Educational Events

Dallas | December 5 | 8am-12pm

The Hope Center

2001 W Plano Pkwy

Plano, TX 75075

Orlando | December 13 | 8am-12pm

The Orange County Bar Association

880 N Orange Ave

Orlando, FL 32801

Join us this December for a half-day discussion led by Managing Parter, Mike Batts.

This Executive Briefing will focus on the fundamentals of federal tax compliance for churches and other nonprofits. Topics will include:

  • Update on provisions of new tax law affecting nonprofits
  • Protecting the nonprofit’s exempt status
  • Excess benefit transactions
  • Private inurement
  • Private benefit
  • Compensation-setting
  • Conflicts of interest

  • Expense documentation requirements
  • Unrelated business income
  • Contribution acknowledgments
  • Foreign grant-making
  • School nondiscrimination requirements
  • New hire reporting

All attendees will receive a complimentary copy of one of the following:

Nonprofit Financial Oversight

The Concise and Complete Guide for Boards and Finance Committees

Board Member Orientation

The Concise and Complete Guide to Nonprofit Board Service

Church Finance

Authors: Michael E. Batts and Richard R. Hammar

Continuing Education

Learning Objectives: To obtain an understanding of the fundamentals of federal tax compliance for churches and other nonprofits.

Prerequisites: Working knowledge of tax and accounting issues affecting nonprofit organizations. No advance preparation is required.

Delivery Method: Group-Live

Program Level: Update – The Executive Briefing qualifies for The Church Network CEUs and up to four hours of NASBA CPE credit in Taxes. 

Batts Morrison Wales & Lee, P.A. 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:

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.


At this time, we have reached capacity and therefore have closed registration for BMWL’s Executive Briefing taking place in Orlando on December 13. If you are still interested in joining us, please send an email to or click on the button below and we would be happy to add your name to our waitlist.

In the event that we have availability, we will contact those on the waitlist in the order in which they expressed interest.

Thank you.

Get in touch with us 800.960.0803
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