Alexander Reid has practiced tax law for nearly 20 years and has a broadbased tax practice that includes tax controversy, tax planning and tax transactional matters. He previously served as legislation counsel to the Joint Committee on Taxation, United States Congress, and as a Fellow at the Office of Tax Policy, United States Department of Treasury. Alex represents taxpayers of all types under audit and at IRS Appeals, and counsels taxpayers seeking administrative guidance from the Internal Revenue Service and United States Department of the Treasury. He also provides advice to clients under investigation and advice regarding legislative tax matters being considered by Congress.
Alex also serves as national Team Leader of BakerHostetler’s Tax Exempt Organizations and Charitable Giving Team. In that role, Alex works with numerous types of tax-exempt organizations, including colleges and universities, charities, foundations, museums and other non-profits and provides advice regarding planning, structuring, governance, investigations, tax compliance and transactional matters.
This presentation will cover the good, the bad, and the ugly of recent legislative, regulatory, and judicial developments affecting exempt organizations. Attendees will learn about recent notable trends in the sector, including disclosure of donors to state regulators, new investment vehicles, donor advised funds, tax reform, and much more.