Why You Should Attend
In view of the recent IRS scandal and anticipated tax-driven initiatives dominating 2013 headlines, tax practitioners are more in need than ever for practical solutions to offer to their tax-exempt organization clients.
Back by popular demand, Tax Exempt Organizations brings together the nation’s leading and most respected practitioners, to provide you with all the tools you need to advise your tax exempt clients on the numerous challenging issues facing them today. This practical CLE program on tax exempt organizations is geared to the experienced EO practitioner and will explore a wide range of ‘cutting edge’ issues and problems including creative and practical uses of LLCs; identifying permissible political activities of 501(c)(4) organizations; how to provide prompt disaster relief; and a discussion on the new requirements for tax-exempt hospitals under the Affordable Care Act. These focused discussions will follow a comprehensive review of developments and matters in the past year that significantly impact tax exempt organizations that will set the stage for the rest of the program.
In a collaborative setting designed for sharing ideas, insights and practical suggestions, you will have numerous opportunities to network with others who also work closely with exempt organizations and who share and understand your concerns.
What You Will Learn
new requirements for tax-exempt hospitals
lessons to be learned from the 2013 IRS Colleges & Universities Report
avoiding potentially catastrophic ethical traps
responding promptly to needs for disaster relief
correcting excise tax violations
problems and solutions for donor advised funds
techniques and trends in audits, appeals and litigation
creative and practical uses of single member LLCs
what your CEO should know about his/her employment contract
Who Should Attend
This accredited continuing legal education program from ALI CLE will benefit experienced private practitioners, in-house counsel, government officials, and others who work with section 501(c)(3) tax-exempt organizations.
Planning Committee (also on faculty)
Joseph E. Lundy, Lundy Fleming, LLP, Bala Cynwyd, Pennsylvania (Planning Co-Chair)
Suzanne Ross McDowell, Steptoe & Johnson LLP, Washington, D.C. (Planning Co-Chair)
Victoria B. Bjorklund, Simpson Thacher & Bartlett LLP, New York
Douglas M. Mancino, Hunton & Williams LLP, Los Angeles
Celia Roady, Morgan, Lewis & Bockius LLP, Washington, D.C.
LaVerne Woods, Davis Wright Tremaine LLP, Seattle
William C. Choi, Rodriguez, Horii, Choi & Cafferata LLP, Los Angeles
George R. Clark, Washington, D.C.
Ralph E. DeJong, McDermott Will & Emery, Chicago
Michael W. Durham, Caplin & Drysdale, Chartered, Washington, D.C.
Rosemary E. Fei, Adler & Colvin, San Francisco
Miriam L. Fisher, Latham & Watkins LLP, Washington, D.C.
Robert W. Friz, PricewaterhouseCoopers, Philadelphia
James K. Hasson, Jr., Sutherland Asbill & Brennan LLP, Atlanta
Kathryn E. Hastings, Sullivan, Cotter and Associates, Inc., Parsippany, New Jersey
Bruce R. Hopkins, Polsinelli PC, Kansas City, Missouri
Catherine E. Livingston, Jones Day, Washington, D.C.
Marcus S. Owens, Caplin & Drysdale, Chartered, Washington, D.C.
John Pomeranz, Harmon, Curran, Spielberg & Eisenberg LLP, Washington, DC
David A. Shevlin, Simpson Thacher & Bartlett LLP, New York
A. L. (Lorry) Spitzer, Ropes & Gray LLP, Boston
ALI CLE Program Attorney: Kevin O’Connor (firstname.lastname@example.org)
Thursday, November 14, 2013
8:00 a.m. Registration and Continental Breakfast
8:50 a.m. Administrative Remarks – ALI CLE Staff
Webcast Segment A - $329
8:55 a.m. Opening Remarks – Mr. Lundy and Ms. McDowell
9:00 a.m. “Hot Stuff” for Exempt Organizations Geeks – Mr. Hopkins
10:30 a.m. Networking and Refreshment Break
10:45 a.m. What You Need to Know about New Requirements for Tax-Exempt Hospitals – Mr. Friz and Ms. Livingston
11:45 a.m. Lessons To Be Learned from the 2013 IRS Colleges and Universities Report – Messrs. Hasson, Lundy, and Spitzer
12:45 p.m. Box Lunches -- Sponsored by Steptoe & Johnson LLP
Webcast Segment B - $329
1:15 p.m. How to Avoid Potentially Catastrophic Ethical Traps – Mr. Clark
2:15 p.m. Responding Promptly to Needs for Disaster Relief: Experienced Exempt Organizations Advisers Share Their Playbook – Ms. Bjorklund and Mr. Shevlin
3:15 p.m. Networking and Refreshment Break
3:30 p.m. Creative and Practical Uses of Single Memeber LLCs– Ms. McDowell and Mr. Shevlin
4:30 p.m. Donor Advised Funds: Practical Problems and Equally Practical Solutions – Mr. Choi and Ms. Woods
5:30 p.m. Adjournment for the Day; Reception for Registrants and Faculty
Friday, November 15, 2013
7:30 a.m. Continental Breakfast and Networking Session
Webcast Segment C - $329
8:00 a.m. Audits, Appeals, and Litigation: Techniques and Trends – Ms. Fisher and Messrs. Mancino and Owens
9:30 a.m. Correcting Excise Tax Violations: A Practical Guid Through the Thicket – Mr. Durham and Ms. Roady
10:30 a.m. Networking and Refreshment Break
10:45 a.m. Seeing Forward: Political Activity by 501(c)(4)s (and Other 501(c)s) and Suggestions for Reform – Ms. Fei and Mr. Pomeranz
11:45 a.m. The Ten Most Significant Matters Your CEO Should Know About His/Her Employment Contract – Mr. DeJong and Ms. Hastings
12:45 p.m. Adjournment
Total 60-minute hours of instruction: 12, including one hour of ethics and professional responsibility
Suggested Prerequisite: Experience in practice in subject matter
Educational Objective: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner.
Level of Instruction: Advanced