Dates: November 20 & 21, 2008
Millennium Biltmore Hotel
Co-sponsored by Loyola Law School & Internal Revenue Service
Schedule
Thursday, November 20
7:30 - 8:25 am - Continental Breakfast
8:30 - 8:40 am - Welcome & Introductory Comments
Ellen P. Aprill
Douglas M. Mancino
8:45 - 10:45 am - IRS Pacific Coast & Washington Update
Joan T. Hirsch
Emily M. Lam
Steven T. Miller
10:45 - 11:00 am - Break
11:00 - 12:15 am - Are Best Practices Really Best?
Douglas M. Mancino
Steven T. Miller
12:15 - 1:30 pm - Hosted Luncheon
H. Peter Karoff
1:30 - 3:00 pm - The New Form 990 & Its Instructions
Jody Blazek
Michael A. Clark
Stephen Clarke
3:00 - 3:15 pm - Break
3:15 - 4:45 pm - Some Unexpected Consequences of Form 990
Michael A. Clark
Sanford Holo
Laura Kalick
Emily M. Lam
4:45 - 5:30 pm - Games and Gaming
Robert S. Choi
James M. Cordi
Cheryl A. Teser
Friday, November 21
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 - Current Developments AFfecting Exempt Organizations
Bruce R. Hopkins
9:45 - 10:00 am - Break
10:00 - 11:30 am - Concurrent Breakout Sessions - Select One Track
A. Particular Form 990 Issues: Health Care Providers; Joint Ventures; Executive Compensation
Jody Blazek
Stephen Clarke
Douglas M. Mancinoor
B. Hot Issues in Private Foundations
Michael D. Berry
Michael A. Clark
Richard L. Schmalbeckor
C. State Compliance
Dwayne M. Horii
James M. Cordior
D. Unfunded Deferred Compensation
Robert J. Architect
Samuel F. Hoffman
11:30 am -12:30 pm - New Section 403(b) Requirements
Robert J. Architect
Samuel F. Hoffman
12:30 - 1:45 pm - Hosted Lunch
Exempt Organizations Committee of State Bar meeting open to all attendees.
1:45 - 3:00 pm - Latest Techniques in Charitable Giving
Erik D. Dryburgh
Christopher R. Hoyt