Morgan Lewis

Tax-Exempt Organizations Publications of Interest

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Related Publications

08/20/08 Final Instructions to 2008 Form 990 Unveiled by IRS
04/09/08 IRS Releases Long-Awaited Instructions to Revised 2008 Form 990
01/08/08 Tax Technical Corrections Act Clarifies Exempt Organizations and Charitable Giving Provisions of the Pension Protection Act
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Related News

10/05/07 U.S. Treasury's Deputy Tax Legislative Counsel Joins Morgan Lewis
Morgan Lewis is pleased to announce that Susan Denver Brown, recently the deputy tax legislative counsel for regulatory affairs at the U.S. Department of the Treasury, has joined the firm as of counsel in the Tax Group’s Tax-Exempt Organizations Practice.
07/30/07 Keeping the Swing in Duke Ellington: D.C.'s public arts school gets a creative boost from volunteers at Morgan, Lewis & Bockius, LegalTimes
The firm's pro bono relationship with the Duke Ellington school is featured in the LegalTimes.
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34 Publications Found
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11/19/05 Senate Passes Tax Legislation with Significant Exempt Organization Reforms, Anti-Abuse Rules and Charitable Giving Incentives

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tomer Inbar, Ann Batlle, Drew Porter, Celia Roady, Carolyn Ward

On November 18, 2005, the Senate passed the Tax Relief Act of 2005 (S. 2020), which contains several significant modifications to the tax rules governing exempt organizations and charitable giving. The companio... more

09/23/05 Hurricane Katrina Tax-Relief Legislation and Senate Finance Subcommittee Hearing on "Charities on the Frontline: How the Nonprofit Sector Meets the Needs of America's Communities"

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tomer Inbar, Ann Batlle, Drew Porter, Celia Roady, Carolyn Ward

There has been some significant activity in Congress over the past couple of weeks on tax issues affecting the charitable sector. On September 21, 2005, Congress enacted temporary tax relief legislation related... more

08/31/05 IRS Focus on Exempt Organization Compensation

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tax-Exempt Organizations and Employee Benefits

Corporate scandals, excessive compensation packages and questionable accounting standards have made headlines over the past several years. While much of the focus has been on public companies, Section 501(c)(3)... more

06/08/05 State Legislative Developments Affecting Charitable Organizations

LawFlash/Client Alert | Tax-Exempt Organizations LawFlash
Tomer Inbar, Ann Batlle, Celia Roady, Carolyn Ward

The attorneys general in certain states – including New York and Massachusetts – have begun to focus increased scrutiny on the corporate governance and fundraising practices of non-profit organizations, in line with sim... more

05/20/05 Current Legislative Initiatives Related to Philanthropy, presented at the Textile Museum Advisory Council

Presentation | Speech
Carolyn Ward

05/03/05 To Tax or Not to Tax - UBIT Rules for Museums; presented before American Association of Museums, Indianapolis

Presentation | Speech
Ann Batlle

04/28/05 Update on Employee Benefits, presented at Georgetown University Law Center, Washington, D.C.

Presentation | Speech
Carolyn Ward

04/27/05 IRS Forms and Filing Requirements - Georgetown University Law Center's conference on "Representing and Managing Tax-Exempt Organizations," Washington, D.C.

Presentation | Speech
Ann Batlle

03/31/05 When Museums Collaborate Across Borders: The Limits of Tax Exemption, Copyright Exceptions, and Other International Issues, presented at ALI-ABA Legal Problems of Museum Administration

Presentation | Speech
Carolyn Ward

February 2005 Recent Joint Committee on Taxation Proposals Affecting Exempt Organizations

LawFlash/Client Alert | Tax LawFlash
Tomer Inbar, Ann Batlle, Celia Roady, Carolyn Ward

On January 27, the Joint Committee on Taxation (“JCT”) released a 430-page report describing proposals to curtail tax shelters, close loopholes, and address other areas of noncompliance. The report, “Options to... more

09/10/04 Joint Ventures, Intellectual Property and Royalty Issues, presented at the American Farm Bureau Conference

Presentation | Speech
Carolyn Ward

June/July 2004 IRS Audits of Tax Exempt Organizations: Understanding and Preparing for an Examination, Journal of Tax Practices and Procedures

Outside Publications | Article
Ann Batlle

05/12/04 Grant making Issues Under Section 4945, presented at the Salk Institute for Biological Studies, 32nd Annual Tax Seminar on Private Foundations

Presentation | Speech
Celia Roady

04/30/04 Income and Withholding Tax Aspects of Grant making, presented at the Georgetown University Law Center, Washington, D.C.

Presentation | Speech
Carolyn Ward

01/24/03 The Uniform Management of Institutional Funds Act: New Developments, presented at the ABA Tax Section, Committee on Exempt Organizations

Presentation | Speech
Carolyn Ward

04/24/02 Public Charity/Private Foundation Classification and Its Consequences, presented at the Georgetown University Law Center

Presentation | Speech
Carolyn Ward

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