By NEO Law Group
The 29th Annual Western Conference on Tax-Exempt Organizations (WCTEO), my #1 go-to conference every year for the past 20 years, will be held in Los Angeles on Thursday, March 12, and Friday, March 13. You can register here. Early Bird pricing ends today (January 31, 2026). The UCLA School of Law Lowell...
As part of last month’s American Bar Association Exempt Organizations Committee meeting, Karl Mill (Mill Law Center), Tom Schroeder (Davis Wright Tremaine), and I discussed the use of (1) illegality and (2) violations of fundamental public policy as independent bases for the revocation of tax-exempt status in these ‘not...
Here are some of the highlights from the American Bar Association Exempt Organizations Committee meeting held on January 16 as part of the ABA Midyear Tax Meeting. As with all of our posts capturing highlights of events, my interpretations, opinions, and additions of supplemental resources may be sprinkled in with the...
The TEGE Exempt Organizations Council, in cooperation with D.C. Bar Continuing Legal Education and The Greater Washington Society of CPAs, provided a webinar update on November 21, 2025. Here are some highlights and my notes from the webinar with additional links to some supplemental resources: Beyond the Bill: Navigating...
The biennial Center for Effective Philanthropy (CEP) conference was held in Los Angeles this year from November 3 through November 5. The conference attracted some great speakers and touched on many of the critically important issues facing philanthropy and the grantees, causes, and communities philanthropy supports. Here are some of the highlights...
It was a pleasure joining Adler & Colvin Principal Rosemary Fei and CalMatters CEO Neil Chase for the keynote presentation at the 2025 CalNonprofits Policy Conference. We covered (lightly, given the time frame) some of the most important current issues for nonprofits in this political climate, including: Some Tips...
With heightened political rhetoric and public statements from the current federal administration suggesting that the government may target 501(c)(3) organizations that oppose its policies, it is understandable that many nonprofits are worried about losing their 501(c)(3) tax-exempt status. While the concern may be justified, the reality is that (so...
The CalNonprofits Annual Policy Conference 2025 will be held in Los Angeles on November 5 at The California Endowment. The topics are on point, and the speaker list is very impressive. I’m honored to be teaming with Rosemary Fei (Principal, Adler & Colvin) and Neil Chase (CEO, CalMatters) for...
The 14th Annual Symposium on Public Policy for Nonprofits was hosted by the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA), Independent Sector, and Nonprofit Policy Forum on September 12, 2025. This year’s theme, “Breaking Through the Noise: Assessing and Communicating the Impact of Nonprofits and Philanthropy,”...
I have the pleasure of speaking at the Fiscal Sponsor Conversations forum (“FSC”) on Tuesday, August 12, at 10 am PDT / 1 pm EDT. With inspiration from an old post I wrote, Fiscal Sponsorship: Six Ways to Do It Wrong, FSC organizers Andrew Schulman and Oliver Hack asked...