Previous Events & CLE Programs
June 23, 2009
Committee Meeting
Tuesday, June 23, 2009 - 12:30p
Topic: Current Issues in the Attorney General's Office
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May 26, 2009
Committee Meeting
Tuesday, May 26, 2009 - 12:30p
Topic: Death of a Nonprofit: Dissolution and Other Termination Issues
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April 28, 2009
Committee Meeting
Tuesday, April 28, 2009 - 12:30p
Topic: Birth of a Nonprofit: Formation and Tax Exemption Issues
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March 31, 2009
Committee Meeting
Tuesday, March 31, 2009 - 12:30p
Topic: State Tax Issues for Non-Profit Organizations
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February 24, 2009
Committee Meeting
Tuesday, February 24, 2009 - 12:30p
Topic: Endowments in the Current Market: UPMIFA and FSP FAS 117-1
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January 27, 2009
Committee Meeting
Tuesday, January 27, 2009 - 12:30p
Topic: Tax - Exempt Organizations Committee Open Forum Discussion
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December 9, 2008
Committee Meeting
Tuesday, December 9, 2008 - 12:30p
Topic: Current Developments in Charitable Giving
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October 28, 2008
Committee Meeting
Tax-Exempt Bond Compliance
Peter Serreze of Ropes & Gray LLP will join us to review key issues associated with tax-exempt bond compliance. A recent IRS study found that many organizations do not have adeqquate written procedures and policies for monitoring compliance with federal tax requirements for their tax-exempt bonds. In addition, the new Form 990 includes a schedule that, for the first time, requires detailed information about use of bond proceeds, private use and arbitrage.
September 30, 2008
Committee Meeting
The New Form 990 and Final Instructions
Gwen Spencer, PricewaterhouseCoopers, will discuss the final instructions for the redesigned Form 990 (the annual information return filed by tax-exempt organizations, released in 2007) issued by the IRS on August 19, 2008. This substantially revised form must be completed for tax years beginning in 2008. The final instructions contain definitions critical to completing the new form, and provide important context for many of the questions. Ms. Spencer will discuss the instructions and the key issues for 2008 returns.
June 24, 2008
Committee Meeting
Current Issues in the Attorney GeneraL's Office
David Spackman, Public Charities Division, Attorney General's Office, will discuss issues of current interest to that office.
May 27, 2008
Committee Meeting
New Mandate for Higher Distribution of Endowments
Sponsors
Tax-Exempt Organizations Committee
College & University Section
Ann Spence, Cambridge Associates, will lead a discussion of the current interest and implications in Congress to mandate higher distributions from college and university endowments, as well as other endowed institutions.
March 25, 2008
Committee Meeting
Land Conservation Issues
Margaret Wheeler, Trustees of Reservations, and Martha Frahm, Goulston & Storrs - A Professional Corporation, will be discussing land conservation issues and the current state of conservation restrictions including changes to the Form 990.
January 29, 2008
Committee Meeting
Donor Agreements for Restricted Gifts
Carolyn Osteen, Ropes & Gray LLC, will discuss donor agreements for restricted gifts and approaches to maximizing the likelihood that a donor's intent will be carried out, as well as what can happen if it isn't.
December 11, 2007
Committee Meeting
Uniform Prudent Management of Institutional Funds Act
Barry C. Hawkins, Shipman & Goodwin, LLP and Chairperson of the UPMIFA Drafting Committee, will discuss the new uniform law which replaces the old Uniform Managaement of Institutional Funds Act (UMIFA) and will benefit you and your clients. For more information, see the UPMIFA website.
November 14, 2007
Committee Meeting
Preparing for the Redesigned Form 990
Barbara E. Hunt, of KPMG LLP, will be our speaker and lead what we anticipate will be a lively discussion. Current indications are that the IRS will issue the final version of the proposed redesigned Form 990 by the end of 2007 and that it will apply to tax years beginning in 2008 and thereafter. We will review portions of the proposed form, which greatly expands disclosure requirements, focusing discussion on areas where attorneys can work with clients currently to prepare.
October 30, 2007
Committee Meeting
Current Issues for Tax-Exempt Organizations
Join us for an open discussion of current issues of concern to tax-exempt organizations, such as developments in connection with the proposed regulations and guidance being issued by the IRS pursuant to the Pension Protection Act and its increasing focus on governance of non-profits.
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