Upcoming Events
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In-Person Conference February 27, 2025
28th Annual Western Conference on Tax Exempt Organizations - Session: "The Challenges of For-Profit/Nonprofit Structures"
Moderator: Rose Chan Loui, Founding Executive Director, Lowell Milken Center for Philanthropy & Nonprofits at UCLA Law
Panelists:
- Mary Backman, Commonwealth of Massachusetts
- Dave Shevlin, Simpson Tacher & Barlett LLP
- Rob Wexler, Adler & Colvin
10 a.m. – 11:30 a.m. PT
Los Angeles, California
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In-Person Conference February 27, 2025
28th Annual Western Conference on Tax Exempt Organizations - Session: "International Hot Topics: What in the World is Going On?"
Speakers:
- Ruth Madrigal, KPMG US
- Atiqua Hashem, Conrad Hilton Foundation
- Jennifer Becker Harris, Clark Nuber PS
Moderator:
- Ingrid Mittermaier, Adler & Colvin
4:00 p.m. – 5:30 p.m. PT
Los Angeles, California
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In-Person Conference February 28, 2025
28th Annual Western Conference on Tax Exempt Organizations - Session: "Private Foundation Hot Topics"
Moderator: Mike Berry, MJB Law Group
Panelists:
- Emily Fan, The David and Lucile Packard Foundation
- Lizbeth Nevarez, CPA, Principal, GHJ
- Rosemary Fei, Adler & Colvin
10 a.m. – 11 a.m. PT
Los Angeles, California
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In-Person Conference February 28, 2025
28th Annual Western Conference on Tax Exempt Organizations - Session: "Advocacy in a Post-Election Year"
Speakers:
- Nona Randois, Alliance for Justice
- Eric Gorovitz, Adler & Colvin
Moderator:
- Gene Takagi, NEO Law Group
10 a.m. – 11 a.m. PT
Los Angeles, California
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Webinar March 4, 2025
Exponent Philanthropy - Webinar: "Foundations 101: Legal Basics"
In this legal basics module of the Foundations 101 virtual seminar, you will hear an overview of all private foundation rules, from filing Form 990-PF to public disclosure rules and self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional.
By the end of this session, you will be able to:
- Identify simple ways to follow the public disclosure rules
- Restate the definition of disqualified persons and know the three steps to identify potential self-dealing
Participants are encouraged to purchase the Foundation Guidebook to complement their learning experience.
2 p.m. to 3:30 p.m. ET
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In-Person Conference April 24, 2025
Georgetown Law CLE – 42nd Annual Representing & Managing Tax-Exempt Organizations - Session: "Bruce Hopkins Memorial Update on Key Current Developments”
This panel will review key current developments, explore recent trends, and find out what to watch for in 2025.
Co-Panelists:
- Diara M. Holmes, Loeb & Loeb LLP
- Rosemary Fei, Adler & Colvin
11:25 a.m. to 12:25 p.m. ET
Washington, D.C.
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In-Person Conference April 24, 2025
Georgetown Law CLE – 42nd Annual Representing & Managing Tax-Exempt Organizations - Session: "Ask the Experts"
Co-Panelists:
- LaVerne Woods, Davis Wright Tremaine
- Dave A. Shevlin, Simpson Thacher & Bartlett LLP
- Rob Wexler, Adler & Colvin
4:30 p.m. to 5:30 p.m. ET
Washington, D.C.
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