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

106510537-copy15th 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 with choice of form; moving to exemption, obtaining exemption, maintaining exemption, and operating; and concluding with termination of the organization.

Fiduciary Requirements for Members of Nonprofit Boards

160895396Fort 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

144283240(1)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 conduct applicable to directors and trustees of private foundations.  This paper further underscores best practices for these decision makers, highlighting tools to limit liability and emphasizing the importance of diligence in carrying out duties and responsibilities.