Proskauer’s 29th Annual Trick or Treat Seminar was held virtually on Thursday, October 31 and discussed timely topics and best practices specifically tailored to the not-for-profit community.

The seminar discussed:

  • The Current Landscape of Popular Charitable Giving Tax Strategies for 2024 and Beyond
  • Proskauer’s 26th Annual Trick or Treat Seminar was held virtually on Friday, October 29th and discussed timely topics and best practices specifically tailored to the not-for-profit community.

    The seminar discussed:

    • Workplace challenges: Mandatory vaccinations, HERO act and other considerations
    • Tax proposals impacting nonprofit organizations
    • Employee benefits update

    Amanda Nussbaum welcomed everyone and introduced the presenters.

    Proskauer’s 24th Annual Trick or Treat Seminar was held on Wednesday, October 31 and discussed timely topics and best practices specifically tailored to the not-for-profit community.

    The seminar discussed:

    • Protect Yourself: A Practical Guide to Strategic Risk Management and Insurance
    • How to Solicit a Donor in Fifteen Minutes: The

    Proskauer’s 23rd Annual Trick or Treat Seminar was held on Wednesday, October 31.

    The Seminar discussed:

    • Sexual Harassment in the #MeToo Era
    • Taxing Times for Tax-Exempt Organizations: The Impact of Tax Reform on Executive Compensation and Employee Benefits for Tax Exempt Organizations
    • Recent, Spooky Tax Changes Affecting the UBTI

    On April 6, 2016, the Department of Labor under the Obama administration issued a new final rule and exemptions addressing when a person providing investment advice with respect to an employee benefit plan or individual retirement account is considered to be a “fiduciary” under the Employee Retirement Income Security Act of 1974 (“ERISA”) and the Internal Revenue Code.  The fiduciary rule aimed to reduce the allegedly conflicted investment advice given to retirement savers, and was scheduled to become applicable on April 10, 2017.  See our client alert here outlining the significance of the rule and the implications of the expanded definition of “fiduciary” for investment advisors and other related service providers.