17th-Annual Western Conference on Tax Exempt Organizations

Western Conference on Tax Exempt Organizations

Western Conference on Tax Exempt Organizations

Loyola Law School will hold its 17th-annual Western Conference on Tax Exempt Organizations with a schedule that features panels led by some of the country’s top tax-law experts. This program will run Thursday, Nov. 21 and Friday, Nov. 22 at the Omni Los Angeles Hotel at California Plaza, and allows attendees to choose from more than 15 sessions on tax developments of critical importance to charities and other nonprofit organizations. The program features an array of prominent tax-exemption experts, including Professor Ellen Aprill, a WCTEO founder and the John E. Anderson Chair in Tax Law at Loyola Law School Los Angeles. Other panelists include officials from the U.S. Department of the Treasury and the IRS, plus a variety of prominent West Coast tax lawyers.

"The WCTEO will include discussion by government officials and practitioners on donations to limited liability companies, proposed regulations easing certain private foundation operations, investment issues, and use of alternative dispute resolution by exempt organizations," says Aprill.

Online registration is now closed. If you would like to attend the conference, please register onsite at the Omni Los Angeles Hotel at California Plaza starting Thursday, November 21 at 8:00 a.m.


Please click here to download the conference materials.


Omni Los Angeles Hotel at California Plaza
251 South Olive Street
Los Angeles, California 90012
Phone: (213) 617-3300

$710 – Early Bird Registration: now extended until Friday, November 8th at 5:00 p.m. 
$920 - Registration (after November 8, 2013)

Confirmations: Registration will be confirmed by e-mail.  The e-mail confirmation will also be your receipt.

Cancellations/Substitutions: PLEASE FAX YOUR CANCELLATION NOTICE BY 4:00 P.M. ON NOVEMBER 4 TO 213.487.1822 FOR A REFUND (LESS A $75 ADMINISTRATION FEE). No call is necessary for a substitution by another person for all or part of the conference; however, the substitute must check in at the registration table.

Conference Materials: Conference attendees will receive one set of the materials. For those who wish to purchase conference materials only or an additional set of materials, the fee is $165.

MCLE Credit:

Loyola Law School is a State Bar of California MCLE-approved provider. If requesting an attendance certificate for CPE credit or the MCLE certificate, you must sign in Daily.

Day One = 8.25 hours of MCLE credit and includes 1 hour of Legal Ethics
Day Two = 5.25hours of MCLE credit

Hotel Reservation Method: Reservations may be made, modified or canceled by individuals onlineIndividuals may also reserve rooms by calling 213.617.3300 and reference the WCTEO, Loyola Law School. Reservations must be made on or before the cutoff date - Wednesday, October 23, 2013 - before 5:00 p.m.


Conference Room Rates:

Single or Double Room Rate is $209 - plus taxes

Parking at the Hotel:

Daily parking rates:

Valet Parking Day Rate is $15.00

Overnight parking rates:

Overnight Valet Parking is $40.00 Sunday-Thursday and $20.00 Friday-Saturday, includes in/out privileges.


 Thank you to the generous support of our event sponsors:

Gold Level: Rodriguez, Horii, Choi & Cafferata LLP
Silver Level:

Davis Wright Tremaine LLP

Ernst & Young LLP
Lunch Sponsor: RBZ, LLP
Reception Sponsor: Hunton & Williams LLP


WCTEO Tentative Schedule                      

Thursday, November 21, 2013

8:30-8:35 a.m.                    Welcome

8:35-9:35 a.m.                    Washington Update
                                                               Judith Kindell, Internal Revenue Service 
                                                               Ruth Madrigal, U.S. Treasury 
                                                               Kirk M. Paxson, Internal Revenue Service

9:35-9:50 a.m.                    Break

9:50-10:50 a.m.                 Lessons on UBIT from College and University Report
                                                               Ofer Lion, Hunton & Williams LLP
                                                               Gene Takagi, NEO Law Group

10:50-11:50 a.m.               Internal Affairs Doctrine and Impact of Incorporating Outside California
                                                               Belinda Johns, California Attorney General’s Office
                                                               Elizabeth Pollman, Loyola Law School
                                                               James R. Schwartz, Manatt, Phelps & Phillips, LLP

11:50 a.m. - 1:05 p.m.     Hosted lunch – Marcus S. Owens, Caplin & Drysdale

1:05-2:05 p.m.                   Role of the Taxpayer Advocate Service and EOs
                                                               Nina Olson, Internal Revenue Service

2:05-3:05 p.m.                   Exempt Organization’s Exploitation of Intellectual Property
                                                               Jill R. Cohen, Davis Wright Tremaine LLP
                                                               Douglas M. Mancino, Hunton & Williams LLP
                                                               Stephen W. Clark, The J. Paul Getty Trust                                                           

3:05-3:20 p.m.                   Break

3:20-4:20 p.m.                   Operating Donor Advised Funds in the Absence of Regulations
                                                               William C. Choi, Rodriguez, Horii, Choi & Cafferata LLP
                                                               Ruth Madrigal, U.S. Treasury

4:20-5:20 p.m.                   Ethical Issues for Exempt Organizations
                                                               Jack Siegel, Charity Governance Consulting LLC

5:20 p.m.                             Reception, Crocker Room, Omni Los Angeles Hotel at California


Friday, November 22, 2013

8:30 – 8:35 a.m.                Welcome

8:35-9:50 a.m.                   Current Development
                                                              Bruce R. Hopkins, Polsinelli, P.C.

9:50-10:05 a.m.                 Break

Western Conference on Tax Exempt Organizations

10:05-11:15 a.m.               Break-Out Sessions

  • Form 990 Update
              Stephen Clarke, Internal Revenue Service (invited)
              Jane Searing, Clark Nuber
  •  Enforcement of pledges
              Reynolds Cafferata, Rodriguez, Horii, Choi & Cafferata LLP
              Arthur J. Ochoa, Cedars-Sinai
              J. Patrick Whaley, Musick, Peeler & Garrett LLP
  • Private Foundation Hot Topics 
              Jody Blazek, Blazek & Vetterling LLP

11:15 a.m. -12:15 p.m.    The Once and Future Charitable Contribution Deduction
                                                             Reynolds Cafferata, Rodriguez, Horii, Choi & Cafferata LLP

12:15 - 1:15 p.m.               Exempt Organization Audit Update
                                                             Douglas M. Mancino, Hunton & Williams LLP
                                                             Mark A. Weiner, Internal Revenue Service

1:15-2:30 p.m.                   Lunch with State Bar Exempt Organizations Committee

2:30-3:30 p.m.                   Panel of Experts
                                                             Jody Blazek, Blazek & Vetterling LLP
                                                             Bruce R. Hopkins, Polsinelli, P.C.
                                                             Douglas M. Mancino, Hunton & Williams LLP
                                                             LaVerne Woods, Davis Wright Tremaine LLP       


 Panelists and times subject to change