March 4 - 5, 2021
12:10 pm - 1:10 pm

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Annual Exempt Organizations Update & Meeting

The 2021 Annual Exempt Organizations Update & Meeting, presented by TEGE Exempt Organizations Council, DC Bar Continuing Legal Education and GWSCPA, brings together current and former IRS and government regulators and private practitioners in the legal and accounting industries to discuss the latest statutory, regulatory and judicial developments impacting tax exempt organizations.

GRF Partner and Director of Nonprofit Tax, Richard J. Locastro, CPA, JD will serve as a featured speaker for the Friday afternoon session, UBIT Case Studies. Additional speakers and session descriptions are available on the event website.

View the event agenda here


Richard J. Locastro, CPA, J.D.

Partner and Director, Nonprofit Tax

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Tiffany N. Tam, Associate | Patterson, Belknap, Webb & Tyler

Tiffany N. Tam is an Associate in the Firm’s Tax department, where she advises on a broad range of partnership, corporate, tax controversy, and tax-exempt matters.  Ms. Tam regularly represents tax-exempt organizations, including public charities, private foundations, donor advised funds, supporting organizations, social welfare organizations, and other nonprofit organizations. Her practice includes advising on charitable giving, unrelated business income tax, federal and state tax exemption, investment activities, lobbying and political activities, and compliance with private foundation and other tax rules.


Brian Yacker, CPA/J.D., Managing Partner | YH Advisors

Brian has over 22 years of tax, legal, and accounting experience in the exempt organizations area. Areas of exempt organization consultation which Brian possesses expertise include public support test calculations and planning, preparation of reasonable compensation rebuttable presumption binders and Reasonable Compensation Studies, governance best practices consultation, recommendations regarding effective Bylaws, conducting of EO Governance Check-Ups, compliance with the §501(h) lobbying safe harbor, proper functional expense allocations, maximizing charity watchdog ratings, preparation of federal and state Tax Exemption Applications, conducting of unrelated business income revenue stream studies, preparing state charitable solicitation registrations and the proper internal and external reporting of special event fundraisers.