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Wednesday, May 23 • 3:00pm - 4:00pm
Breakout: A Roadmap To Navigate UBIT And Legal Considerations

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Nonprofits and their corporate partners are entering into increasingly complex and creative multi-layered relationships. Perlman & Perlman’s Karen Wu and Raffa’s Frank Smith will arm you with the tax and legal rules of the road so you can successfully navigate the partnership development process while minimizing unanticipated legal and tax consequences.

Speakers
avatar for Frank Smith

Frank Smith

Partner, Raffa
Frank is a Partner with Raffa and has more than 25 years of experience working with tax-exempt organizations and is considered a subject matter expert in analyzing complex transactions engaged in by all types of exempt organizations.Since joining Raffa in 2002, Frank has managed Raffa’s... Read More →
avatar for Karen Wu

Karen Wu

Partner, Perlman & Perlman, LLP
Karen I. Wu is a partner at Perlman & Perlman, LLP, a nationally recognized law firm based in New York City serving the philanthropic and social enterprise sector. Karen advises nonprofit organizations as well as for-profit businesses on emerging issues involving cause marketing and... Read More →


Wednesday May 23, 2018 3:00pm - 4:00pm CDT
Jackson