Upcoming Events
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In-Person Conference January 24, 2025
UT Law’s 42nd Annual Nonprofit Organizations Institute Conference - Session: "Post-Election Issues for Nonprofits"
Co-Presenters:
- Matthew Sanderson, Caplin & Drysdale
- Rosemary Fei, Adler & Colvin
10:50 a.m. to 12:25 p.m. CT
Austin, Texas
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In-Person Conference January 24, 2025
UT Law’s 42nd Annual Nonprofit Organizations Institute Conference - Session: "Is Your Social Media Presence Complaint?”
Powerful, flexible, and efficient; social media is a critical communication tool for most charities, but managing your social media presence requires knowledge about a complex array of overlapping legal issues. In this fast-paced overview, speakers introduce many of the interlocking legal issues you need to be aware of when managing your organization’s social media strategy. Are you compliant with Federal Tax rules governing lobbying and political activity? Do your social media activities generate UBIT? How are you monitoring and managing charitable solicitation and cause marketing campaigns conducted via social media? What can you do to mitigate risks related to copyright infringement, data security, privacy, and even defamation? Speakers spotlight each of these issues and several others to ensure you have a broad understanding of each risk area.
Co-Presenters:
- Bridget M. Weiss, Arnold & Porter Kaye Scholer LLP
- Andrew Schulz, Adler & Colvin
2 p.m. to 2:45 p.m. CT
Austin, Texas
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In-Person Conference January 25, 2025
UT Law’s 42nd Annual Nonprofit Organizations Institute - Session: “Nonprofit Transactions: When to Merge, Acquire or Dissolve”
As nonprofits adapt to changing circumstances, opportunities for consolidation or acquisition frequently arise. In some cases, these transactions come from a position of strength, whereas some cases end up with a dissolution and transfer of assets. Discuss various considerations and best practices regarding these types of transactions, including structure, key considerations and common issues.
Presenters:
- Jonathan S. Blum, Holland & Knight LLP
- David A. Levitt, Adler & Colvin
10:50 a.m. – 11:35 a.m. CT
Austin, Texas
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In-Person Conference February 27, 2025
Loyola Law School's 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 28, 2025
Loyola Law School's 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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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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