Universities Operating Globally

02/24/2015 - 12:30PM to 1:30PM
Join the discussion on the kinds of activities universities pursue abroad, such as academic programs, collaborations, fundraising, and online education, and issues those activities raise....
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POSTPONED: Ask Us (Almost) Anything: A Discussion with the Non-Profit Organizations/Public Charities Division of the AG's Office

02/09/2015 - 12:30PM to 1:30PM
Join the tax exempt organizations group for a facilitated, open discussion. We encourage attendees to come prepared with questions and topics with the goal of having a spirited conversation about working together in support of the non-profit sector....
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Discussing Chapter 180

12/16/2014 - 12:30PM to 1:30PM
The BBA Tax Exempt Organizations Section is proposing revisions to MGL Chapter 180. This brown bag will provide an introduction to Chapter 180 and look at areas of the law that need updating, including conforming to Chapter 156D and related amendments....
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CLE - Federal Grants: What You Need to Know About the New OMB Rules

Learn everything you need to know about the upcoming changes the new OMB "Super Circular". Our panel will cover the requirements of the current guidance documents that govern federal grants, what grantees--including nonprofits, universities, and hospitals--need to do to get ready for the new rules, and how to assist your clients in doing so....
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Title Holding Companies: A Primer

12/09/2014 - 12:00PM to 1:00PM
Learn about the basics of Section 501(c)(2) and 501(c)(25) title holding companies, when to use a title holding company, and the organizational and operational requirements for tax-exemption....
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Introduction to Non-Profit Law

11/21/2014 - 12:30PM to 1:30PM
This program will provide a general overview of non-profit law concepts including IRS rules and theories along with practical advice on how to counsel a client that wants to form a non-profit organization....
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The Quirky Exemption Rules for Sports Organizations

11/17/2014 - 12:30PM to 1:30PM
The program will provide an introduction to tax-exemption for sports organizations, including why some have tax-exemption while others do not and IRS areas of concern. A case study will facilitate our understanding of the rules....
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Form 1023 Demystified

11/05/2014 - 3:00PM to 7:00PM
A 2-hour training for pro bono lawyers to understand and complete the Form 1023 to obtain 501(c)(3) public charity status for nonprofit clients....
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Introduction to Social Impact Bonds

10/28/2014 - 12:30PM to 1:30PM
Attendees will learn the basics of social impact bonds, including the challenges and benefits of using social impact bonds to finance projects. ...
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Strategies for 501(c)(3) Organizations Applying for Tax Exempt Status

09/30/2014 - 12:30PM to 1:30PM
This program will highlight key recent developments for organizations applying for recognition of tax-exempt status under section 501(c)(3) of the Code, including the new Form 1023-EZ, and will discuss strategic considerations for both Form 1023 and Form 1023-EZ filers in the current environment....
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Evelyn Brody on IRS Regulation of Charities Engaged in Advocacy and Politics After the 501(c)(4) Controversy

09/18/2014 - 5:30PM to 7:30PM
Evelyn Brody, Professor of Law, will discuss the question: can the IRS regulate charities engaged in advocacy and politics after the 501(c)(4) controversy?...
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Taxes, Charities, Conservation Land, Biodiversity, and Climate Change Unite in New England Forestry Foundation, Inc. v. Board of Assessors of Hawley

06/23/2014 - 12:00PM to 1:00PM
This program will discuss the Supreme Judicial Court’s recent decision in New England Forestry Foundation, Inc. v. Board of Assessors of Hawley, a case with implications for thousands of acres of conservation land and municipal tax revenue....
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2014 Non-Profits and Charities Conference

06/10/2014 - 7:30AM to 3:00PM
Please join us for the Attorney General’s Office Charities Conference, June 10, 2014 in Norwood....
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Medical Marijuana and the Rules of Professional Conduct: May an Attorney Ethically Represent a Marijuana Client in a Non-Criminal Context

06/05/2014 - 12:30 PM to 01:30 PM
The implementation of medical marijuana laws in 20 states and the District of Columbia, despite the federal prohibition against marijuana sales and use, has given rise to a host of legal issues facing a range of stakeholders in this emerging industry. One such issue for attorneys is whether or not they may ethically represent medical marijuana-related clients given current federal statutes. This program will analyze the relevant Massachusetts Rules of Professional Conduct in the context of such representation, and look to solutions proposed by other state Bar organizations....
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Executive Compensation: Evolving Trends and Best Practices

05/22/2014 - 12:30 PM to 01:30 PM
The past year has seen several new developments in executive compensation at the state level. The Non-Profit Organizations/Public Charities Division of the Attorney General’s office issued a CEO Compensation Review, based on a survey of 25 of the largest public charities in Massachusetts. More recently, the Attorney General’s office brought suit against the CEO of a Massachusetts graduate school and entered into an Assurance of Discontinuation agreement with the school’s board of trustees, both focused on executive compensation....
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CLE - Religious Organizations: Overview of Organization, Governance and Tax Issues

Religious organizations differ from other tax-exempt organizations in numerous ways. Our panel of experienced practitioners will address governance, real estate concerns, tax issues, and employment issues of importance to religious organizations....
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D&O Insurance Tips for Nonprofits & Charitable Immunity Issues

04/29/2014 - 12:30 PM to 01:30 PM
Join us for a discussion of Directors & Officers (D&O) liability insurance policies for nonprofits and the doctrine of charitable immunity. This seminar will focus on, among other things, key provisions in D&O policies, the recent SJC decision in Estate of Moulton v. Puopolo and what it means for Massachusetts nonprofits, and the doctrine of charitable immunity in Massachusetts, its limits and recent developments....
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Boston Bar Association Chess Night

04/01/2014 - 12:30 PM to 01:30 PM
Please join the Intellectual Property Law Section for a fun and social evening of chess at the BBA. Appetizers, beer, and wine will be available. This program is co-sponsored by the Boylston Chess Foundation. ...
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Benefit Corporations: Massachusetts, Delaware, and Why Tax-Exempt Organizations Should Use Them

03/25/2014 - 12:30 PM to 01:30 PM
The program will provide an overview and comparison of the Massachusetts and Delaware Benefit Corporations statutes and will include a discussion of why benefit corporations are an attractive option for tax-exempt organizations....
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How to Help Your Pro Bono Nonprofit Clients More Effectively

03/18/2014 - 03:00 PM to 05:00 PM
A 2-hour training for lawyers on issues specific to Massachusetts nonprofit organizations with federal and state public charity status. Led by a team of top experts, this training is designed to help our pro bono attorneys with issue spotting and optimizing their pro bono assistance and experience. Anyone who would be interested in offering pro bono assistance to nonprofits will benefit from this session to learn about tax-exempt organization related parameters of practice. The topics include: government filings and compliance issues; issue spotting involving corporate governance, maintenance of public charity status, intermediate sanctions, UBIT, political issues and lobbying, and joint ventures; fundraising regulations; WISP and data security; and considerations in determining when to contact the AGO....
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Alternatives to Private Foundations: Donor-Advised Funds

03/11/2014 - 12:30 PM to 11:30 AM
Increasingly, donor-advised funds are being successfully used as both an alternative to, and a complement to, private foundations. Often thought of as an "either/or" decision, many donors are now using donor-advised funds in addition to their private foundations. This strategy is increasing in popularity, as it enables individuals to use complementary vehicles to accomplish separate philanthropic purposes. Separately, over the last few years, hundreds of private foundation managers have chosen to unwind their foundations and transfer the balances to public charities that sponsor donor-advised funds. This program will outline the rules governing contributions to and distributions from donor-advised funds, and discuss how donor-advised funds are being used as alternatives to or in conjunction with private foundations....
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