Recent Posts


Fiduciary Requirements for Members of Nonprofit Boards

Fort Worth Chapter TSCPA Free CPE Day 2016, Fort Worth, Texas This paper and PowerPoint expand on my presentation from last month, with an added look at excess benefit transactions as related to public charities.


Trustee Liability & Whistleblowing

2016 Salk Institute Breakthrough Biomedical Philanthropy Seminar, La Jolla, California It is always exciting to take part in the Salk Institute’s annual two-day summit, which couples the worlds of philanthropy and science through featured presentations and panel discussions.  The topic I presented was Trustee Liability and Whistleblowing, specifically focusing on state and federal standards of […]


Texas Tech Estate Planning & Community Property Law Journal CLE and Expo

On Friday, March 4, 2016 I had the pleasure of speaking at the Texas Tech Estate Planning & Community Property Law Journal CLE and Expo in Lubbock, Texas.  This is a fantastic event created by Professor Gerry Beyer at Texas Tech School of Law and hosted/put on by students of the law school who are […]

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Recent Presentations

Troublesome Trust Topics

State Bar of Texas, Governance of Nonprofit Organizations Course, Austin, Texas, (co-presented with David Rosenberg) What is a charitable trust and how does it operate?  Can you modify a charitable trust and with whose permission?  How can a charitable trust be converted to a nonprofit corporation, and vice versa?  Charitable trusts can serve useful purposes in […]


Nonprofit Governance Policies and Procedures Revisited: Trends, Developments and More

2015 TSCPA Nonprofit Organizations Conference, Dallas, Texas, (co-presented with David Rosenberg) Your foundation is up and running, you are happily serving your niche, and you have suddenly realized that you need policies and procedures in place for all the new situations arising in your day-to-day activities.  What policies do you need?  What state and federal laws […]

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When Giving Money Isn’t Enough: Direct Charitable Activities of Private Foundations

2015 Tax Seminar (Salk Institute), La Jolla, California Your foundation wants to go beyond its grant-making programs and increase its involvement, perhaps through leveraging your expertise, supplementing your grant-making dollars, and/or investing strategically and programmatically.  But how do you expand while still being subject to the prohibited transaction rules set out in the Internal Revenue […]

More Papers & Presentations