NOW VIRTUAL: Joint Tax Club Event: Tax-Exempt Organization Update sponsored by The Cleveland Foundation
PLEASE NOTE THIS EVENT WILL NOW TAKE PLACE ONLY VIRTUALLY ON ZOOM
If you already regsitered you will receive Zoom information in advnace of the meeting.
About the Speakers
Matthew R. Elkin is a Partner in the BakerHostetler Washington, DC office. He focuses his practice on advising tax-exempt organizations and other businesses and high net worth families with their charitable and social goals, placing a special emphasis on transactional matters that include charitable investment funds, social enterprises, impact investing and endowment investment programs and policies. His extensive experience with and practical approach to corporate transactions and governance matters are valuable assets to the clients he represents, which include private foundations, trade associations, healthcare organizations, colleges and universities and international development organizations. Matt regularly advises these organizations on the formation of investment funds by both nonprofit and for-profit sponsors, the acquisition and disposition of program-, mission- and impact-related and other investments, joint ventures, sponsored research, mergers and acquisitions, and financing and licensing arrangements. He also counsels boards of directors on fiduciary duties, conflicts of interest, risk oversight, board and committee structures, affiliated entities, internal investigations, board evaluation processes, executive compensation and compliance with other regulatory and governance best practices. In addition, Matt shares his knowledge with students as an Adjunct Clinical Assistant Professor of Law at the University of Michigan Law School International Transactions Clinic.
Alexander R. Reid is a Partner in the BakerHostetler Washington, DC office. He has practiced tax law for nearly 20 years and has a broad-based tax practice that includes tax controversy, tax planning and tax transactional matters. He represents taxpayers of all types under audit and at IRS Appeals, and counsels taxpayers seeking administrative guidance from the Internal Revenue Service and United States Department of the Treasury. He also provides advice to clients under investigation and advice regarding legislative tax matters being considered by Congress. Alex also serves as national Team Leader of BakerHostetler’s Tax-Exempt Organizations and Charitable Giving Team. In that role, he works with numerous types of tax-exempt organizations, including colleges and universities, charities, foundations, museums and other non-profits and provides advice regarding planning, structuring, governance, investigations, tax compliance and transactional matters. Alex previously served as legislation counsel to the Joint Committee on Taxation, United States Congress, and as a Fellow at the Office of Tax Policy, United States Department of Treasury.
Jessica E. Morgan │ Tax Club of Cleveland 2021-2022 Program Chair
Michael H. Novak │ EPC Cleveland 2021-2022 Program Chair
Continuing Education – Tax Club of Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders. There will also be CLE available to Ohio attorneys. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements.
Reservation Policy – All attendees are encouraged to register in advance and walk-in reservations will be accepted on a space-available basis only. The meeting cost is free for members (of EPC or Tax Club) when paid in advance before noon 05/09/22 and $15 for guests.
This event is sponsored by: