27th Annual Western Conference on Tax-Exempt Organizations


New Dates, New Venue

DUE TO HIGH INTEREST, THE CONFERENCE HAS HIT MAXIMUM CAPACITY AND REGISTRATION IS NOW CLOSED.  

The UCLA School of Law Lowell Milken Center for Philanthropy and Nonprofits and Loyola Law School are pleased to announce that they will host the Western Conference on Tax-Exempt Organizations on February 29 and March 1, 2024 at The California Endowment's Center for Healthy Communities in Downtown Los Angeles. The 2-day conference attracts nearly 150 lawyers, accountants and in-house professionals representing a broad range of nonprofit organizations. Government officials will give federal and state updates, and prominent nonprofit practitioners, academics, and other experts from the sector will speak on current topics in nonprofit tax, state law, accounting and other compliance matters. This year's topics include gifts of business interests, the implications of recent Supreme Court decisions, and advocacy in an election year. The tax press covers this event extensively, and material from the conference continues to be cited as authority in articles and books. 

Thursday, February 29, 2024 | 8:00 A.M. – 6:45 P.M.
Friday, March 1, 2024 | 8:00 A.M. – 12:15 P.M.

Event Venue and Host:
The California Endowment
1000 Alameda Street
Los Angeles, CA 90012

Registration is CLOSED. 

Early access pricing:

  • Early Bird - $850
  • Normal Rate: $1050
  • Day 1 access - $650
  • Day 2 access - $350
REGISTRATION CLOSED

Where to Stay

The UCLA School of Law Lowell Milken Center for Philanthropy and Nonprofits has negotiated special conference rates at The Omni Hotel Downtown Los Angeles. 

Omni Hotel Downtown Los Angeles
$219 per night ($25 Uber Credit per stay)
$50 parking per night 

*1 mile from The California Endowment*

*Conference shuttle available for hotel guests to/from The California Endowment*

BOOK YOUR ACCOMODATION

Planning Committee

Schedule

DAY 1: Thursday, February 29, 2024

7:30-8:30 am
Breakfast and Check-In

8:30-8:45 am
Day 1 Welcome

8:45-10:15 am
The Latest from Washington

  • Lynne Camillo, Deputy Associate Chief Counsel, IRS Office of Chief Counsel 
  • Christopher Hyde, Attorney, IRS Office of Chief Counsel 
  • Amber MacKenzie, Attorney Advisor, U.S. Department of the Treasury
  • Alexander Reid, Partner, BakerHostetler
  • Moderator: Ellen P. Aprill, Professor Emerita, LMU Loyola Law School

10:15-11:50 am
Gifts of Businesses: Failing to Plan Is Planning to Fail

11:50 am-12:00 pm
Break

12:00-1:00 pm
Power Hour

1:00-2:30 pm
Luncheon Talk: Can Nonprofits Save Journalism?

  • Meghan Biss, Member, Caplin & Drysdale
  • In conversation with Kai Ryssdal, Radio Host, National Public Radio
  • IntroductionsRose Chan Loui, Executive Director, Lowell Milken Center for Philanthropy and Nonprofits, UCLA School of Law

2:30-3:30 pm
Watt’s Up with Energy Credits

3:30-4:30 pm
Every Number Counts – Nonprofit Accounting Update

4:30-5:45 pm
Take-Aways from Recent Supreme Court Decisions

  • Roger Colinvaux, Professor of Law, Catholic University of America School of Law, currently visiting at George Washington School of Law
  • Kimberly Eney, Partner, Loeb & Loeb Miguel Santana, California Community Foundation
  • Moderator: LaVerne Woods, Partner, Davis Wright Tremaine LLP

5:45-6:30 pm
Reception

Topics to be covered on day one include:
Federal Government Update, Gifts of Businesses, A Power Hour on Nonprofit Topics, Luncheon Keynote: "Can Nonprofits Save Journalism?", Energy Credits, Accounting Update, Implications of Recent Supreme Court Decisions.


 

DAY 2: Friday, March 1, 2024

7:30-8:30 am
Breakfast and Check-In

8:30-8:35 am
Day 2 Welcome

8:35-9:50 am
Good Governance When the Board Is in Discord

  • Rosemary Fei, Principal, Adler & Colvin
  • Elizabeth Kim, Senior Assistant Attorney General, California Department of Justice, Office of the Attorney General
  • Jeffrey Margulies, Partner-in-Charge, Norton Rose Fullbright
  • Moderator: Jill Horwitz, Professor of Law, UCLA School of Law

9:50-10:00 am
Break

10:00-11:00 am
Breakout Sessions:

Paying What They’re Worth – Current Trends in Compensation

Breaking News for Private Foundations

Nonprofits with a Global Reach

11:00-11:10 am
Break

11:10 am-12:15 pm
Advocacy in an Election Year

Topics to be covered on day two include:
Governance Issues, Breakout Groups on Hot Topics in Compensation, Private Foundations, and International, Advocacy in an Election Year.


 

*Transportation to and from The California Endowment will be available at the beginning and end of each day for participants staying at the Omni Hotel. Parking at the California Endowment is free. 

MCLE

UCLA School of Law is a State Bar of California approved MCLE provider. 7.25 hours of MCLE is available for Thursday and 3.25 hours of MCLE for Friday with verified sign-in for the duration of the conference. Please sign in daily for attendance verification.

Registration Closed
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