Okun to Moderate Panel on Form 990, Schedule A at TEGE Annual Exempt Organizations Update

Taft Cincinnati partner Megan Okun will moderate the panel, "An Outsider's Perspective on Form 990, Schedule A - What Might Grantmakers and the IRS Look For," at the TEGE Annual Exempt Organizations Update on July 14. During the session, Okun and fellow panelists will discuss factors grantmakers and the IRS may consider when evaluating nonprofit and charitable organizations' Form 990, Schedule A filings.

For more information or to register, click here.

Okun focuses her practice on counseling nonprofit and tax-exempt organizations and on estate planning for high net-worth families. Given her knowledge of and experience with tax law, Okun helps nonprofit and tax-exempt organizations of all shapes and sizes navigate all tax and governance aspects of their organizations and operations. Okun has extensive experience counseling large tax-exempt organizations, including colleges and universities, health systems, and company and family foundations, regarding governance, structuring, and compliance matters. Further, she guides them through the nuances of joint ventures, fundraising, endowment fund strategies, charitable and planned giving program criteria, commercial coventures, and working with donors.