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Navigating Unfamiliar Terrain: Nonprofit Law for the Non-Nonprofit Lawyer

15th Annual Advanced Business Law Course, Houston, Texas, 11/09/2017 The nonprofit sector includes organizations of all shapes and sizes with various entity structures and exemption bases, all highly regulated under both state and federal law.  This paper and presentation provide an overview of this sector geared to practitioners practicing outside of the area of nonprofit organizations, beginning […]

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Creating Subsidiaries of Tax-Exempt Organizations

State Bar of Texas, 15th Annual Governance of Nonprofit Organizations Course, Austin, Texas, 08/25/2017 Tax-exempt organizations utilize subsidiaries and related organizations for a number of different reasons ranging from management concerns to liability protection to tax necessity. While the nonprofit corporate form is generally used for charitable organizations conducting commercial activities, a number of different […]

LLCs in the World of Nonprofit and Mission-Minded Organizations

LLCs in the World of Nonprofit and Mission-Minded Organizations

26th Annual LLCs, LPs and Partnerships Conference and Primer, Austin, Texas, 07/13/2017 The opportunity to use the LLC form for nonprofit and mission-minded purposes is rarely considered by practitioners not working in the tax-exempt organization space, but this popular entity choice proves to be advantageous when utilized in this capacity as well and has become […]

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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 […]

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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 […]

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