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

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*

DAY 1: Thursday, February 29, 2024

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

8:30-8:45 am
Day 1 Welcome

• Ellen P. Aprill, Professor Emerita, LMU Loyola Law School
• Brietta R. Clark, Dean, LMU Loyola Law School
• Michael Waterstone, Dean, UCLA School of Law

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

• Reynolds Cafferata, Partner, Rodriguez Horii Choi & Cafferata
• David Shevlin, Partner, Simpson Thacher & Bartlett
• Robert Wexler, Principal, Adler & Colvin
• Moderator: Karl Mill, Founding Attorney, Mill Law Center

11:50 am-12:00 pm
Break

12:00-1:00 pm
Power Hour

• Ofer Lion, Attorney, Seyfarth Shaw LLP
• Jean Tom, Partner, Davis Wright Tremaine LLP
• Moderator: Helen Cheng, Partner, Withersworldwide

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
• Introductions: Rose 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

• Ruth Madrigal, Principal, KPMG LLP
• Amber MacKenzie, Attorney Advisor, U.S. Department of the Treasury 
• Moderator: Gene Takagi, Principal, NEO Law Group

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

• Nanaz Benyamini, Tax Partner, Singer Lewak
• Tonetta Conner, Managing Partner, Harrington Group
• Donella Wilson, Partner, GHJ
• Moderator: Debi Heiskala, Partner, EY Americas

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

• Jill Horwitz, Professor of Law, UCLA School of Law

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

• Diara Holmes, Partner, Loeb & Loeb
• Thomas Schroeder, Partner, Davis Wright & Tremaine
• Moderator: Terri Cammarano, Chief Legal Officer, Cedars-Sinai

Breaking News for Private Foundations

• Lizbeth Nevarez, Managing Director, GHJ
• Jane Searing, Managing Director, Deloitte Tax LLP
• Moderator: Michael Berry, Owner, Michael Berry CPA

Nonprofits with a Global Reach

• Rose Chan Loui, Executive Director, Lowell Milken Center for Philanthropy and Nonprofits, UCLA School of Law
• Catherine Livingston, Chief Legal Officer, American Institutes for Research
• Moderator: Ingrid Mittermaier, Principal, Adler & Colvin

11:00-11:10 am
Break

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

• Joseph Guardarrama, Attorney, Kaufman Legal Group
• Nona Randois, General Counsel, Alliance for Justice
• Moderator: Ellen P. Aprill, Professor Emerita, LMU Loyola Law School

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. 

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.