Friday, January 19
7:30AM – 8:30AM
Exempt Organizations Subcommittee on Audits and Appeals
Chairs: Marcus S. Owens, Caplin & Drysdale, Washington, DC; Robert Louthian, McDermott Will & Emery LLP, Washington, DC
The subcommittee will discuss recent developments in exempt
organization examinations, including compensation and political activity projects. Panelists: Marcus S. Owens. Caplin & Drysdale Chartered, Washington, DC; Robert Louthian, McDermott Will & Emery LLP, Washington, DC.
7:30AM – 8:30AM
Exempt Organizations Subcommittee on Health-Care Organizations
Chairs: Christopher M. Jedrey, McDermott Will & Emery LLP, Boston, MA; T.J. Sullivan, Drinker Biddle & Reath LLP, Washington, DC
The subcommittee will discuss issues and activities with electronic health records and the Pension Protection Act implications for 509(a)(3) parents. Panelists: Christopher M. Jedrey, McDermott Will & Emery LLP, Boston, MA; TJ Sullivan, Drinker Biddle & Reath LLP, Washington, DC.
7:30AM – 8:30AM
Exempt Organizations Subcommittee on Private Foundations, Unrelated Business Income, and International Philanthropy
Chairs: Paul H. Feinberg, Baker & Hostetler LLP, Cleveland, OH; Lisa L. Johnsen, Preston Gates & Ellis LLP, Seattle, WA; Laura Kalick, Exempt Organization Tax Consulting, Chevy Chase, MD; Robert A. Wexler, Silk Adler & Colvin, San Francisco, CA; Victoria B. Bjorklund, Simpson Thacher & Bartlett, New York, NY; Betsy Buchalter Adler, Silk Adler & Colvin, San Francisco, CA
Private Foundations Update
Speakers: Lisa L. Johnsen, Preston Gates & Ellis LLP, Seattle,
WA; Paul H. Feinberg, Baker & Hostetler LLP, Cleveland, OH
Briefing on Recent UBIT Private Letter Rulings
Speakers: Laura Kalick, Exempt Organization Tax Consulting,
Chevy Chase, MD
International Philanthropy Update
Speakers: Victoria B. Bjorklund, Simpson Thacher & Bartlett,
New York, NY; Betsy Buchalter Adler, Silk Adler & Colvin, San
Francisco, CA
