This session during the 2026 Conference on Representing & Managing Tax-Exempt Organizations will cover the following:
- Planning opportunities under Sections 4940 and 4968
- Complex planning tools for Section 4943 compliance
- Developing an internal oversight and compliance framework, including key provisions for investment policies and investment management agreements
Speakers:
- Elinor Ramey, Partner; Chair, Exempt Organizations, Lowenstein Sandler LLP
- James P. Joseph, Arnold & Partner
- Preston Quesenberry, KPMG
Time: 8-9 a.m. ET
Location: Capital Hilton, 1001 16th Street NW, Washington, D.C. 20036
