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Nonprofit Law Prof Blog

TEGE Exempt Organizations Council Update

By nonprofitlawprof

As a reminder, registration is open for the TEGE Exempt Organizations Council’s Exempt Organizations Update on November 17, presented in cooperation with DC Bar Continuing Legal Education and the Greater Washington Society of CPAs. 

The program will be available via webinar. We anticipate that attendance will qualify for CPE and CLE. Registration closes on November 10th at 5 PM EDT.  The agenda and all details are available at www.eocouncil.org/events. 

The program will include a Q&A session with the IRS Director of Exempt Organizations, during which the Director will respond to pre-submitted questions. 

TIC-TAQ Forum Co-Chairs (Anne Fulton, Jennifer Becker-Harris and Preston Quesenberry) will provide questions in advance to our speakers. Although they have already submitted questions for this program, please continually suggest areas of inquiry, questions and/or comments (including IRS forms and their instructions) and submit your suggestions to  https://www.eocouncil.org/TIC-TAQ-Comments-Submission.

Our November sessions will include:

IRS Guidance Update

  • Rachel Leiser Levy, Associate Chief Counsel, EEE/EOET
  • Lynne A. Camillo, Deputy Associate Chief Counsel, EEE/EOET
  • Seth J. Groman, IRS Chief Counsel, General Attorney, Tax 
  • Moderator: Elinor Ramey, Steptoe & Johnson LLP

IRS, Exempt Organizations Update and Q&A

  • Robert Malone, Director of Exempt Organizations and Government Entities, IRS
  • Timothy Berger, Senior Technical Advisor to the Director, Exempt Organizations, IRS
  • Moderators: Anne Fulton, Deloitte, Preston Q. Quesenberry, KPMG

Endowments and Restricted Funds: Managing UPMIFA In Unpredictable Times

  • Bernardo Cuadra, Assistant Attorney General, Commonwealth of Massachusetts
  • Carrie Trowbridge, GC at New York Community Trust
  • Alex Buchholz at PKF O’Connor Davies
  • Moderator: Susan Vignola, Patterson Belknap Webb & Tyler LLP

ESG and Tax-Exempts: What do tax advisors need to know?

  • Katherine Pease, Managing Director, Pathstone
  • Christie Tillapaugh, President-Elect of Dentons Cohen & Grisby
  • Lori McLaughlin, Crowe, Tax Partner, Exempt Organization Tax Services Practice
  • Victor Sturgis, Crowe, Partner-ESG Solutions Practice
  • Moderator: Elizabeth “Betsy” Krisher, CEO, Maher Duessel

Powering Your Organization’s Future with Renewable Energy Inflation Reduction Act Opportunities for Tax-Exempt Organizations

  • Nick Kappas, Thompson Coburn
  • Moderator: Ben Alderton, Moss Adams

Please share with colleagues or clients that may be interested in attending or viewing the program

Needs-Based Scholarship. The Council will offer a limited number of needs-based scholarships for the June program. Applications must be submitted by email to admin@eocouncil.org and should include the name of the applicant’s employer and a detailed justification for the need for financial assistance. The intention is to support practitioners at small firms or in-house staff at nonprofits who cannot otherwise justify the expense. Scholarship applications are due no later than October 31, with decisions anticipated by November 10. Applicants should not register prior to a scholarship decision, and will not receive refunds in the event they register prior. Applicants will be required to timely register in order to qualify.

darryll k. jones