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. ...
+ Read More

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....
+ Read More

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....
+ Read More

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....
+ Read More

Termination of Private Foundation Status

02/11/2014 - 12:30 PM to 01:30 PM
This program will outline the state and federal rules and reporting requirements that apply to the termination of private foundation status; including terminating this status by the transfer of assets to one or more public charities or to other private foundations, or by operation as a public charity. ...
+ Read More

Careers in Non-Profit Law: A Diverse Perspective

02/06/2014 - 04:00 PM to 07:00 PM
The BBA Tax Exempt Organizations Section is pleased to announce its Career Panel event – “Careers in Non-Profit Law: A Diverse Perspective" – from 3 to 5 PM on Thursday, February 6th. Please join us to hear our panelists discuss their varied career paths and experiences in the world of non-profit law. Speakers will include attorneys with careers focusing on education, government, in-house counsel, and external practitioners....
+ Read More

AGO Public Charities Division

01/28/2014 - 12:30 PM to 01:30 PM
+ Read More

CLE - Getting Tangled in the Web: Legal Issues for Nonprofit Use of the Internet

01/23/2014
Issues concerning the use of the internet are increasingly present in today’s nonprofit practice as more activities are carried out online than ever before. The traditional rules for nonprofits apply to internet activities, but there is little published guidance on how to carry this out on a day to day basis. Attendees will learn up to date best practices and practical considerations from their peers currently practicing in the field....
+ Read More

Special Rules of Behavior for Private Foundations: Distribution Requirements

01/14/2014 - 12:30 PM to 01:30 PM
This program will address the qualifying distribution requirement as well as certain categories of distributions, including foreign grantmaking, individual grants, and program related investments...
+ Read More

Tax Exempt Organizations: Bring Your In-Box

12/17/2013 - 12:30 PM to 01:30 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....
+ Read More

Tax-Exempt Fundamentals: Special Rules of Behavior for Private Foundations – Self-dealing and More

12/10/2013 - 12:30 PM to 01:30 PM
Learn the special rules of behavior that apply to private foundations and their activities. This third program in our 2013-2014 Tax-Exempt Fundamentals Series will provide an overview of some of the rules of Chapter 42 – self-dealing, excise tax on investment income, excess business holdings, jeopardizing investments, and taxable expenditures....
+ Read More

New England Forestry Foundation v. Appellate Tax Board: Charitable Land Trusts' Real Estate Tax Exemption at Stake

11/25/2013 - 12:30 PM to 01:30 PM
The Appellate Tax Board decided that while NEFF's purposes and activities might have constituted traditional charitable activities, the property was not sufficiently open to and accessible by the public to qualify for the tax benefit. The Court's decision could have enormous impact on the financial health of the many land trusts in Massachusetts. Join the Real Estate Legislation and Public Policy committee for a discussion on this case and it's implications....
+ Read More

Creating the One Fund Boston

11/18/2013 - 12:30 PM to 01:30 PM
Join the Tax Exempt Organizations Section to hear an exciting program on the creation of the One Fund Boston and the law regarding disaster relief charities....
+ Read More

Tax-Exempt Fundamentals – Private Foundations: Formation and Compliance

11/12/2013 - 12:30 PM to 01:30 PM
The second program in our 2013-2014 series will provide a basic overview of how to form a private foundation. We will discuss choice of entity issues, corporation v. trust form, IRS formation and compliance, and registration and compliance procedures with the office of the Attorney General of Massachusetts....
+ Read More

How to Form a Nonprofit Organization with Tax-Exempt Status

11/04/2013 - 03:00 PM to 05:00 PM
Dick Allen and Anita Lichtblau of Casner & Edwards, LLP will lead a 2-hour training on how to incorporate a nonprofit organization, file for tax-exempt status with the IRS, and register with the MA AGO. The session will also include critical concepts in forming a nonprofit with tax-exempt status and useful tips for practitioners....
+ Read More

Planned Giving from the Charity's Perspective

10/29/2013 - 12:30 PM to 01:30 PM
The panelists will address the key elements in developing a successful planned giving arrangement with a donor, with an emphasis on the charity's role and perspective. From helping the donor articulate his or her philanthropic and tax goals, to evaluating potential funding assets, to determining which tools and techniques may be well suited to the donor's situation, the charity can be an invaluable partner to the donor in the planning process....
+ Read More

Tax-Exempt Fundamentals: Introduction to Private Foundations

10/08/2013 - 12:30 PM to 01:30 PM
The first program in our 2013-2014 series will provide a basic overview of private foundations. We will discuss what a private foundation is, the different types of private foundations, and the general rules and regulations controlling private foundations....
+ Read More

CLE - 3rd Annual Charitable Board Service Program (FREE)

10/03/2013
Serving on a charitable board is an opportunity to contribute to a worthy cause or mission, gain experience, broaden your career horizons, and use your skills to serve your community in an area of your interest. The Tax Exempt Organizations Section is proud to present this engaging program that will explain everything from how to land a position on a board to the skills you will need in order to be effective. ...
+ Read More

Recent Developments at the IRS Exempt Organizations Division

09/24/2013 - 12:30 PM to 01:30 PM
Brad Bedingfield, a former IRS Exempt Organizations Tax Law Specialist, will discuss recent events at the Exempt Organizations Division. In particular, Brad will discuss some of the changes currently taking place at the IRS in the wake of the recent scandal and what those changes may mean for exempt organizations going forward....
+ Read More

Careers in Non-Profit Law: A Diverse Perspective

05/22/2013 - 04:00 PM to 06:00 PM
Please join us to hear our career panel speakers discuss their diverse and varied career paths and experiences in the world of nonprofit law. Speakers will include attorneys with careers focusing on taxation of exempt organizations, planned giving, administrative law and even law school admissions. This panel should appeal to law students as well as those attorneys interested in possible career paths in the nonprofit sector....
+ Read More

CLE - When Non-Profits Cooperate and Collide: Non-Profit Corporate Affiliations

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....
+ Read More

Regulation of Charitable Solicitations: We Can Do Better!

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....
+ Read More