Dates: November 15-16, 2007
Omni Los Angeles Hotel at California Plaza
Co-sponsored by Loyola Law School & Internal Revenue Service
Schedule
Thursday, November 15
7:30 - 8:25 am - Continental Breakfast
8:30 - 8:40 am
Welcome & Introductory Comments
Ellen P. Aprill
Douglas M. Mancino
8:45 - 10:15 am
IRS Pacific Coast & DC Update
Robert S. Choi
Wendy D. Fisher
10:15 - 10:30 am - Break
10:30 - 11:30 am
Current Developments Affecting Exempt Organizations
Bruce R. Hopkins
11:30 - 12:30 pm
Current Developments Affecting Exempt Organizations
Paul H. Feinberg
Susan Gary
A. L. (Lorry) Spitzer
12:30 - 1:45 pm
Hosted Lunch with Speaker
Myron (Ron) A. Hartwig
1:45 - 3:00 pm
Governance Update
Michael Peregrine
James R. Schwartz
3:00 - 3:15 pm - Break
3:15 - 4:15 pm
Audit Issues Exempt Organization Practitioners Should Understand
Nancy E. Shelmon
4:15 - 5:30 pm
Joint Ventures, Sponsorships, For-profit & Non-profit Alliances
Eliot P. Green
Stephen Schwarz
Mark A. Weiner
Friday, November 16
7:30 - 8:25 am - Continental Breakfast
8:30 – 8:35 am
Introduction to the Day
Sharon L. Camarillo
Terri Wagner Cammarano
8:35 – 9:45 am
SO & DAF Developments
M. Ruth M. Madrigal
Theresa Pattara
9:45 - 10:00 am - Break
10:00 – 11:00 am
Form 990
Michael D. Berry
Theresa Pattara
11:05 am - 12:30 pm
Breakout Sessions - Select One Track
A. Family Foundations...Opportunities, Challenges and Traps
Douglas K. Freeman
orB. AG Investigations
James M. Cordi
Paul G. Summers
or
C. State Sales, Property, Use Tax & Implications for Exemptions
Dwayne M. Horii
J. Patrick Whaley
orD. Hospital & Health Care Organization Update
Terri Wagner Cammarano
Douglas M. Mancino
12:30 -1:45 pm - Hosted Box Lunch
All are welcome to attend State Bar EO Committee Meeting
1:45 - 3:00 pm
Using LLCs
Terence F. Cuff
Judith E. Kindell
LaVerne Woods
3:00 - 4:00 pm
Political Activities Update
Gregory L. Colvin
Judith E. Kindell