9:00am             Exempt Organizations and “Common Tax Traps and Potholes.” Providing pro bono assistance to charitable organizations who either “address the needs of persons of limited means” or seek “to secure or protect civil rights, civil liberties or public rights, or in matters in furtherance of their organizational purposes” is specifically contemplated under the Model Rules of Professional Conduct (Rule 6.1).  Such entities are almost always tax-exempt under 501(c)(3) of the Code, and are accordingly subjected to a panoply of intricate tax rules.  Tax lawyers and business lawyers need apply care when serving 501(c)(3) organizations, as both adherence to tax-exemption mandates and good-to-best practices in Board governance are currently demanded not only by a more robust IRS, but also by state regulators and the public.  Common tax traps that lawyers need be aware of when working with 501(c)(3) organizations and frequent Board management potholes (of ethical or tax origin) will be outlined.  Panelist:  Eve Borenstein, Borenstein and McVeigh Law Office LLC, Minneapolis, MN.

9:30am             Low Income Taxpayer Clinics and the Pro Bono Referral Panel.  This task force will discuss their efforts, and those of the Taxpayer Advocate Service, to research what LITCs are doing in terms of setting up pro bono referral panels, critically analyze the types of arrangements, assess the pros and cons of using such referral panels, and recommend some best practices.  Ultimately, the task force will help create contacts in all state bar associations so that LITCs that desire referral panels will have a local starting point.  Panelists: Elizabeth Atkinson, Kaufman and Canoles, Norfolk, VA; Professor Diana Leyden, University of Connecticut School of Law, Hartford, CT.

9:50am             Volunteer Income Tax Assistance and Provision of Legal Services at VITA Sites.   Panelist: Kevin Anderson, Deloitte & Touche LLP, Washington, DC.

10:00am           Hurricane Katrina Task Force Update. 
Panelist: Brian P. Trauman, Mayer Brown Rowe & Maw LLP, New York, NY.

10:15am           Roundtable Discussion of Involvement of Young Lawyers, Mentoring Opportunities, Continuing Legal Education of Pro Bono Work, Pro Bono Award, and Other Tax Section Involvement in the Pro Bono Legal Community.