Jack Owen speaks at Pennsylvania Bar Institute about the popular IRS Charitable Rollover and The Secure Act 2.0 changes.

When:Tuesday May 14, 2024, 11:25 AM – 12:25 PM

Registration: Click Here

Course Description:

The 2024 Nonprofit Institute is a one-day, two-track virtual event that will provide the most up-to-date information and developments affecting the nonprofit law sector.

Sessions will cover:

• Unique issues impacting nonprofit and tax-exempt organizations (both state and federal)
• Case law update
• Methods of charitable giving
• Pennsylvania tax credit incentives for charitable giving
• Lobbying and advocacy compliance rules
• Issues impacting nonprofit affiliations and fiscal sponsorships
• Potential new scholarship guidelines

Bayer Center for Nonprofit Management
Nonprofit/Tax-Exempt Status: Keeping Things Legal: a Webinar

When: February 1, 2024 from 10:00 a.m. though 11:30 a.m.

Registration: Click Here

Course Description:
Susan Ott, Esq. of the Owen Law Group will be teaching the above course. Boards and Managers of Nonprofit/Tax-Exempt Organizations have unique responsibilities and opportunities, largely dependent on corporate structure and the laws governing that structure. Such organizations “just want to do good” and can do the most good with a compliant legal base. The audience will learn the about the differences between and the ties that bind a nonprofit and a tax-exempt organization and will explore related legal matters. Topics to be discussed include those that are common to most nonprofit/tax-exempts, including reporting responsibilities, fiduciary duties, sales and property tax exemptions, charitable fundraising registrations, etc. Sample factors for a typical legal check-up aimed at compliance will be discussed.

Common Misperceptions About Planned Giving Programs

When: July 18, 2023, 9:30 a.m. to 11:30 a.m. Rivers Club

Registration: Click Here

Have you wanted to start a planned giving program, but been discouraged or intimidated by a lack of resources, planned giving expertise or time? In this interactive session, Jack Owen, Esquire and Kara D. Mostowy, CFRE, GPC will dispel common myths about planned giving programs. You’ll leave this session with a methodology to develop a scalable planned giving program.

So, You Want to Form a 501(c)(3) Tax-Exempt Organization?

When: Thursday, July 27, 2023, Noon-1PM

Registration: Click Here

Presented by Michael Dutkovich, Esq. (L’00), attorney at Owen Law Group, LLC. This course will provide a brief overview on seeking a determination to be a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. Topics include what to consider on structure and mission of the organization and how to navigate through the application process.