DESCRIPTION
Governance for Nonprofit and Exempt Organizations
Navigate the complex regulatory landscape governing nonprofit organizations where mission-driven objectives intersect with legal compliance and fiduciary responsibilities. This program addresses the unique governance challenges facing tax-exempt entities, from board composition and conflict management to regulatory reporting and public accountability standards. Ensure your nonprofit clients maintain their exempt status while achieving their organizational mission effectively.
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Understand fiduciary duties and governance best practices specific to nonprofit board service
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Navigate IRS compliance requirements affecting tax-exempt status and public charity classifications
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Address conflict of interest policies and intermediate sanctions rules for excess benefit transactions
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Implement governance structures that balance mission achievement with regulatory compliance obligations
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.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.