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Jack Owen
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Firm Announcement June 11, 2024

Jack Owen and Mike Dutkovich are pleased to announce that they are joining Sherrard, German & Kelly, P.C. (“SGK”), effective July 1, 2024.  Jack and Mike will continue to focus their practices on nonprofit organizations, tax, business and estates and trusts and, leverage SGK’s resources to service their clients across an array of new disciplines. Read More

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Firm Announcement May 1, 2024

Susan Ott is pleased to announce that she is forming a new law firm called Susan Alexander Ott Law LLC, effective July 1, 2024. Susan will continue to focus her practice on nonprofit/tax-exempt organizations, healthcare, business and estates and trusts. Owen Law Group, LLC wishes the best to Susan as she begins her new venture Read More

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Jack Owen, Esq. discusses City of Pittsburgh challenges to tax-exempt real estate in the Pittsburgh Post-Gazette

Pittsburgh’s challenges of tax-exempt status unlikely to be successful, experts say.  When Pittsburgh Mayor Ed Gainey recently announced the city would challenge the tax exempt status of more than 100 parcels of land, it was branded as a way to get the largest local nonprofit organizations to “pay their fair share.” But actually getting those Read More

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Jack Owen’s Tax-Exempt Alert JANUARY 2024

At the January 2024, Pittsburgh Planned Giving Council (“PPGC”) meeting, I discussed some updates affecting nonprofit charitable organizations. The updates affecting nonprofit charitable organizations are as follows: On December 22, 2023, the IRS issued Private Letter Ruling 202351014 about an organization operated to bring the community together for entertainment purposes.  In this ruling, an annual Read More

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Jack Owen’s Tax-Exempt Alert NOVEMBER 2023

2024 Changes in Annual Qualified Retirement Plan Benefit Limits The IRS recently announced the new annual qualified retirement plan benefit limits for 2024.  Set forth in the table below is a summary of the most relevant new limits for 2022 – 2024.  These lists are mainly of interest to those of you familiar with retirement Read More

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Jack Owen’s Tax Exempt Alert – March 2023

At the March 14, 2023, Pittsburgh Planned Giving Council (“PPGC”) members’ meeting, I discussed some updates mostly to Pennsylvania and local tax matters, with some federal mixed in. The updates affecting nonprofit charitable organizations are as follows: At the last PPGC meeting on January 10, 2023, we discussed the significant SECURE 2.0 changes as part Read More

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PA Updates to Nonprofit Corporation Law

Navigating changes to Pennsylvania’s Nonprofit Corporation Law Nonprofit organizations should be aware Pennsylvania recently made numerous changes to the Pennsylvania Nonprofit Corporation Law (“NPCL”). While most changes became effective January 3, 2023, additional changes take effect in later years. Changes affect filing requirements, reinstatement for dissolved entities and fiduciary duty standards as well as other Read More

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Jack Owen’s Tax-Exempt Alert February 2023

Property Tax Developments in Pittsburgh and Allegheny County Over the years, there have been numerous challenges to the tax-exempt status of real estate owned by Pennsylvania tax-exempt charities. This trend continues, especially in the City of Pittsburgh which has recently stated that the City will audit tax-exempt properties on a parcel-by-parcel basis. In late January, Read More

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Jack Owen’s Tax-Exempt Alert WINTER 2023

At a recent meeting of our local planned giving council, I discussed some year end surprises in new legislation commonly known as “SECURE 2.0”, a part of the Consolidated Appropriations Act of 2023 (“CAA”). While many CAA provisions affect retirement plans, a few affect charitable giving. This legislation was signed into law by President Biden Read More

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Jack Owen’s Tax-Exempt Alert NOVEMBER 2022

The IRS recently announced the new annual qualified retirement plan benefit limits for 2023. Set forth in the table below is a summary of the most relevant new limits for 2021 – 2023. These lists are mainly of interest to those of you familiar with retirement plans. If you do not understand the types of Read More

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