TEGE Exempt Organizations Council

Registration is now open for the TEGE Exempt Organizations Council’s March 2-3, 2023, Exempt Organizations Annual Meeting and Update, presented in cooperation with DC Bar Continuing Legal Education and the Greater Washington Society of CPAs.

Registration is available at www.eocouncil.org/events, along with the agenda and all details. Registration closes February 28. The agenda – as always – includes an extensive list of current and former government speakers. 

The program will be available by webinar, with minimal presentation materials for government sessions. It will be available for dial-in for individuals. We anticipate that attendance will qualify for CPE and CLE in all states.

Our March sessions will include:

State Regulation of Charitable Organizations 

• Elizabeth Kim, Supervising Deputy Attorney General at California Department of Justice 
• Leslie Friedlander, Assistant Attorney General, Charitable Trusts Section, Consumer Protection Division 
• Michael Schlein, Division Administrator, State of Maryland  
• Moderator: Greg Lam, Copilevitz, Lam & Raney, LLC

EO Hot Topics Roundtable 

• Michael Durham, Kirton McConkie PC (Invited)
• Marc Owens, Loeb & Loeb, LLP (Invited)
• Tracy Paglia, Moss Adams
• Moderators: Nancy McGlamery, Adler & Colvin

Current Issues with Healthcare Organizations

• Michael N. Fine, Wyatt, Tarrant & Combs, LLP
• James J. Janssen Jr., MBA, J.D, Mayo Clinic
• Mackenzie McNaughton
• Moderator: Preston Quesenberry, KPMG

Influence of PACs on Capitol Hill and Capitol Hill Update 

• Phil Hackney, Associate Professor of Law, University of Pittsburgh 
• Betsy Grossman, Trister, Ross, Schadler & Gold 
• Moderator: Alexander L. Reid, BakerHostetler 

IRS Exempt Organization Update and Q&A

• Robert Malone, Director of Exempt Organizations and Government Entities, IRS
• Timothy Berger, Senior Technical Advisor to the Director, Exempt Organizations, IRS
• Moderator: Eve Borenstein, Harmon, Curran, Spielberg & Eisenberg, LLP
• Moderator: Preston Quesenberry, KPMG

IRS Chief Counsel and Treasury Update

• Rachel Leiser Levy, Associate Chief Counsel, EEE/EOET, IRS
• Lynne A. Camillo, Deputy Associate Chief Counsel, EEE/EOET, IRS
• Seth J. Groman, IRS Chief Counsel, General Attorney, Tax
• Casey Lothamer, Area Counsel (Mid-Atlantic), IRS, Office of Division Counsel (TEGEDC) 
• Amber Mackenzie, Attorney Advisor, US Department of Treasury (Invited)
• Moderator: Ruth Madrigal, KPMG

Private Foundation/DAFs

• Maura Whelan, Simpson, Thacher & Bartlett
• Chelsea Rubin, Morgan Lewis
• Elinor Ramey, Steptoe & Johnson LLP 
• Amber Mackenzie, Attorney Advisor, US Department of Treasury (Invited)

IRS Examinations Update

• Gerald Griffith, Jones Day
• Fran McKenna, Retired EO Exam Manager, IRS (Invited)
• Moderator: Stephen M. Clarke, Ernst & Young LLP

International Activities Tax and Non-Tax Considerations for Foreign Activities

• Neelu Mehrotra, Ernst & Young, LLP
• Jennifer Richter, Ernst & Young, LLP
• Moderator: Andrea T. Al-Attar, Esq., The Law Office