The 1969 Tax Act and Charities: Fifty Years Later

Date and Times: 
Friday, November 1, 2019 - 8:00am to 3:00pm

Location: 
The University Club
123 University Place Ballroom B
Pittsburgh, PA 15260


The symposium, "The 1969 Tax Reform Act and Charities: Fifty Years Later,” will offer experts in the taxation of charities, and those working in the nonprofit field, the opportunity to reflect upon and discuss the impact of the changes made by the 1969 Tax Reform Act 50 years after the law’s enactment. The symposium is sponsored by the Pittsburgh Tax Review and will be held at The University Club in Ballroom B, located at 123 University Place on Pitt's campus. 

The event is free and open to the public.

Schedule: 

8-9 a.m. : Registration/continental breakfast

9- 9:15 a.m. : Introduction

Panel 1: Investing for Charity 9:15 - 10:45 a.m.

  • Ray Madoff,  The Five Percent Fig Leaf
  • Dana Brakman Reiser, Foundation Regulation in Our Age of Impact
  • Commenter: Carolyn D. Duronio, Partner, Reed Smith LLP

10:45 -11 a.m. Break

Panel 2: Origins of Private Foundation Rules and their Meaning for Today 11 a.m. – 12:30 p.m.

  • Jim Fishman,  Does the Origin of the 1969 Private Foundation Rules Suggest a Match for Current Regulatory Needs?
  • Khrista McCarden, Private Operating Foundation Reform & J. Paul Getty.
  • Commenter: Penina K. Lieber, Partner of Counsel, Dinsmore & Shohl LLP

12:30-1:30 p.m. lunch

Panel 3 Regulating Charitable Actors  1:30 -3:00 p.m.

  • Ellen P. Aprill,  The Private Foundation Excise Tax on Self Dealing:  Contours, Comparison and Character
  • Elaine Waterhouse Wilson, Is Consistency the Hobgoblin of Little Minds? Co-Investment under Section 4941
  • Commenter: Philip Hackney, Associate Professor, University of Pittsburgh School of Law

This program has been approved by the Pennsylvania Continuing Legal Education Board for four and a half (4.5) hours of substantive credit. There is a $90 fee for processing CLE credit for this event.