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Publications
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12.06.2023Treasury Releases First Installment of Long-Awaited Guidance on Donor-Advised FundsUpdatesOver the past several years, the U.S. Department of the Treasury has been preparing guidance concerning donor-advised funds, which are accounts owned and controlled by public charities over which individual or corporate donors may exercise advisory privileges. In November, Treasury finally released the first of four pieces of guidance that it has told practitioners to expect.
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06.29.2015NJ Court’s Ominous Property Tax Exemption Warning to HospitalsUpdatesThe Tax Court of New Jersey decided AHS Hospital Corp. v. Town of Morristown, a case of first impression with potentially serious consequences for nonprofit hospitals seeking to qualify under N.J.S.A. 54:4-3.6, a statutory property tax exemption applicable to “[a]ll buildings actually used for . . . hospital purposes.”
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09.2011Nonprofit Governance and ManagementLawyer Publications
Third Edition, American Bar Association Business Law
Presentations
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01.31.2023Nonprofit Year in ReviewSpeaking EngagementsACC National Capital Region / Washington, D.C. / Hybrid
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05.06.2020Private Foundations and Donor Advised FundsSpeaking EngagementsDuPage Estate Planning Council / Webinar
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01.25.2020Strengthening Your Professional SkillsSpeaking EngagementsIllinois State Bar Association Leadership Academy / Chicago, IL
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09.18.2019Private Foundations and Donor Advised FundsSpeaking EngagementsFinancial Planning Association of Illinois / Chicago, IL
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05.16.2019Private Foundations and Donor Advised FundsSpeaking EngagementsFidelity Charitable / Webinar
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06.08.2017Managing Restricted Funds and Managing an EndowmentSpeaking EngagementsChicago-Kent College of Law Annual Conference on Not-for-Profit Organizations / Chicago, IL
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03.22.2017, 05.18.2017The Multi-Faceted Role of Corporate Philanthropy – Keeping Your Company Out of Trouble While Trying to Do GoodSpeaking EngagementsAssociation of Corporate Counsel / Chicago, IL and Elkhart Lake, WI
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02.09.2017Classification Issues for Exempt OrganizationsSpeaking EngagementsChicago Bar Association, Exempt Organizations Division / Chicago, IL
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01.20.2017State of Play: Supporting OrganizationsSpeaking EngagementsAmerican Bar Association Section of Taxation / Orlando, FL
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11.29.2016Charitable Trends and Strategies for High Net Worth ClientsSpeaking EngagementsFidelity Charitable Advisory
Panel Discussion / Chicago, IL -
10.08.2015 - 10.09.2015Restrictions on Lobbying and Political Actives by Exempt OrganizationsSpeaking EngagementsTax Issues for Healthcare Organizations/ American Health Lawyers Association Annual Tax Conference / Washington, D.C.
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09.16.2015Not So Fast: Exempt Organization Changes and Your State Attorney GeneralSpeaking EngagementsAmerican Bar Association Section of Taxation / Chicago, IL
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10.20.2014Alternative Investments - Seeing the Forest Through The TreesSpeaking EngagementsTax Issues for Healthcare Organizations/American Health Lawyers Association Conference / Washington, D.C.
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05.02.2014Classification Issues for Exempt OrganizationsSpeaking EngagementsGreat Lakes Area TE/GE Council
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02.17.2014Lessons to be Learned From The Colleges and Universities Compliance ProjectSpeaking EngagementsNational Conference on Law Higher Education - Stetson University College of Law
