This class is not eligible for D.C. Bar CLE Passport use.
Credits: 6.0 general credit hours
Description: This premier program convenes leading legal and accounting professionals to examine the latest statutory, regulatory, and judicial developments shaping the landscape for tax-exempt organizations. Through a series of engaging discussions and expert analyses, participants will gain practical insights into critical updates as well as forward-looking trends affecting the nonprofit sector. The following are among the key topics this program covers:
- Implementation and impact of 2025’s new and upcoming EO tax rules
- State and local non-income taxes
- Best practices for launching and sustaining nonprofits to ensure compliance and maximize mission impact
- Insurance considerations for tax-exempt organizations
- Strategies for nonprofit distress relief
- The benefits and challenges of being “related” to a tax-exempt organization
In addition to equipping practitioners with the latest technical knowledge, this program highlights practical strategies for advising clients, managing compliance obligations, and enhancing organizational resilience. While indispensable for attorneys and CPAs working directly with tax-exempt entities, the program also provides valuable insights for professionals in related fields, including commercial and consumer law, corporate and business law, and lobbying. For a detailed breakdown of session topics, please consult the program agenda.
Cosponsors: TEGE Exempt Organizations Council and the Greater Washington Society of CPAs
Faculty: Harriet S. Cutshall, Your Part-Time Controller LLC; Martin Fox-Foster, Relation Insurance Services Inc.; Joseph Giso, Johnson O’Connor Feron & Carucci LLP; Elizabeth Grossman, Trister, Ross, Schadler & Gold PLLC; William M. Klimon, Holtzman Vogel Baran Torchinsky & Josefiak PLLC; Michael Kuczynski, Polsinelli PC; Rachel Levy, Deloitte LLP; Steve Lenivy, Crowe LLP; Sharon C. Lincoln, Casner & Edwards LLP; Lauren Mack. Law Office of Lauren Mack PC; Lori A. McLaughlin, Crowe LLP; Melissa Sampson McMorrow, Nutter McClennen & Fish LLP; John C. Peiffer II, Brown & Streza LLP; Preston Quesenberry, KPMG US; Marci Rozen, ZwillGen PLLC; Jonathan Skrmetti, Attorney General and Reporter for the State of Tennessee; Daniel Sullivan, Johnson O’Connor Feron & Carucci LLP; Mary Torretta, Grant Thornton Advisors LLC; and Brian Yacker, Baker Tilly US LLP
Registration: To register, and for related program information, click here. Register by October 17, 2025, and save!
Early Bird Fees: $0 Government Employees, $0 Press, and $85 All Others if you register by October 17, 2025
Regular Fees: $0 Government Employees, $0 Press, and $95 All Others if you register after October 17, 2025, through November 14, 2025
Late Fees: $0 Government Employees, $0 Press, and $120 All Others if you register after November 14, 2025
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