| Wednesday Evening, March 4 |
| 5:00-6:30 PM |
Early Registration |
Grand Registration Area
|
| 6:30-8:00 PM |
Introduction to the IRS Reporting Forms for EOs |
Salon D
Edward D. Coleman
Nancy Murphy
|
|
| Thursday, March 5 |
| 8:00 AM |
Continental Breakfast |
Grand Foyer
|
Morning Session
Moderator: Edward D. Coleman
|
Salons III & IV |
| 9:00 AM |
Current Developments Affecting Exempt Organizations |
Bruce R. Hopkins
|
| 9:50 AM |
Time to Batten Down the Hatches? IRS Audit Plans For 2009 And How To Defend |
Marcus S. Owens
|
| 10:35 AM |
Questions & Answers |
|
| 10:50 AM |
Charitable Giving Tax Pitfalls: Avoiding; Climbing Out; Cyanide Capsule? |
Conrad Teitell
|
| 11:40 AM |
Governance Issues: Impact of the Revised Form 990 |
Suzanne Ross McDowell
|
| 12:30 PM |
Luncheon
Speaker: Lois Lerner
Update from the IRS |
Salons I & II
|
Afternoon Breakout Session I: UBIT & IRS Reporting
Moderator: Joseph E. Lundy
2:00-5:30 PM
|
Salon III |
| 2:00 PM |
UBIT: Understanding the Rules and Current Issues |
Joseph E. Lundy
|
| 2:45 PM |
UBIT: Case Studies |
David M. Repass
|
| 3:30 PM |
Questions & Answers |
|
| 3:45 PM |
Non-Profit Reporting to the IRS & Related Issues |
D. Greg Goller
|
| 5:00 PM |
Questions & Answers |
|
Afternoon Breakout Session II: Private Foundations and Religious Organizations; Donor Advised Funds and Supporting Organizations
Moderator: Charles M. Watkins
2:00-5:30 PM
|
Salon IV |
| 2:00 PM |
Current Issues Affecting Private Foundations |
Victoria B. Bjorklund
|
| 3:00 PM |
Recent Developments Affecting Churches and Religious Organizations |
Deirdre Dessingue
|
| 3:30 PM |
Questions & Answers |
|
| 3:45 PM |
Donor Advised Funds and Type III Supporting Organizations |
David M. Repass
|
| 5:15 PM |
Questions & Answers |
|
Afternoon Breakout Session III: Deferred Compensation; Planned Giving
Moderator: Wendell R. Bird
Moderator: Edward D. Coleman
2:00-5:30 PM
|
Salon G |
| 2:00 PM |
Developments in Deferred Compensation For Exempt Organizations (Section 403(b)) |
Robert J. Architect
|
| 2:45 PM |
Developments in Deferred Compensation For Exempt Organizations (Section 457) |
Cheryl E. Press
|
| 3:30 PM |
Questions & Answers |
|
| 3:45 PM |
Charitable Gift Annuities and Many Other Charitable Split-Interests Not in Trust |
Laura H. Peebles
Elisa S. Rizzo
|
| 5:15 PM |
Questions & Answers |
|
|
| Thursday Evening, March 5 |
| 5:45-7:00 PM |
Registrant's Reception
(Sponsored by Webster, Chamberlain & Bean) |
Garden Terrace
|
|
| Friday, March 6 |
| 7:30 AM |
Continental Breakfast |
Grand Foyer
|
Morning Session
Moderator: Edward D. Coleman
|
Salons III & IV |
| 8:30 AM |
Update from Capitol Hill |
Gordon Clay
Karen McAfee
Theresa Pattara
Tiffany Smith
|
| 9:20 AM |
An Understanding Of Section 527 and Current Issues |
Alan P. Dye
Judith E. Kindell
|
| 10:05 AM |
Questions & Answers |
|
Morning Breakout Session I: Charitable Fundraising
Moderator: David P. Goch
10:20 AM-12:00 PM
|
Salon III |
| 10:20 AM |
Legal Issues In Charitable Fundraising |
David P. Goch
Charles M. Watkins
|
Morning Breakout Session II: Non-Profit Accounting Developments
Moderator: Edward D. Coleman
10:20 AM-12:00 PM
|
Salon IV |
| 10:20 AM |
Non-Profit Accounting Developments |
Richard F. Larkin
|
Morning Breakout Session III: Non-Profits and Heath Care
Moderator: Michael I. Sanders
10:20 AM-12:00 PM
|
Salon G |
| 10:20 AM |
Partnerships and Join Ventures |
Michael I. Sanders
|
| 11:05 AM |
Health Care Tax Update |
Thomas K. Hyatt
|
| 11:50 AM |
Questions & Answers |
|
| 12:00 PM |
Luncheon
Speaker: Joseph M. Brodecki
What is Going On In the Capital Markets? |
Salons I & II
|
Afternoon Breakout Session I
1:30-3:30 PM
|
Salon G |
|
TO BE DETERMINED |
|
Afternoon Breakout Session II
Moderator: Hugh K. Webster
1:30-3:30 PM
|
Salon III |
| 1:30 PM |
Recent Developments Impacting Associations |
Hugh K. Webster
James S. Wilson, Jr.
|
Afternoon Breakout Session III: Legal Ethics
1:30-3:30 PM
|
Salon IV |
| 1:30 PM |
The Saint's Excuse, and Other Ethics Challenges For Non-Profit Counsel |
Jack Marshall
|
Evening Session: (Repeat of Wednesday Evening Session)
4:00-5:30 PM
|
Salon G |
| 4:00 PM |
Introduction to the IRS Reporting Forms for EOs |
Edward D. Coleman
Nancy Murphy
|
|
