Law School Tax Exempt Organizations by jbm11564


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Your Authoritative Legal Resource from the Nation’s Capital
22nd Annual

Representing & Managing
Tax-Exempt Organizations
14.0 CLE credit hours, which includes 1.0 hour of legal ethics (optional) (based on a 60 minute hour)
17.0 CPE credit hours

    April 28-29, 2005
                                         By attending the 2005 conference, you will: Primer on
    Hyatt Regency Washington
                                         s Learn about the latest IRS initiatives

                                         from the IRS Commissioner and top IRS       Public
                                                                                      funds, supporting organizations and new
                                                                                      deferred giving developments.
    on Capitol Hill
    400 New Jersey Avenue, NW
                                         and Treasury officials.
                                         s Receive a special Capitol Hill update
                                                                                      s Choose among break-out sessions for

                                                                                      in-depth coverage of hot topics, including
    Washington, DC                       on important issues affecting EOs from       such important issues as IRS audits, inter-
                                         key House and Senate staffers.               mediate sanctions, private foundations,       Wednesday,
                                                                                      international grantmaking, charities and
    Who will be                          s  Obtain an up-to-the minute analysis of
                                                                                      politics, internet issues, ethics for EOs,    April 27, 2005
                                         what’s happening in the EO sector from
    attending:                           national authority Bruce Hopkins.
                                                                                      recent developments affecting the IRS
    s   Attorneys                                                                     Forms 990, Schedule A and 990-T and the       Georgetown University
                                         s  Explore recent developments and           latest developments involving deferred        Law Center
    s   Accountants                      hot topics in the unrelated business area;   compensation and retirement plans for EOs.    Hart Auditorium
    s   Nonprofit Organization           analyze significant UBIT issues and          s Make sure all your questions are            (formerly the
        Executives                       controversies using the case study           answered at the popular “Ask the
                                                                                                                                    Moot Courtroom)
    s   Board Members and                                                             Experts” panels of leading practitioners      600 New Jersey Avenue, NW
                                         s Learn about current issues involving       and IRS officials. Bring your questions
        Consultants                                                                                                                 Washington, DC
                                         ancillary joint ventures under new IRS       to the conference or e-mail them in
    s   Fund Raising and                 rulings and review illustrative case         advance to
        Development Personnel                                                                                                       7.5 CLE credits
                                         studies.                                     s   Network with faculty and attendees        (based on a 60 minute hour)
    s   Trust Officers                   s Review the latest issues involving         at the popular networking cocktail            9.0 CPE credit hours
                                         charitable giving, including donor-          reception sponsored by Morgan, Lewis
                                         managed investments, donor-advised           & Bockius LLP.
                                                                                                                                    NEW THIS YEAR
New this year at the TEO conference                                                                                                 AT THE PRIMER
                                                                                                                                    Public charities have been a hot
s   Receive tips from leading state      rebuttable presumption of reasonableness     s   Attend a first-time presentation on a     topic in the press, and the news
charity officials about current trends   and the role of compensation consultants     critical area of exposure for many EOs -      is not all positive. This past year,
in state regulation of nonprofit         in providing comparable data.                the tax treatment of benefits. Find out       public charities have been the
organizations, including potential                                                    what’s taxable and what’s not, how to         focus of in-depth and often
                                         s Prepare for increased IRS audit
legislation, compliance/enforcement                                                   report benefits on the Form 990 and           unfavorable scrutiny from the
initiatives and best practices for       activity by attending presentations          on W-2s and 1099s and how to avoid            media. Congress has shown an
nonprofit governance.                    on the IRS examination, appeals and          automatic excess benefit transactions.        interest in changing the rules
                                         technical advice process by experienced                                                    governing public charities, and
s Learn from Diana Aviv, Presi-                                                       s Review important church tax issues,
                                         practitioners and IRS officials.                                                           the IRS has included an audit
dent of Independent Sector, how                                                       including the special rules for church
the EO sector is responding to           s Learn about the new IRS Form 1023          tax audits and other special tax rules        program targeted at public
a congressional request for              and find out what changes to expect in       affecting churches from a leading church      charity compensation on the
recommendations on charitable            the IRS application for exemption            tax practitioner and IRS specialists.         current workplan. This year’s
oversight and governance.                process. Obtain strategies for success       s Explore the laws affecting charitable
                                                                                                                                    primer program will provide
                                         from the perspectives of a private           advocacy, including the IRS lobbying          in-depth coverage of tax issues
s  Focus on the practical applica-                                                                                                  relating to public charities.
tion of the intermediate sanctions       practitioner and a senior IRS specialist.    election and the Lobbying Disclosure Act.
rules, including how to meet the
Primer on Public Charities
Wednesday, April 27, 2005
Georgetown University Law Center
7.5 CLE credits (based on a 60 minute hour) / 9.0 CPE credit hours

PRIMER AGENDA:                            9:45 - 10:45 am                           1:30 - 2:30 pm                         PROGRAM CHAIR:
                                          Meeting the Public                        Private Inurement, Private             Celia Roady
                                          Support Test                              Benefit and Intermediate               Morgan, Lewis & Bockius LLP
April 27, 2005                            David A. Shevlin                          Sanctions                              Washington, DC
8:00 - 8:20 am
                                          s   Types of Public Charities             Bruce R. Hopkins
                                          s   Requirements under 509(a)(1)          s   Understanding Section 4958
Registration and                              and (2)                                                                      SPEAKERS:
                                                                                    s   Prohibition on Private Inurement
Continental Breakfast                     s   Understanding 509(a)(3) Supporting    s   Identifying and Avoiding Private   Ann K. Batlle
                                              Organizations                             Benefit
                                          s   Loss of Public Charity Status                                                Morgan, Lewis & Bockius LLP
8:20 - 8:30 am
                                                                                                                           Washington, DC
Welcome and Introduction                                                            2:30 - 3:30 pm
                                          10:45 am - 12:00 pm                                                              Edward J. Beckwith
Lawrence J. Center                                                                  Unrelated Business
Executive Director, Georgetown CLE        Section 170:                              Income Tax
                                                                                                                           Baker & Hostetler LLP
Celia Roady                               Rules Governing                                                                  Washington, DC
                                                                                    Susan A. Cobb
Program Chair                             Charitable Contributions                                                         Susan A. Cobb
                                                                                    s   Basic UBIT Rules
8:30 - 9:30 am
                                          to Public Charities                       s   Exceptions and Modifications       Powell Goldstein LLP
                                          Edward J. Beckwith                        s   Expense Allocation                 Washington, DC
Introduction to Public                    s   General Deduction Rules and Limits    s   Special Rules for Debt Financed
Charities                                                                               Income                             Bruce R. Hopkins
                                          s   Special Rules for Gifts of Tangible                                          Polsinelli Shalton Welte Suelthaus PC
Bruce R. Hopkins                              Personal Property                                                            Kansas City, MO
s   Overview of Public Charities          s   Corporate Contributions of            3:30 - 3:45 pm
s   Organizational and Operational Test       Inventory                             Refreshment Break                      John P. Pomeranz
s   Difficult Exemption Issues            s   Substantiation and Valuation                                                 Harmon, Curran, Spielberg &
s   Foreign Charities                     s   Deferred Giving                       3:45 - 4:45 pm                         Eisenberg, LLP
                                                                                    IRS Forms and Filing                   Washington, DC
9:30 - 9:45 am                            12:00 - 12:15 pm
                                                                                    Requirements                           David A. Shevlin
Refreshment Break                         Box Lunch                                                                        Simpson Thacher & Bartlett LLP
                                                                                    Ann K. Batlle
                                                                                    s   Applying for Exemption on the      New York, NY
                                          12:15 - 1:15 pm
                                                                                        New Form 1023
                                          Restrictions on Lobbying                  s   Annual Information Returns
    PRIMER LOCATION:                      and Campaign Intervention                 s   Public Inspection Requirements
    Georgetown University                 John P. Pomeranz                          s   Form 4720 - When and How to
    Law Center                            s   Understanding Lobbying Limits             Report Chapter 42 Violations
    Hart Auditorium (formerly             s   Making Lobbying Elections
                                          s   Prohibition on Political Campaign     4:45 - 5:00 pm
    the Moot Courtroom)
    600 New Jersey Avenue, NW                 Intervention                          Questions and Answers                    Georgetown CLE offers
    Washington, DC 20001                                                                                                     online CLE courses through
                                          1:15 - 1:30 pm
    (two blocks from the                                                                                                     West LegalEdcenter. For more
    Hyatt Hotel)                          Refreshment Break                                                                  information, visit our website
    All visitors to the Law Center
    must enter through the 2nd Street
    entrance to the building.

CALL 202 - 662 - 9890 TO REGISTER NOW or ONLINE:
                                              PROGRAM AGENDA – REPRESENTING & MANAGING TAX-EXEMPT ORGANIZATIO
Information:                                                                           10:15 - 11:00 am                         1:15 - 2:15 pm
                                                  Thursday, April 28
HOTEL RESERVATIONS:                                                                    Capitol Hill Update                      BREAKOUT SESSIONS
A block of rooms has been held at the                                                  Jonathan Selib
following hotel until March 30, 2005.         7:30 - 8:20 am                                                                    A. Understanding IRS
These rooms will be held as a block,                                                   Robert S. Winters                        Audits: the Examination
unless exhausted, until the above date at
                                              Registration and                         Dean A. Zerbe
which time they will be released to the       Continental Breakfast                    s   Congressional Initiatives
general public. Please be sure                                                                                                  Douglas M. Mancino
to mention the “Tax-Exempt                                                                 Affecting EOs
Organizations” room block to                  8:20 - 8:30 am                           s   Potential Legislation and Hearings   Marcus S. Owens
receive the room rate below.                  Welcome and Introduction                                                          s   Types of Audits
Hyatt Regency Washington                      Lawrence J. Center                       11:00 - 11:15 am                         s   Overview of the Process
on Capitol Hill                               Executive Director, Georgetown CLE                                                s   Document Requests, Third Party
(NEWLY RENOVATED GUEST ROOMS)                                                          Questions and Answers                        Information Requests, Summonses
400 New Jersey Avenue, NW                     Celia Roady
Washington, DC 20001                          Program Chair
                                                                                                                                s   Concluding the Exam Stage
                                                                                       11:15 am - 12:00 pm
(800) 233-1234 or (202) 737-1234                                                       State of the EO Sector:                  B. Update on Current
                                              8:30 - 9:00 am
Online:                                                Where We Are and                         Ethics Issues for EO
com/groupbooking/ltax                         Current IRS Priorities
                                                                                       Where We Are Headed                      Practitioners
Room Rate: $219/single or double              in the Exempt                            Bruce R. Hopkins                         Shane T. Hamilton
DISCLAIMER:                                   Organization Arena                       s   Implications of Recent EO Cases,     Mark A. Srere
Speakers are subject to change.               The Honorable Mark W. Everson                Rulings, Regulations
                                              Commissioner, Internal Revenue Service
                                                                                                                                s   Circular 230: New Rules for
                                                                                       s   Looking Ahead; Warning Signs             Practice before the IRS
WITH SPECIAL NEEDS OR                                                                                                           s   Attorney-Client Privilege:
                                              9:00 - 9:15 am                           12:00 - 12:15 pm
DIETARY RESTRICTIONS:                                                                                                               Why It Matters and What It Means
Call (202) 662-9890                           Questions and Answers                    Questions and Answers                    s   Conducting Internal Investigations
                                                                                                                                s   Obligations of Inside and Outside
SCHOLARSHIPS:                                 9:15 - 9:45 am                           12:15 - 12:30 pm                             Counsel
Apply online at
or submit written request no later than       Update from the Treasury                 Box Lunch
5:00 pm on April 18, 2005 to:                 and IRS                                                                           C. Ancillary Joint
Scholarship Committee                         Susan D. Brown                           12:30 - 1:00 pm                          Ventures: Working with
Georgetown CLE
                                              Catherine E. Livingston                  New IRS Compliance                       New IRS Rules
600 New Jersey Avenue, NW
Washington, DC 20001                          Martha Sullivan                          Initiatives: What to Expect              Michael I. Sanders
                                              s   New Initiatives Affecting EOs                                                 T.J. Sullivan
or fax to (202) 662-9891                                                               Betty A. McClernan
                                              s   What to Expect in the IRS/Treasury                                            s   Rev. Rul. 2004-51: Answers and
                                                                                       s   IRS Audit Program Update
                                                  Guidance Program                                                                  Open Issues
                                                                                       s   New Audit Initiatives and
CHECKS / SUBSTITUTIONS:                                                                                                         s   Case Studies: What Works,
Please fax your cancellation notice to                                                     Techniques
                                              9:45 - 10:00 am                                                                       What Doesn’t
(202) 662-9891 by 5:00 pm on April 25,                                                 s   Areas of Particular IRS Focus
2005 for a refund (less $75 administrative    Questions and Answers
fee). Rain checks for a future program                                                                                          2:15 - 2:30 pm
                                                                                       1:00 - 1:10 pm
will be granted for cancellations received                                                                                      Questions and Answers
after April 25, 2005 and prior to the start
                                              10:00 - 10:15 am                         Questions and Answers
of the program. Substitutions are             Refreshment Break
accepted at anytime prior to the program.                                                                                       2:30 - 2:45 pm

MONEY-BACK                                                                                                                      Refreshment Break
We are confident that you will leave this         CONFERENCE LOCATIONS:                                                         2:45 - 3:45 pm
conference with more than enough ideas                                                                                          BREAKOUT SESSIONS
and insights to make your investment pay          APRIL 27, 2005 PRIMER:
off. However, if you feel you have not            Georgetown University Law Center                                              A. Understanding IRS
received your money’s worth by the end
of the program, simply contact a member           Hart Auditorium (formerly the Moot Courtroom)                                 Audits: Appeals and
of our registration team at the conference        600 New Jersey Avenue, NW, Washington, DC                                     Technical Advice
or call (202) 662-9890 and we will
process a 100% refund of your                     IMPORTANT INFORMATION: All visitors to the Law Center                         Lawrence M. Brauer
registration fee!                                 must enter through the 2nd Street entrance to the building.                   Ralph G. Messenger
                                                  APRIL 28-29, 2005:                                                            s   Understanding the Appeals Process
                                                                                                                                s   Preparing an Effective Protest
                                                  Hyatt Regency Washington on Capitol Hill, Ballroom Level                      s   How Technical Advice Works
                                                  400 New Jersey Avenue, NW, Washington, DC
      B. Update on Employee                    5:15 - 6:00 pm                             B. IRS Enforcement Issues                  2:00 - 3:00 pm
      Benefits                                 BREAKOUT SESSIONS                          for Churches                               BREAKOUT SESSIONS
      Richard J. Locastro                      A. Intermediate Sanctions:                 Deirdre A. Dessingue                       A. New Private Foundation
      Carolyn O. Ward                          What to Expect from the                    Thomas J. Miller                           Developments
      s   Identifying Taxable and Nontaxable                                              s   Understanding the Church Audit         Jane C. Nober
          Benefits                             Compensation Consultant                        Procedures
                                               Robert V. Mustich                                                                     Andrew Schulz
      s   Proper 990, W-2 and 1099 Reporting                                              s   Churches and Political Activities      s   What’s Happening at the IRS and
      s   Avoiding the Automatic Excess        Charles W. Quatt, Ph.D.                    s   Application of Intermediate                on the Hill
          Benefit                              s   Determining the Scope of the Study         Sanctions to Churches                  s   Current Compensation Initiatives
                                               s   Use of Comparable Data                                                            s   Trouble Spots for the Future
      C. Charitable Advocacy                   s   Obtaining a Reasonableness Opinion     9:45 - 10:15 am
      Tomer J. Inbar                                                                      A. Current UBIT Issues -                   B. Charities and Politics
                                               B. Exempt Organizations                                                               Professor Miriam Galston
      s   Lobbying Rules for Electing and
                                               and the Internet                           Part II: Case Studies
          Nonelecting Charities                                                                                                      Professor Frances R. Hill
                                                                                          James K. Hasson, Jr.
      s   Understanding the Lobbying           Suzanne R. McDowell                                                                   s   Lessons from the 2004 Elections
          Disclosure Act                       s   Tax Treatment of Internet Revenue      John F. “Jack” Reilly                      s   What Lies Ahead
      s   Tips for Effective Advocacy          s   Advocacy on the Internet
                                               s   Tax Exemption for the Virtual EO       B. Basic Tax Issues for                    C. Working with the New
      3:45 - 3:55 pm                                                                      Churches and Religious                     Form 1023
      Questions and Answers                    C. Ask the Experts                         Organizations                              Ann K. Batlle
                                               Victoria B. Bjorklund                      Deirdre A. Dessingue                       Janet E. Gitterman
      4:00 - 5:00 pm                           James K. Hasson, Jr.                       Thomas J. Miller                           s   What’s New on Form 1023
                                               Bruce R. Hopkins                           s   Defining the Terms
                                                                                                                                     s   Update on IRS Procedures
                                                                                          s   Special IRC Provisions
                                                                                                                                     s   Strategies for Navigating the
      A. Intermediate Sanctions                6:00 - 6:30 pm                             s   Church Group Rulings                       Determination Process
      and the Rebuttable                       Networking                                                                            3:00 - 3:15 pm
      Presumption:                             Cocktail Reception                         10:15 - 10:30 am
                                                                                                                                     Questions and Answers
      Understanding IRS                        Sponsored by the law firm of               Questions and Answers
                                               Morgan, Lewis and Bockius LLP                                                         3:15 - 3:30 pm
      Phyllis D. Haney
                                                                                          10:30 - 10:45 am                           Refreshment Break
      Leonard J. Henzke, Jr.                                                              Refreshment Break
                                                   Friday, April 29                                                                  3:30 - 4:30 pm
      s   Definition of Independence                                                                                                 BREAKOUT SESSIONS
                                                                                          10:45 - 11:45 am
      s   Use of Comparable Data               7:45 - 8:00 am
      s   Documentation of Compensation                                                   Current Trends in State                    A. Focus on International
          Decisions                            Continental Breakfast                      Charity Regulation                         Grantmaking
                                               8:00 - 8:45 am                             Jamie W. Katz                              Betsy Buchalter Adler
      B. New Developments in                                                              Gerald A. Rosenberg                        Janne G. Gallagher
      Charitable Giving                        Optional for EO Newcomers                                                             s   Overview of Current Rules
                                                                                          s   Changing Regulatory Environment
      Victoria B. Bjorklund                    Understanding UBIT:                        s   New Enforcement Initiatives
                                                                                                                                     s   Recent Treasury/IRS Developments
      Carolyn M. Osteen                        A Primer                                   s   Best Practices in Nonprofit
                                                                                                                                     s   Withholding and Reporting of
                                               Celia Roady                                    Governance                                 Foreign Grants
      s   Current Charitable Giving
          Controversies                        s   Understanding the Basics                                                          B. Update on Retirement
      s   Donor-Managed Investments            s   Disclosure and Reporting UBIT Issues   11:45 am - 12:00 pm
                                                                                                                                     and Deferred Compensation
      s   Donor-Advised Funds and
                                               8:45 - 9:00 am
                                                                                          Questions and Answers                      Planning for EOs
          Supporting Organizations
                                               Refreshment Break                          12:00 - 12:30 pm                           Robert J. Architect
      C. Forms 990, 990-T and                                                                                                        Gregory L. Needles
                                               9:00 - 9:45 am                             Charitable Governance and                  s   What’s Happened
      Schedule A
                                               BREAKOUT SESSIONS                          Oversight                                  s   What’s on the Horizon
      Harvey J. Berger
                                                                                          Diana Aviv                                 s   Current IRS Developments
      s   New Changes for 2005                 A. Current UBIT Issues -                   s   Update on Independent Sector Project
      s   Critical Reporting Issues            Part I: Overview                                                                      C. Ask the IRS Experts
                                               James K. Hasson, Jr.                                                                  Lawrence M. Brauer
      5:00 - 5:10 pm                                                                      12:30 - 2:00 pm
                                               John F. “Jack” Reilly                                                                 Judith E. Kindell
      Questions and Answers                                                               Lunch: On your own
                                               s   Hot Issues                                                                        4:30 - 4:45 pm
                                               s   Recent Cases and Rulings
                                                                                                                                     Questions and Answers
PROGRAM CHAIR:                             Shane T. Hamilton                          Ralph G. Messenger                           RECEIVE 14.0 CLE/
                                           Miller & Chevalier, Chartered              Appeals Team Manager
Celia Roady                                Washington, DC                             Internal Revenue Service                     17.0 CPE CREDITS
Morgan, Lewis & Bockius LLP                                                           Oklahoma City, OK
Washington, DC                             Phyllis D. Haney                                                                        CLE CREDITS: 14.0 CLE credits (for
                                           General Attorney                           Thomas J. Miller                             states based on a 60 minute hour) /
                                           Internal Revenue Service                   Technical Advisor, Exempt Organizations,     17.0 CLE credits (for states based
SPEAKERS:                                  Washington, DC                             Rulings and Agreements                       on a 50 minute hour), which includes
                                                                                      Internal Revenue Service
Betsy Buchalter Adler                      James K. Hasson, Jr.                       Washington, DC
                                                                                                                                   1.0 hour of legal ethics (optional)
Silk, Adler & Colvin                       Sutherland Asbill & Brennan LLP                                                         Accreditation has been or will be
San Francisco, CA                          Atlanta, GA                                Robert V. Mustich                            requested for this program from states
Robert J. Architect                        Leonard J. Henzke, Jr.                     Principal                                    with mandatory Continuing Legal
Tax Law Specialist                         TE/GE Division                             Towers Perrin                                Education requirements: Representing
Internal Revenue Service                   Internal Revenue Service                   Arlington, VA                                & Managing Tax-Exempt Organizations,
Washington, DC                             Washington, DC                                                                          14.0 CLE credits with 1.0 hr. legal
                                                                                      Gregory L. Needles                           ethics (optional), 17.0 CPE credits,
Diana Aviv                                 Professor Frances R. Hill                  Morgan, Lewis & Bockius LLP                  and Primer on Public Charities,
President and CEO                          University of Miami School of Law          Washington, DC                               7.5 CLE/9.0 CPE hrs.
Independent Sector                         Coral Cables, FL
Washington, DC                                                                        Jane C. Nober                                Georgetown CLE is a State Bar of
                                           Bruce R. Hopkins                           Special Counsel                              California approved MCLE provider.
Ann K. Batlle                              Polsinelli Shalton Welte Suelthaus PC      Council on Foundations                       Some states may require nominal
Morgan, Lewis & Bockius LLP                Kansas City, MO                            Washington, DC                               accreditation fees. You will be asked
Washington, DC
                                                                                      Carolyn M. Osteen                            to submit payment at the program’s
Harvey J. Berger                           Tomer J. Inbar                                                                          conclusion.
                                           Morgan, Lewis & Bockius LLP                Ropes & Gray
National Director,                         Washington, DC                             Boston, MA
Not-for-Profit Tax Services                                                                                                                      Georgetown CLE is
Grant Thornton                             Jamie W. Katz                              Marcus S. Owens                                            registered with the
Vienna, VA                                 Assistant Attorney General                 Caplin & Drysdale, Chartered                               National Association
                                           Chief, Public Charities Division           Washington, DC                                             of State Boards of
Victoria B. Bjorklund                      Massachusetts Attorney General’s Office                                                 Accountancy (NASBA) as a sponsor
Simpson Thacher & Bartlett LLP                                                        Charles W. Quatt, Ph.D.                      of continuing professional education
New York, NY                               Boston, MA
                                                                                      President and Founder                        on the National Registry of CPE
Lawrence M. Brauer                                                                    Quatt Associates, Inc.                       Sponsors. State boards of
Tax Law Specialist, EO Technical Group 1                                              Washington, DC                               accountancy have final authority on
Internal Revenue Service                                                                                                           the acceptance of individual courses
Washington, DC                                                                        John F. “Jack” Reilly                        for CPE credit. Complaints regarding
                                                                                      TE/GE Division                               registered sponsors may be addressed
Susan D. Brown                             Judith E. Kindell                          Internal Revenue Service                     to the National Registry of CPE
Associate Tax Legislative Counsel          Tax Law Specialist                         Washington, DC                               Sponsors, 150 Fourth Avenue North,
U.S. Treasury Department                   Exempt Organizations, Rulings and
                                                                                      Gerald A. Rosenberg                          Suite 700, Nashville, TN 37219-2417.
Washington, DC                             Agreements
                                                                                      Chief, Charities Bureau                      Web site:
                                           Internal Revenue Service
Deirdre A. Dessingue                       Washington, DC                             New York Attorney General’s Office           Course Level: OVERVIEW
Associate General Counsel                                                             New York, NY                                 Instructional Method: GROUP-LIVE
United States Conference of                Catherine E. Livingston
Catholic Bishops                           Assistant Chief Counsel,                   Michael I. Sanders
Washington, DC                             TE/GE Division                             Powell Goldstein LLP                       T.J. Sullivan
                                           Internal Revenue Service                   Washington, DC                             Gardner Carton & Douglas LLP
The Honorable                              Washington, DC                                                                        Washington, DC
Mark W. Everson                                                                       Andrew Schulz
Commissioner of Internal Revenue           Richard J. Locastro                        Deputy General Counsel                     Carolyn O. Ward
Internal Revenue Service                   Senior Director, Tax Consulting Services   Council on Foundations                     Morgan, Lewis & Bockius LLP
Washington, DC                             Arctic International LLC                   Washington, DC                             Washington, DC
                                           Washington, DC
Janne G. Gallagher                                                                    Jonathan Selib                             Robert S. Winters
Vice President & General Counsel           Douglas M. Mancino                         Democratic Tax Counsel                     Chief Tax Counsel
Council on Foundations                     McDermott Will & Emery                     Senate Finance Committee                   House Ways and Means Committee
Washington, DC                             Los Angeles, CA                            Washington, DC                             Washington, DC
Professor Miriam Galston                   Betty A. McClernan                         Mark A. Srere                              Dean A. Zerbe
The George Washington University           Compliance Strategies and                  Morgan, Lewis & Bockius LLP
Law School                                 Data Analysis Manager                                                                 Tax Counsel & Chief Investigative
                                                                                      Washington, DC                             Counsel - Republican
Washington, DC                             Internal Revenue Service
                                                                                                                                 Senate Finance Committee
Janet E. Gitterman
                                           Los Angeles, CA                            Martha Sullivan                            Washington, DC
                                                                                      Director, Exempt Organizations
TE/GE Division                             Suzanne R. McDowell                        Internal Revenue Service
Internal Revenue Service                   Steptoe & Johnson LLP                      Washington, DC
Washington, DC                             Washington, DC

  CALL 202 - 662 - 9890 TO REGISTER NOW or ONLINE:
                          GEORGETOWN UNIVERSITY LAW CENTER
                          CONTINUING LEGAL EDUCATION
                          Your Authoritative Legal Resource from the Nation’s Capital
22nd Annual

Representing & Managing                                                                                                                                         s

                                                                                                                                                                    APRIL 27, 2005 - Primer
                                                                                                                                                                    APRIL 28-29, 2005
Tax-Exempt Organizations                                                                                                                                        s   WASHINGTON, DC

  REGISTRATION/ORDER FORM • Tax-Exempt Organizations 2005                                                                          I cannot attend, but send me:
PLEASE PRINT OR TYPE. Payment must accompany registration.                                       s      s      s      s       s    s   TEO CD-ROM (text only) $149
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s   $795 Non-profit Organizations                                     “Update on Current Ethics Issues for EO Practitioners”       s   Primer CD-ROM (text only) $79
s   $450 Paralegal                                                    session from 1:15-2:30pm in order to receive                 s   Primer Course Materials $79
                                                                      1.0 ethics credit.                                           s
s $395 Primer                  Total $ _______________                                                                                 Primer Audio Cassettes $129
                                                                      s   $95 ETHICS SESSION ONLY
                                                                                                                                   s   Primer Audio CD-ROM (audio & text) $249
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              Georgetown University Law Center                                                                                                                                                    Non-Profit
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