By NEO Law Group
I had the opportunity to attend 3 separate online events this past week hosted respectively by CalNonprofits; the California Lawyers Association Nonprofit Organizations Committee; and Independent Sector, NTEN, Bridgespan Group. Each event was packed with valuable information, some of which I share (together with my own commentary and additional...
NEO Law Group Principal Erin Bradrick is co-presenting an important and timely workshop on Model C fiscal sponsorship. I highly recommend registering and attending if you’re a leader of a fiscal sponsor organization that provides Model C (pre-approved grant relationship) fiscal sponsorship, which is currently under a legislative and...
I had the honor of delivering the opening plenary address at the Contra Costa Nonprofit Partnership Fair on March 28. Prior to the Fair, I published a post with information and resources on nonprofit legal compliance and boards and board members. In this post, I provide some additional information and resources...
The following are just some of the many highlights from the 2026 Western Conference on Tax Exempt Organizations (WCTEO). As with all of our posts capturing highlights of events, my interpretations, opinions, and selection of additional resources may be sprinkled with the information provided by the presenters. Tribute to Doug Mancino...
I have the honor of delivering the opening plenary address at this month’s Contra Costa Nonprofit Partnership Fair taking place on Saturday, March 28, 2026 from 9 am to 3:30 pm at Contra Costa College. The plenary will focus on nonprofit compliance and governance, with acknowledgement of the turbulent...
On January 28, 2026, CalNonprofits provide its first virtual townhall as part of its Trump 2.0 Resilience Series. As with all of our posts capturing highlights of events, my interpretations, opinions, and additions of supplemental resources may be sprinkled in with the information provided by the presenters. Join CalNonprofits...
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...