I have watched in a long time. Extremely informative but also concise, and hit all the most important topics!


It was very interesting how tax planning affect the final tax liability with accomplishing the same satisfactory of tax clients. However the presentation was too complex to follow but I grasped the Importance of tax knowledge and tax planning