The 2017 Tax Cuts and Jobs Act (TCJA) brought the greatest changes to the tax code in the last 30 years, including some significant challenges impacting exempt organizations.

Please join NY Funders Alliance member organization, Harter Secrest & Emery LLP, for a one-hour webinar covering the following topics:

• Impact of tax reform on charitable giving
• New taxes on fringe benefits
• New rules limiting use of unrelated business losses
• New taxes on high earning employees of non-profits
• New excise tax on college and university endowments
• New rules affecting international investments by non-profits
• Other impacts of tax reform on non-profits

Register Now

Speaker

Joshua E. Gewolb, Partner

Josh Gewolb is a tax lawyer who brings a personal and practical approach to his representation of for-profit and not-for-profit clients.

Josh began his career as a traditional federal tax lawyer. Starting at Debevoise & Plimpton, LLP and continuing at Harter Secrest & Emery LLP, he provides advice to clients from small start-up enterprises to large publicly traded corporations about a full range of tax matters. He combines the intellectual background associated with a large traditional tax practice and the practical problem-solving approach required for smaller enterprises. Josh also looks at tax through the lens of state tax planning and has experience guiding clients through the unique issues presented in this area. He helps clients resolve audits/controversies as quickly and efficiently as possible, and this experience informs his transactional practice. Josh is deeply engaged in current events in taxation. He authors a column on tax matters and participates frequently in bar association reports.

Josh counsels organizations ranging from small startup enterprises to large national foundations on complex tax and not-for-profit law issues. His experience at the intersection of tax and not-for-profit law enables him to provide counsel on the unique issues presented by mergers and acquisitions involving not-for-profit organizations. Josh has a special expertise in the area of private foundations and serves a number of corporate and family foundations nationwide. He develops close relationships with his not-for-profit clients and many think of him as not just a lawyer but as a full member of the team helping to enhance their mission.

Moderator

Joseph G. Casion, Partner

In his primary role as general counsel to regional businesses and non-profit organizations, Joe is recognized as a true listener and a valued part of the leadership teams of his clients. For more than 20 years, he has worked closely with clients by first understanding their goals and then helping them to quickly and creatively overcome any obstacles to achieve success.

Joe provides general corporate counsel to a wide variety of clients. He has extensive experience with all aspects of initial corporate formations, transactions, joint ventures, mergers, consolidations, acquisitions, and reorganizations. In addition, he advises clients on technical requirements for compliance with federal and state tax regulations.

Besides serving as a trusted advisor, Joe is equally passionate about his work in the community, demonstrated by the numerous charitable organizations with which he volunteers his time.