2016 Western Conference on Tax-Exempt Organizations (WCTEO)

The 20th annual Western Conference on Tax-Exempt Organizations (WCTEO) will take place at the Millennium Biltmore Hotel in downtown Los Angeles this Thursday and Friday, December 1-2, 2016. The WCTEO has been my top go-to conference every year since starting NEO Law Group, and I’m particularly excited about this year, my first as a member of the planning […]

Nonprofit Tweets of the Week – 8/19/16

The Summer Olympics continues to occupy much of the media’s attention though there continues to be important developments with respect to the U.S. Presidential election, police-citizen relations, Syria, and the Louisiana flooding. Have a listen to Aaron Neville‘s version of Louisiana 1927 while perusing our curated nonprofit tweets of the week: Gene: IRS Priority Guidance Plan (update released […]

Nonprofit Tweets of the Week – 7/8/16

This past week was marked by Independence Day, Kevin Durant‘s signing with the Golden State Warriors, the killings of Alton Sterling and Philander Castile by police in Louisiana and Minnesota, and the killings of police officers in Dallas. Have a listen to Bruce Springsteen‘s Born in the U.S.A. while perusing our curated nonprofit tweets of the week: CompassPoint: What’s in your […]

Nonprofit Tweets of the Week – 6/10/16

The past week was marked by World Oceans Day, outrage over the sentencing of the Stanford rapist, and the loss of another icon, Muhammad Ali. Have a listen to R. Kelly’s The World’s Greatest while perusing our curated nonprofit tweets of the week: National Council of Nonprofits: ACT report “reduction in EO staff has created critical gaps” […]

5 Highlights from the ABA Exempt Organizations Committee Meeting 1/29/16

x-144-15 Here are 5 highlights from the American Bar Association Exempt Organizations Committee Meeting held in Los Angeles on January 29, 2016: 1. Form 1023-EZ The IRS Tax Exempt & Governmental Entities Division (TE/GE) disagreed with the critical conclusions made by the National Taxpayer Advocate regarding the level of noncompliance by organizations filing the Form 1023-EZ […]

2015 Western Conference on Tax-Exempt Organizations (WCTEO)

Loyola Law School is holding its 19th-Annual Western Conference on Tax Exempt Organizations (WCTEO) in Los Angeles on November 19 and 20. This is one of the country’s premier conferences on tax-exempt organizations and one of my must-attend events as an attorney for nonprofits. I had the honor of speaking at the WCTEO a couple of years ago and […]

National Network of Fiscal Sponsors Annual Gathering 2015

The National Network of Fiscal Sponsors held its Annual Gathering in Brooklyn on November 7. Approximately 100 leaders of fiscal sponsors from across the country came to learn about common issues, best practices, and new developments, and to share experiences. Fiscal sponsorship refers to a contractual relationship that allows a person, group, or taxable entity to […]

Highlights from CalNonprofits Annual Policy Convention 2015

Our team had the pleasure of attending the CalNonprofits Annual Policy Convention in Oakland yesterday. It was a nonprofit conference full of practical substance with a strong emphasis on attendees actively engaging their stakeholders and getting them to vote. Keynote The morning keynote address by Dr. Raphael Sonenshein was outstanding. He noted that anger and fear motivated people […]

IRS Issues TE/GE Priorities for 2016

The IRS Tax Exempt and Government Entities (TE/GE) division recently issued its priorities list for 2016. Here is a list of the five strategic areas of focus for exempt organizations for the upcoming year: Exemption: Issues include non-exempt purpose activity and private inurement, enforced primarily through field examination; See Exempt Purposes – Internal Revenue Code […]