COURSE DESCRIPTION
Advance your nonprofit planning expertise with sophisticated strategies for complex organizational structures and specialized exemption scenarios. This program builds on foundational concepts to address challenging situations including subsidiary organizations, joint ventures, and international operations. Develop the specialized knowledge required for the most complex nonprofit organization and tax planning arrangements.
- Master complex organizational structures including supporting organizations, fiscal sponsorships, and subsidiary relationships
- Navigate specialized exemption categories including private foundations, social welfare organizations, and trade associations
- Address international operations and foreign nonprofit organization compliance requirements
- Understand ongoing compliance obligations including annual reporting, unrelated business income, and intermediate sanctions
Speaker:
Michael Lehmann is a partner in the New York office of Dechert, LLP, where he specializes in tax issues related to non-profits and in the tax treatment of cross-border transactions. He advises hospitals and other health care providers, research organizations, low-income housing developers, trade associations, private foundations and arts organizations. He advises clients on obtaining and maintaining tax-exempt status, executive compensation, reorganizations and joint ventures, acquisitions, and unrelated business income planning. Mr. Lehmann received his A.B., magna cum laude, from Brown University, his J.D. from Columbia Law School, and his LL.M. from New York University School of Law.