05/08/2013
At this program, practitioners from a number of sectors will discuss the different affiliation techniques that they use, describe the creation, operation and dissolution of for-profit subsidiaries, and discuss the benefits and pitfalls of corporate membership relationships among nonprofit organizations; including the fiduciary and liability implications of such relationships....
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04/30/2013 - 12:30 pm to 1:30 pm
This season's final Brown Bag Lunch presentation will begin with a brief overview of state charitable solicitation laws, followed by a discussion of the real-world impact of these laws. Current hot topics will then be discussed, along with an innovative proposal for bringing solicitation regulation into the Digital Age. There will be time at the end to ask questions and share ideas and experiences....
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04/10/2013 - 03:00 PM to 06:00 PM
Learn to work with federal funding in a manner that avoids running afoul of the FCA; whether before, during, or after an investigation. Join us as we walk you through the risks and teach you how to protect yourself and your institution....
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04/09/2013 - 12:30 PM to 01:30 PM
This session of the Fundamental Series will focus on issues involved when a charitable organization decides to cease operating. The program will provide an overview of the state and federal dissolution requirements for charitable organizations with substantial assets as well as those without substantial assets....
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04/01/2013 - 12:30 pm to 1:30 pm
Presenters Susan Abbott and Alyssa Fitzgerald of Goodwin Procter LLP will discuss what it means to tip from a public charity to a private foundation, the options for organizations faced with a potential "tipping" situation and the consequence of tipping....
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03/12/2013 - 12:30 PM to 01:30 PM
This session of the Fundamental Series will focus on what taxes may be imposed on a tax-exempt organization. The program will provide an overview of the general taxes applicable to tax-exempt organizations including unrelated business income tax, sales taxes, property taxes, and certain employment taxes and excise taxes....
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02/26/2013 - 12:30 pm to 1:30 pm
The Pension Protection Act of 2006 (the "PPA") imposed new requirements on supporting organizations. Between 2006 and 2009, the Internal Revenue Service issued a Notice, an Announcement, and Proposed Regulations, each of which described different approaches to implementing the PPA requirements with respect to Type III Supporting Organizations. On December 28, 2012, the IRS finally issued Final and Temporary Regulations for Type III Supporting Organizations. We welcome you to a discussion of the new regulations....
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01/29/2013 - 12:30 pm to 1:30 pm
Join Mary Beckman, Chief of the Massachusetts Attorney General's Office Public Charities Division, to discuss current initiatives and priorities of the Division, including the Division's current initiatives on executive and director compensation, as well as future directions of the Division. A Q&A session will follow Ms. Beckman's presentation....
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01/08/2013 - 12:30 PM to 01:30 PM
The third session in the Fundamental Series will focus on governing nonprofit organizations. Shayla Harlev and Benton Bodamer, both of the firm Weil, Gotshal & Manges LLP, will discuss issues such as fiduciary duties, standing policies, compensation, board service and other topics related to governance. A representative from the Attorney General's Non-Profit Organizations/Public Charities Division will join the presenters to add the Division's perspective and insights on these topics....
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12/18/2012 - 12:30 pm to 1:30 pm
Join members of the Tax-Exempt Organizations Section Steering Committee in an open forum to discuss current nonprofit issues and unanswered questions in your nonprofit practice. Bring your questions with you or submit them in advance to Eleanor Evans at eleanor.evans@caplaw.org to have them raised anonymously.
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11/27/2012 - 12:30 pm to 1:30 pm
What are the challenges that domestic non-profits face when they engage in activities in the developing world? What happened when a well-known conservation group shipped night-vision goggles to India to count tigers? Mary Chaffin, the general counsel of Accion, will be joined by Michael Doore of Ropes & Gray (who was a Legal Fellow at Accion 2010-2011) to provide their insights. This will be an informal roundtable discussion and audience participation is encouraged and welcomed....
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11/13/2012 - 12:30 PM to 01:30 PM
The second session in the Fundamental Series will focus on how to form a non-profit organization. Speakers Alyssa Fitzgerald and Janet Rickershauser of Goodwin Procter will explain the process of forming a non-profit 501(c)(3) organization. This program will go over the general framework of when to form a 501(c)(3) entity, the federal and state application and registration processes, and other issues of interest to legal advisers relating to the formation of 501(c)(3) organizations....
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11/08/2012 - 05:30 PM to 07:00 PM
A panel composed of an in-house trust company professional, planned giving director, non-profit attorney, solo practitioner, and elder law attorney will share some of their experiences, struggles, and successes in a round table format. There will be plenty of time to network with the panelists and your colleagues....
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11/08/2012 - 12:30 PM to 01:30 PM
A charitable organization’s board of directors has a fiduciary duty to prudently manage and diversify the organization’s endowment portfolio. Oftentimes, such diversification includes employing alternative investment strategies, which usually involve sophisticated investment structures and complex tax compliance requirements. This presentation will discuss the rules regarding prudent management of an endowment portfolio and tax compliance considerations for alternative investments. Audience participation is welcome and encouraged....
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10/09/2012 - 12:30 PM to 01:30 PM
This session will kick off the Fundamental Series, which is a two-year program designed to offer an introduction to legal issues that arise during the life span of a tax-exempt charitable organization....
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09/25/2012 - 12:30 pm to 1:30 pm
Join the Tax Exempt Organizations Section for a presentation providing a general overview of the requirements including key provisions such as Community Health Needs Assessments (CHNA), financial assistance policies, limitation on charges, and billing and collections policies....
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09/12/2012 - 05:00 PM to 06:30 PM
Come meet fellow members of the Tax Exempt Organizations Section, learn about Section programming for the coming year, and find out how you can be involved. We look forward to seeing you at the End-of-Summer Section Social!...
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06/06/2012 - 7:30 am to 3:00 pm
Come join us for a day of discussion with experts and peers about issues confronting Massachusetts public charities...
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05/22/2012 - 12:30 pm to 1:30 pm
Panelists from the Nonprofit Organizations/Public Charities Division of the Attorney General's Office will discuss current initiatives and highlight significant issues facing nonprofit organizations from the perspective of the regulators...
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