UT Law 43rd Annual Nonprofit Organizations Institute

Tax partners Megan Bell and Tomer Inbar are featured co-chairs of UT Law’s 43rd Annual Nonprofit Organizations Institute, a two-day convening of nationally recognized professionals from private foundations, charities, law, finance, and government to address the most pressing tax, legislative, and governance issues impacting the nonprofit sector. Tax partners Randall Thomas, of counsel Caroline Waldner, and litigation partner Amy Schuh will be speaking during the conference’s program.

Randall’s panel Regulations, Rulings, and Deference: EO Practice in a Post-Loper Bright World will take place Thursday, January 22 at 10:00 am ET and will examine the US Supreme Court’s decision in Loper Bright and its potential impact on federal tax rulemaking and litigation involving exempt organizations. Discuss what the post-Chevron landscape means for statutory interpretation and challenging IRS positions in executive order matters.

Amy’s panel Privilege Considerations and Ethics Issues in Preparedness and Enforcement Matters will take place Thursday, January 22 at 5:00 pm ET and will explore best practices for preserving the privilege of an internal investigation in the context of an enforcement action and practical tips to ensure enforcement readiness.

Caroline’s panel Fundamental Public Policy and Illegality Doctrine will take place on Friday, January 23 at 2:50 pm ET and will examine how the illegality doctrine and the public policy doctrine constrain tax-exempt status and the activities of tax-exempt organizations, with a focus on landmark cases and IRS guidance. Learn how to spot risk and think about the doctrines when developing and evaluating programs.