Insights on Tax-Exempt Organizations

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the CCPG 2025 Annual Symposium in Chicago on May 21, 2025.

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the conference in Phoenix, AZ on May 16, 2025. The conference is hosted by Arizona Charitable Gift Planners.

Fredrick Weber will present at the 32nd Annual NCPG Conference in San Francisco, CA, on April 22, 2025.

Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 2024.

Fred Weber will lead a breakout session at the Emerging Philanthropy Conference hosted by the Pittsburgh Planned Giving Council and the Western Pennsylvania chapter of the Association of Fundraising Professionals (AFP) in Pittsburgh, PA, on September 27, 2024.

Identifying the fiduciary who will administer a charitable estate or trust after a death can be a much more critical decision than many clients and donors may realize.

Fred Weber will present at the Colorado Planned Giving Roundtable’s (CPGR) Summer Symposium on August 21, 2024, in Denver, Colorado.

Fredrick Weber will speak at the National Capital Gift Planning Council’s Annual Planned Giving Day Conference at the American University Washington College of Law on June 6, 2024.

Shira Helstrom will present at the Georgetown Law’s 41st Annual Representing and Managing Tax-Exempt Organizations Conference on April 19, 2024.

Nonprofits and associations commonly receive subpoenas. Though it can be stressful to receive one, engaging in appropriate due diligence can help an organization effectively manage its response.

Shira Helstrom will speak at the ABA Business Law Section Spring Meeting on April 5, 2024.

On February 20, the US Supreme Court declined to hear challenges brought by rental unit owners to recent changes made to New York City’s Rent Stabilization Laws.

With the 2024 election cycle underway, it is important for exempt organizations to understand and comply with relevant restrictions on political campaign activities to safeguard their tax-exempt status and avoid triggering excise tax penalties.

As 2024 gets underway, the nonprofit sector will continue to face new challenges in addition to grappling with ongoing challenges that continue to impact the sector.

The US Department of the Treasury (Treasury Department) and Internal Revenue Service (IRS) recently published proposed regulations under Section 4966 to provide additional guidance on several issues related to creating and administering a donor-advised fund (DAF).

ArentFox Schiff’s clients report being inundated with notices from registered agents and other service providers to comply with the Corporate Transparency Act (CTA), a new law that will require many existing and newly formed entities to register with and disclose beneficial ownership information to the US government’s Financial Crimes Enforcement Network (FinCEN) beginning on January 1, 2024.

Fredrick Weber will speak at a special Heritage Auctions event on November 8, 2023, from 6 - 7:30PM, at the Heritage Auctions Studio and Gallery in Chicago.

Fredrick Weber will speak at the monthly CLE luncheon hosted by the Chicago Estate Planning Council on October 18, 2023.

Shira Helstrom will present on “Tax Updates and Planning Strategies” on May 18, 2023.

Fredrick Weber will speak at the Los Angeles Council of Charitable Gift Planners – Western Regional Planned Giving Conference on May 17, 2023.

Maggie Lopez will present at the Boston Bar Association Trusts & Estates Mid-Year Review on January 18, 2023.

ArentFox Schiff is pleased to announce the addition of Partner Andrew S. Katzenberg to the firm’s Private Clients, Trusts & Estates practice. Based in both the New York and Washington, DC, offices, Andy brings extensive experience counseling high-net-worth individuals and families on estate and tax

The US Department of the Treasury and the Internal Revenue Service issued its most recent Priority Guidance Plan Joint Statement (the Plan) on November 4, 2022. The Plan details more than 200 priorities for the 12-month period beginning July 1, 2022, and ending June 30, 2023 (the plan year). 

ArentFox Schiff is pleased to announce that Private Clients, Trusts & Estates Practice Group Leader Thomas Abendroth has been inducted into the National Association of Estate Planners & Councils’ (NAEPC) Estate Planning Hall of Fame.

ArentFox Schiff is pleased to announce the addition of Partner Shira M. Helstrom to the firm’s Tax practice. Based in the Washington, DC office, she brings extensive experience advising tax-exempt organizations on a wide range of tax, transactional, and governance matters.