Tax-Exemption Under Scrutiny: Protecting Charitable Organizations & Preparing for Challenges to Exempt Status

Private Wealth Services attorney Cara Santoro will present on a Boston Bar Association webinar focused on the increased scrutiny facing charitable organizations and the challenges to maintaining tax-exempt status. The session will explore the current landscape for nonprofits, including the process for responding to tax exemption challenges from an IRS audit through potential litigation. Ms. Santoro, alongside other panelists, will also discuss governance and operational best practices to help charities prepare for possible challenges, as well as the risks and benefits of adjusting programs and communications in response to the current climate and new grant funding restrictions and certifications. Attendees will gain insight into how the IRS is approaching tax-exempt organizations, tax controversy and tax litigation, along with strategies for defending tax-exempt status.