Western Conference on Tax-Exempt Organizations

The UCLA School of Law Lowell Milken Center for Philanthropy and Nonprofits and Loyola Law School are pleased to announce that they will host the 28th Western Conference on Tax-Exempt Organizations on February 27 and February 28, 2025, at The California Endowment's Center for Healthy Communities in Downtown Los Angeles. Last year's two-day conference was sold out, with nearly 150 lawyers, accountants and in-house professionals representing a broad range of nonprofit organizations. Government officials will give federal and state updates, and prominent nonprofit practitioners, academics, and other experts from the sector will speak on current topics in nonprofit tax, state law, accounting and other compliance matters. The tax press covers this event extensively, and material from the conference continues to be cited as authority in articles and books.

Thursday, February 27, 2025 | 8:00 A.M. – 6:45 P.M.
Friday, February 28, 2025 | 8:00 A.M. – 12:15 P.M.

Event Venue and Host:
The California Endowment
1000 Alameda Street
Los Angeles, CA 90012

Pricing:

  • Early Bird Rate: $850 (until January 31, 2025)
  • Normal Rate: $1050
  • Day 1 Access - $650
  • Day 2 Access - $350

*Parking at the California Endowment is free

Sponsors
28th Western Conference on Tax-Exempt Organizations

*Logos are clickable links to sponsor websites

PLATINUM

GOLD

SILVER

Sponsors as of November 22, 2024

Join our conference sponsors, click HERE to learn more.

Where to Stay

The UCLA School of Law Lowell Milken Center for Philanthropy and Nonprofits has negotiated special conference rates at The Omni Hotel Downtown Los Angeles.

Omni Hotel Downtown Los Angeles
$232 per night ($25 Uber Credit per stay)—subject to change
$65 parking per night—subject to change

CLICK LOGO BELOW FOR CONFERENCE ACCOMODATIONS

*1 mile from The California Endowment

*Parking at the California Endowment is free

*Transportation to/from the California Endowment will be available at the beginning and end of each day for participants staying at the Omni Hotel

Planning Committee
Co-Chairs

Ellen Aprill, Senior Scholar in Residence, UCLA School of Law, Lowell Milken Center for Philanthropy and Nonprofits

Jill Horwitz, Faculty Director, UCLA School of Law, Lowell Milken Center for Philanthropy and Nonprofits

Rose Chan Loui, Executive Director, UCLA School of Law, Lowell Milken Center for Philanthropy and Nonprofits

Members

Michael Berry, Owner, Michael Berry, CPA

Terri Cammarano, Senior Vice President and General Counsel, Cedar-Sinai

Helen Cheng, Partner, Withersworldwide

Debra Heiskala,  Partner - EY Americas Exempt Organization Tax Sevices Leader, Ernst & Young

Ofer Lion, Partner, Seyfarth Shaw LLP

Douglas Mancino, Partner, Seyfarth Shaw LLP

Karl Mill, Founding Attorney, Mill Law Center

Ingrid Mittermaeir, Principal, Adler & Colvin

Gene Takagi, Principal, NEO Law Group

LaVerne Woods, Partner, Davis Wright Tremaine, LLP

Schedule

DAY 1: Thursday, February 27, 2025

7:30-8:30am: Breakfast and Check-In

8:30-8:40am: Day 1 Welcome

8:40-10:00am: Power Hour +

Ofer Lion, Seyfarth Shaw

Jean Tom, Davis Wright Tremaine LLP

Moderator: Karl Mill, Mill Law Center

10:00-11:30am: The Challenges of For-Profit/Nonprofit Structures

Rob Wexler, Adler & Colvin

Mary Beckman, Massachusetts Executive Office of Health and Human Services

David Shevlin, Simpson Thacher & Bartlett

Moderator: Rose Chan Loui, UCLA School of Law

11:30-11:45am: BREAK

11:45am-1:00pm: Data Protection and Privacy Law

Tenaya Rodewald, Sheppard Mullin

Lynn Sessions, Baker Hostetler

Arun Baheti, California Wellness Foundation

Moderator: Terri Cammarano, Cedars-Sinai

1:00-2:30pm Lunch and Keynote—When Should Universities Speak Out?

Steve Poskanzer, Carleton College

Moderator: Jill Horwitz, UCLA School of Law

2:30-3:45pm: Loper Bright—The End of Judicial Deference to the IRS?

Amber Mackenzie, U.S. Department of the Treasury (*Invited)

Mike Desmond, Gibson Dunn & Crutcher

Steve Toscher, Hochman Salkin Toscher

Moderator: Ellen Aprill, UCLA School of Law

3:45-4:00pm: BREAK

4:00-5:30pm: International Hot Topics: What in the World is Going On?

Ruth Madrigal, KPMG US

Atiqua Hashem, Conrad Hilton Foundation

Jennifer Becker Harris, Clark Nuber PS

Moderator: Ingrid Mittermaier, Adler & Colvin

5:30-6:30pm: Reception

7:00-9:00pm: Faculty Dinner

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DAY 2: Friday, February 28, 2025

7:30-8:30am: Breakfast and Check-In

8:30-8:35am: Day 2 Welcome

8:35-9:45am: Accounting Updates: What All EO Practitioners Need to Know

Tonetta Conner, Harrington Group

Nanaz Benyamini, Singer Lewak

Yulia Murzaeva, Green Hasson & Janks

Moderator: Debra Heiskala, EY Americas

9:45-10:00am: BREAK

10:00-11:00am: One-Hour Breakout Sessions

· Private Foundation Hot Topics

 Emily Fan, David and Lucille Packard Foundation

 Rosemary Fei, Adler & Colvin

 Lizbeth Nevarez, Green Hasson & Janks

 Moderator: Mike Berry, Michael Berry CPA

· Advocacy in a Post-Election Year

Nona Randois, Alliance for Justice

 Eric Gorovitz, Adler & Colvin

 Moderator: Gene Takagi, NEO Law Group

· Executive Compensation Hot Topics

 Nanci Hibschman, Sullivan Cotter

 Jill Manny, NYU Law (**Invited)

 Erin Bradrick, NEO Law Group

 Moderator: Helen Cheng, Withersworldwide

11:00-11:15am: BREAK

11:15am-12:30pm: The Ethics of Artificial Intelligence

Gerry Griffith, Jones Day

Bob Homchick, Davis Wright Tremaine

Robert Reich, Stanford Center for Ethics in Society, Stanford Center for Human-Centered Artificial Intelligence (**Invited)

Moderator: LaVerne Woods, Davis Wright Tremaine

*Detailed conference schedule will be updated by mid-December, 2024.

* UCLA School of Law is a State Bar of California approved MCLE provider. This session has requested MCLE credit and is currently pending approval.