Upcoming Events
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In-Person Conference September 4, 2025
2025 Kasner Symposium (21st Annual Jerry A. Kasner Estate Planning Symposium) - Session: "Exempt Organization Update"
Charitable giving is a key element in estate planning for many clients. High-net-worth individuals and families often have specific philanthropic goals and objectives. The years 2024 and 2025 have been particularly significant and challenging for nonprofit organizations due to the new administration and changes in federal funding and public policy, which have impacted their operations. This presentation will cover recent federal income tax developments for charitable organizations, providing valuable insights for estate planners as they assist with major gifts and complex asset donations.
Presenters:
- David Sacarelos, Baker Tilly
- David Levitt, Adler & Colvin
11 a.m.-12:15 p.m. PT / 2-3:15 p.m. ET
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In-Person and Virtual Conference September 19, 2025
Corporate Political Activities 2025: Complying with Campaign Finance, Lobbying, and Ethics Laws - Session: "Political Activity by Nonprofits and Advocacy Organizations"
Panelists:
- Jason Kaune, Nielsen, Merksamer, Parrinello, Gross & Leoni LLP
- Eric Gorovitz, Adler & Colvin
- Molly Meegan, American College of Obstetricians and Gynecologists (ACOG)
- Mike Whatley
11:30 a.m. ET / 8:30 a.m. PT
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In-Person Conference November 11, 2025
Exponent Philanthropy Foundations 101 - Session 3: "Legal Basics"
Hear an overview of all private foundation rules, from filing the Form 990-PF to public disclosure rules and the self-dealing rules. This survey of the rules will empower you to know when to raise questions with a legal professional.
3-4:14 p.m. ET
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