The Lowell Milken Center for Philanthropy and Nonprofits and Loyola Law School hosted over 150 nonprofit professionals and law students for the 27th Annual Western Conference on Tax-Exempt Organizations (WCTEO) at The California Endowment’s Downtown Los Angeles Center for Healthy Communities. With opening remarks delivered by UCLA Law Dean Michael Waterstone and Loyola Law Dean Brietta Clark, the two-day conference featured panels on a wide range of topics, including an update from Washington by Treasury and the IRS Office of Chief Counsel, a luncheon discussion of whether nonprofits can save journalism with NPR host Kai Rysdall, and a panel discussion of the take-aways from recent Supreme Court decisions. For more coverage of the conference, see “WCTEO 2024 Highlights” by Gene Takagi of NEO Law Group’s Nonprofit Law Blog.
The Planning Committee was chaired by LMPN Senior Scholar in Residence Ellen Aprill, who co-founded WCTEO, Faculty Director Jill Horwitz, and Executive Director Rose Chan Loui. Chan Loui and LMPN Program Manager were primarily responsible for coordinating the logistics of the conference. Chan Loui expressed appreciation for the support of the WCTEO’s sponsors, whose generosity allowed the conference to provide scholarships to attend WCTEO to 20 law students from UCLA and Loyola.
Panels and speakers included the following:
Day One:
The Latest from Washington
Lynne Camillo, Office of Chief Counsel (*Invited)
Christopher Hyde, Office of Chief Counsel (*Invited)
Amber MacKenzie, U.S. Department of the Treasury (*Invited)
Alex Reid, BakerHostetler
Moderator: Ellen P. Aprill, Professor Emerita, LMU Loyola Law School
Gifts of Businesses: Failing to Plan Is Planning to Fail
Reynolds Cafferata, Rodriguez Horii Choi & Cafferata David Shevlin, Simpson Thacher & Bartlett
Rob Wexler, Adler & Colvin
Moderator: Karl Mill, Mill Law Center
Power Hour
Ofer Lion, Seyfarth Shaw LLP
Jean Tom, Davis Wright Tremaine LLP Moderator: Helen Cheng, Withersworldwide
Luncheon Talk: Can Nonprofits Save Journalism?
Meghan Biss, Caplin & Drysdale
In conversation with Kai Ryssdal, National Public Radio Introductions: Rose Chan Loui
Watt’s Up with Energy Credits
Ruth Madrigal, KPMG LLC
Amber MacKenzie, U.S. Department of the Treasury (*Invited) Moderator: Gene Takagi, NEO Law Group
Every Number Counts – Nonprofit Accounting Update
Nanaz Benyamini, Singer Lewak Tonetta Conner, Harrington Group Donella Wilson, GHJ
Moderator: Debi Heiskala, EY Americas
Take-Aways from Recent Supreme Court Decisions
Roger Colinvaux, Catholic University of America School of Law, currently visiting at George Washington School of Law Kimberly Eney, Loeb & Loeb
Miguel Santana, California Community Foundation
Moderator: LaVerne Woods, Davis Wright Tremaine LLP
Day Two:
Good Governance When the Board Is in Discord
Rosemary Fei, Adler & Colvin
Elizabeth Kim, California Office of the Attorney General Jeff Margulies, Norton Rose Fullbright
Moderator: Jill Horwitz, UCLA School of Law
Paying What They’re Worth – Current Trends in Compensation
Diara Holmes, Loeb & Loeb
Tom Schroeder, Davis Wright & Tremaine Moderator: Terri Cammarano, Cedars-Sinai
Breaking News for Private Foundations
Lizbeth Nevarez, GHJ
Jane Searing, Deloitte Tax LLP Moderator: Michael Berry, CPA
Nonprofits with a Global Reach
Rose Chan Loui, UCLA School of Law
Cathy Livingston, Open Society Foundations Moderator: Ingrid Mittermaier, Adler & Colvin
Advocacy in an Election Year
Joe Guardarrama, Kaufman Legal GroupNona Randois, Alliance for JusticeModerator: Ellen P. Aprill, Professor Emerita, LMU Loyola Law School
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