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About the Teleseminar
Nonprofit and exempt organizations are subject to a wide range of federal and state regulations governing their fundraising activities, their operations and investments, their compensation practices and how they spend their funds. The pace of legal developments impacting these organizations continues to increase as the IRS and attorneys general step up their enforcement activity, these organizations engage in ever-more complex joint ventures with profit-making companies, and there changes to compliance reporting. This program will provide you with a practical guide to major legal developments impacting non-profit and exempt organizations, including fundraising regulations, changes to Form 990, ventures with profit-making companies, compensation and benefits practices and more.
- Update on major developments in advising nonprofit and exempt organizations
- Developments in charitable solicitation and fundraising
- Changes to IRS Form 990
- UBIT and joint ventures with profit-making ventures
- Section 403(b) retirement plans and executive compensation developments
- Trends in IRS audits and attorneys general enforcement activity
About the Speakers
Michael Lehmann is a partner in the New York office of Manatt, Phelps & Phillips, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions. He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations. He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning. Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law.
Michele A. W. McKinnon is a partner in the Richmond, Virginia office of McGuireWoods, LLP, where she an extensive tax-exempt organization and charitable giving practice. She has more than 20 years’ experience representing public charities, major colleges and universities, supporting organizations, large private foundations, and charitable trusts. She is a Fellow in the American College of Trust and Estate Counsel and currently serves as its Virginia State Chair. Ms. McKinnon received her B.A. from the University of Virginia, her J.D., magna cum laude, from the University of Richmond School of Law, and her L.L.M. in taxation from the College of William & Mary Marshall-Wythe School of Law.
Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour