Best Farella Braun Martel Llp Podcasts (2024)

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083: Nonprofit Quick Tip: State Filings in Oklahoma and Texas 23:13

9h ago23:13

23:13

Welcome to EO Radio Show - Your Nonprofit Legal Resource. This is the 12th in a series of “Quick Tip” episodes focusing on the details of state registration of nonprofit corporations. In previous episodes, we addressed filing in Delaware and California, which are the most frequently used by our clients, most of whom have a connection with Californi…

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082: Advice for Nonprofit Investment Committees From an Investment Advisor 31:38

4d ago31:38

31:38

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In episode 82, we revisit the duties of directors in managing investment assets. Joining Cynthia Rowland today is Jennifer Nelson, Senior Wealth Manager with BNY Mellon. She offers practical advice for directors serving on the investment committee, best practices for developing an investment…

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081: REFRESH: Loot and Private Foundation Rules - Part 2 25:04

24d ago25:04

25:04

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In this episode, I refresh EO Radio Show episode 22, the second of our two episodes exploring private foundation rules using commentary on the comic Apple TV+ series Loot, starring Maya Rudolph. In the second of our two original episodes exploring season one of Loot, my partner Hons Yung and…

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080: REFRESH: Loot and Private Foundation Rules - Part 1 25:36

28d ago25:36

25:36

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In this episode, I'm happy to refresh EO Radio Show episode 21, the first of our two episodes exploring private foundation rules using the Apple TV+ series Loot, starring Maya Rudolph. Season two of Loot was released early in April 2024, and we plan to revisit the Wells Foundation and privat…

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079: IRS Dirty Dozen Warnings on Charitable Scams 12:50

1M ago12:50

12:50

Welcome to EO Radio Show—Your Nonprofit Legal Resource. In this episode, Cynthia Rowland highlights some tax schemes designed to exploit both taxpayers and the Treasury. The Internal Revenue Service just wrapped up the 2024 Dirty Dozen campaign with a warning to taxpayers about several schemes, many of which purport to benefit charitable purposes. …

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078: Nonprofit Quick Tip: State Filings in Kentucky and Tennessee 17:05

1M ago17:05

17:05

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 78 is the 11th in a series of Quick Tip episodes focusing on the details of state registration of nonprofit corporations. With Joe Hilliard's help today, we examine the basic state filing requirements for nonprofit corporations operating in Kentucky and Tennessee. Previous episodes a…

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077: California Regulation of Charitable Fundraising Platforms Part 2: Reporting Due Diligence Recordkeeping and Disclosure Rules 23:57

2M ago23:57

23:57

Welcome to EO Radio Show - Your Nonprofit Legal Resource. This episode covers the provisions of California’s Charitable Fundraising Platforms law (Gov. Code, § 12599.9) relevant to all covered charitable fundraisers and fundraising platforms soliciting in California. Although this is a California law, it is of nationwide interest. The California At…

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076: California Regulation of Charitable Fundraising Platforms - Part I Definitions 15:34

2M ago15:34

15:34

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In episode 76, I introduce the provisions of California's Charitable Fundraising Platforms law (Gov. Code, § 12599.9). These rules are relevant to all covered charitable fundraisers and fundraising platforms that are soliciting in California, so although this is a California law, it is of na…

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075: Nonprofit Quick Tip: State Filings in North Carolina and South Carolina 17:31

3M ago17:31

17:31

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 75 is the tenth in a series of Quick Tip episodes focusing on the details of state registration of nonprofit corporations. With the help of Joe Hilliard, today we move south to look at the basic state filing requirements for nonprofit corporations operating in North Carolina and Sout…

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074: Employment Law Update for Nonprofits With Holly Sutton 20:58

3M ago20:58

20:58

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Charities, foundations, and their founders often request help addressing employment practices and compliance questions. In this episode, host Cynthia Rowland is joined by Holly Sutton, the chair of Farella’s employment law practice and first-rate resource for complicated employment issues fo…

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073: Nonprofit Basics: Unpacking Prudent Investments, PRIs, and MRIs 23:26

3M ago23:26

23:26

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 73 discusses frequently used terms in the nonprofit world pertaining to investment activities. Public charity and private foundation directors and officers need to understand their obligations as fiduciaries when determining whether an investment opportunity meets the criteria for a …

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072: Nonprofit Quick Tip: State Filings in Florida and Louisiana 19:35

3M ago19:35

19:35

Welcome to EO Radio Show - Your Nonprofit Legal Resource. This is the ninth in a series of “Quick Tip” episodes focusing on the details of state registration of nonprofit corporations. In previous episodes, we talked about filing in Delaware and California, which are the most frequently used by our clients - most of whom have a connection with Cali…

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071: Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary 30:11

4M ago30:11

30:11

Welcome to EO Radio Show - Your Nonprofit Legal Resource. This week, I am delighted to have Stephanie Hood return as my guest. Stephanie is my colleague at Farella Braun + Martel, and a key member of our top-notch estate planning practice and private client industry group. Our clients often come to us with a request to help them think about funding…

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070: Nonprofit Basics: Scholarship Grant Program IRS Approval Requirements 19:30

4M ago19:30

19:30

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Today’s episode focuses on IRC Section 4945(g), which provides an exception for grants to individuals so that the penalty taxes for such grants won’t apply. We cover the requirements for a private foundation to establish a program that makes grants to individuals, awarded on an objective and…

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069: Quick Tip: State Filings in Rhode Island and New Hampshire 19:29

4M ago19:29

19:29

Welcome to EO Radio Show - Your Nonprofit Legal Resource. This is the eighth in a series of “Quick Tip” episodes focusing on the details of state registration of nonprofit corporations. With the help of Joe Hilliard, Senior Paralegal at Farella Braun + Martel, today we look at the basic state filing requirements for nonprofit corporations operating…

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068: REFRESH Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities - Private Foundation Advocacy 20:02

5M ago20:02

20:02

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Here we are, solidly in the 2024 election year, and that means that private foundations need to refresh their understanding of election year issues for organizations that want to remain exempt under Internal Revenue Code Section 501(c)(3) and avoid the onerous private foundation excise taxes…

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067: REFRESH Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities - Legislative Lobbying and Advocacy Rules for Public Charities 15:00

5M ago15:00

15:00

Welcome to EO Radio Show - Your Nonprofit Legal Resource. As most listeners are undoubtedly aware, 2024 is an election year, and that means that charities and private foundations need to refresh their understanding of election-year issues for organizations that want to remain exempt under Internal Revenue Code Section 501(c)(3). This week’s episode…

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066: REFRESH Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities - Candidate Campaign Intervention 20:17

5M ago20:17

20:17

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I’m Cynthia Rowland, and this is episode 66 of EO Radio Show. Happy New Year to all of you! As most listeners are undoubtedly aware, 2024 is an election year, and that means that charities and private foundations need to refresh their understanding of election-year issues for organizations t…

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065: The New Proposed Regulations on DAFs Taxable Distributions and the Penalty Tax 18:53

6M ago18:53

18:53

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In today's episode, the final episode on the new DAF regulations, we take a close look at the new Proposed Regulations 53.4966-2 and -5, which cover the definition of taxable distributions from donor advised funds and the onerous penalty taxes that can apply. When a fund is a DAF, and a dist…

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064: Exceptions to the DAF Definition Under the Proposed Regulations 21:32

6M ago21:32

21:32

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 64 continues the exploration of the new proposed regulations important to the administration of Donor Advised Funds. The Internal Revenue Service and the Treasury Department published a Notice of proposed rulemaking on November 13, 2023, which was officially published in the Federal …

1
063: New Proposed Regulations Defining Donor Advised Fund Terms 22:30

6M ago22:30

22:30

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 63 explores new proposed regulations important to the administration of Donor Advised Funds (DAFs). The Internal Revenue Service and the Treasury Department published a Notice of proposed rulemaking on November 13, 2023, which was officially published in the Federal Register on Novem…

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062: An Introduction to DAFs and Overview of the Newly Proposed DAF Regulations 20:33

7M ago20:33

20:33

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I’m Cynthia Rowland, and episode 62 describes new proposed regulations important to the administration of donor advised funds. The Internal Revenue Service and the Treasury Department published a Notice of proposed rulemaking on November 13, 2023, officially published in the Federal Register…

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061: In the Weeds With New Supporting Organization Regulations 21:46

7M ago21:46

21:46

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and today’s episode discusses highly technical Supporting Organization rules for public charity qualifications for charitable organizations. Last year, episodes 23 and 24 of EO Radio Show covered the complex rules that describe supporting organizations, which are a speci…

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060: Refresh: Setting up a New Charity for Disaster Relief 17:07

7M ago17:07

17:07

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is episode 60 of EO Radio Show. This week's episode is a refresh of episode 10, first recorded on July 3, 2022. Episode 10 provided a checklist of considerations for nonprofit leaders when organizing a new charity to provide relief to individuals and businesses …

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059: Nonprofit Quick Tip: State Filings in Maine and Vermont 16:08

8M ago16:08

16:08

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and episode 59 is the seventh in a series of Quick Tip episodes focusing on the details of state registration of nonprofit corporations. In episode 38, we talked about filing in Delaware and California, which are the most frequently used by our clients - most of whom hav…

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058: Nonprofit Basics: What Nonprofits Need To Know About Expenditure Responsibility Grant Requirements 18:32

8M ago18:32

18:32

Welcome to EO Radio Show – Your Nonprofit Legal Resource. Today, I'm talking about the meaning of expenditure responsibility or ER grants made by private foundations. The term expenditure responsibility refers to the rules that a private grant-making foundation follows to avoid the onerous penalty tax on a grant or transaction that would otherwise …

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057: What Nonprofit Leaders Need To Know About the Corporate Transparency Act 29:57

8M ago29:57

29:57

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and today on EO Radio Show, we are discussing a new law that will have implications for many nonprofit organizations, especially those with complex corporate structures involving business enterprises with outside for-profit investors. In order to establish a sweeping and…

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056: What Nonprofit Board Leadership Needs To Know About Internal Investigations 21:10

9M ago21:10

21:10

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and today we'll cover an important governance topic for all nonprofit organizations. That is, what leadership needs to know about internal investigations. I'm delighted to have Farella partner Aviva Gilbert with me today to answer a few frequently asked questions about i…

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055: Nonprofit Quick Tip: State Filings in Massachusetts and Connecticut 19:51

9M ago19:51

19:51

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and episode 55 is the sixth in a series of "Quick Tip" episodes focusing on the details of state registration of nonprofit corporations. In previous episodes, we talked about a number of states. If you want to go back and look at them, episode 38 was Delaware and Califor…

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054: Nonprofit Tenants and Lease Agreements: Best Practices and Pitfalls to Avoid 48:29

9M ago48:29

48:29

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and today, we are again lucky to have Farella real estate partner Quinn Arntsen with us to talk about leasing issues for nonprofit tenants. In the previous episode, we discussed the major components of a term sheet. Today, we'll dive deeper into the lease agreement, incl…

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053: Real Estate Leasing Tips for Nonprofits 38:17

9M ago38:17

38:17

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and today, we are lucky to have Farella partner Quinn Arntsen with us to talk about leasing issues for nonprofit tenants. Leasing real property is a big commitment. And it can be daunting for nonprofit executives who haven't been through the process a few times, especial…

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052: Nonprofit Quick Tip: Registration in New York and New Jersey 26:26

10M ago26:26

26:26

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is the fifth in a series of quick tip episodes focusing on the details of state registration of nonprofit corporations. With the help of Joe Hilliard, today, we jump across the country to look at the basic state filing requirements for nonprofit corporations ope…

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051: Nonprofit Basics: How To Withdraw a Foreign Charity From California Registration 11:36

10M ago11:36

11:36

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and in today's episode, I'll touch on the steps necessary to withdraw the registration from the California Registry of Charitable Trusts of a nonprofit that is a foreign corporation. In episode 49, I covered the dissolution of a domestic California nonprofit corporation …

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050: Impact of California Supreme Court Case on Director Enforcement Actions 18:54

10M ago18:54

18:54

Welcome to EO Radio Show – Your Nonprofit Legal Resource.I'm Cynthia Rowland, and today I'm going to discuss some breaking news in the California nonprofit legal environment, the California Supreme Court case, Turner vs Victoria. The decision was issued on August 3, 2023, and is an important California case on the rights of a nonprofit public benef…

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049: Nonprofit Basics: Winding up a California Charity 15:53

10M ago15:53

15:53

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and episode 49 of EO Radio Show summarizes the steps to wind up a charity that is a nonprofit corporation registered and operating in California. There are federal and state income tax considerations to address and organizational formalities, which are slightly different…

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048: Nonprofit Data and Artificial Intelligence 32:05

11M ago32:05

32:05

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and I'm happy to have my colleague Nate Garhart back for a chat about artificial intelligence and what nonprofits need to know when using or being used by AI tools. We seem to be in the midst of an explosion of conversation about AI: What it can do, who is using it, how …

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047: Nonprofit Quick Tip: State Filings in Alaska and Hawaii 22:40

11M ago22:40

22:40

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is the fourth in a series of quick tip episodes focusing on the details of state registration of nonprofit corporations. Today, with the help of Joe Hilliard, we will discuss the basic state filing requirements for nonprofit corporations operating in Alaska and …

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046: Independent Audits of Nonprofit Organizations With Douglas Cook 41:01

11M ago41:01

41:01

Welcome to EO Radio Show – Your Nonprofit Legal Resource. Many nonprofit organizations are required to have their financial statements audited by an independent certified public accountant. For example, a nonprofit charity that is required to be registered with the California Registry of Charitable Trusts and which has gross revenues of $2 million …

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004: Building a Wine Brand With Dana Sexton Vivier 25:56

11M ago25:56

25:56

Today's guest will share her experience buying, building, and developing wine businesses. Currently the chief financial officer of Far Niente Wines, which also owns the Nickel & Nickel, Bella Union, and EnRoute wine labels, she is a savvy wine businesswoman with big plans for the future. Show Notes: www.linkedin.com/in/danasextonvivier farniente.co…

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003: An Inspiring Multi-Generational Story With Olav Goelet 30:05

11M ago30:05

30:05

Today’s guest on Uncorked, with host Farella Partner Richard Van Duzer, will share the inspiring story of a renowned multi-generational Stags Leap District winery – how and where it started, what changes it’s made over the years, and where it is heading. The winery was first recognized for its Cabernet Sauvignon at the Judgment of Paris in 1976. Cu…

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045: Understanding the Form 990-PF With Guest Tracy Hom 28:43

11M ago28:43

28:43

Welcome to EO Radio Show – Your Nonprofit Legal Resource. The IRS Form 990-PF is a complicated federal information return that the Internal Revenue Code requires every private foundation to file each year. For this episode, I'm delighted to have as my guest Tracy Hom, a certified public accountant with the firm Realize CPA. Tracy will address some …

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002: Art of the Real Estate Deal With Bart Araujo 30:52

11M ago30:52

30:52

Today's guest will share his experience building luxury brands. He owned one of Napa's greatest wineries and is a master of the art of the real estate deal. We discuss building brands, buying land, and creating the ultimate luxury experience. Show Notes: www.wheelerfarmswine.com www.fbm.com/katherine-philippakis www.fbm.com/wine If you have any sug…

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001: M&A in the Wine Industry With Robert Nicholson 28:55

11M ago28:55

28:55

What's happening in the wine mergers and acquisitions market, and how did we get here? Today's guest knows more about the history of wine transactions in California than almost anyone else, and we talk about the past, present, and future of winery M&A. Show Notes: www.linkedin.com/in/robertmnicholson intlwine.com www.fbm.com/katherine-philippakis w…

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044: Charitable Bequests With Stephanie Hood 22:10

12M ago22:10

22:10

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm delighted to have as my guest Stephanie Hood, my colleague here at Farella Braun + Martel, and a member of our top-notch estate planning practice. Our charity clients often come to us with a request to help a major donor think about a special gift to the charity, and sometimes we also ge…

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043: Nonprofit Quick Tip: State Filings in Washington and Oregon 20:02

1y ago20:02

20:02

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is the third in a series of quick tip episodes focusing on the details of state registration of nonprofit corporations. In episode 38, we talked about filing in California and Delaware, which are the most frequently used by our clients - most of whom have a conn…

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042: Nonprofit Basics: Meeting Minutes Best Practices 11:01

1y ago11:01

11:01

Welcome to EO Radio Show – Your Nonprofit Legal Resource. This episode focuses on documenting decisions made at meetings of a nonprofit organization's board of directors or trustees. While everyone who attends a board meeting should keep their own notes—and those notes can follow any style and can focus on the recording person's understanding of wh…

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041: Nonprofit Basics: Federal Tax Filing Deadlines and Penalties 10:52

1y ago10:52

10:52

Welcome to EO Radio Show – Your Nonprofit Legal Resource. This episode focuses on the importance of meeting the federal tax filing deadlines that apply to charitable organizations. Most charitable organizations that are exempt from income tax are required to file a federal return on the 15th day of the fifth month after the close of their fiscal ye…

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040: Nonprofit Quick Tip: Nevada and Arizona Nonprofit Corporation Registration and Annual Filings 22:18

1y ago22:18

22:18

Welcome to EO Radio Show – Your Nonprofit Legal Resource. This episode is the second in our series of quick tip episodes starting with the details of state registrations of nonprofit corporations. In episode 38, we talked about filing in Delaware and California, which are the most frequently used by our clients—most of whom have a connection with C…

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039: Hot Topic: Key Issues for Nonprofit Creditors Dealing With Distressed Businesses 26:59

1y ago26:59

26:59

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In this episode, we cover important issues for nonprofits dealing with distressed businesses, such as their landlords or tenants, other kinds of contract counterparties, and, recently, banking institutions or financial institutions. We’ll talk a little about warning signs to watch for, some …

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038: Nonprofit Quick Tips: Secretary of State Filings in California and Delaware 30:56

1y ago30:56

30:56

Welcome to EO Radio Show – Your Nonprofit Legal Resource. This week, we launch a series of quick tip episodes, starting with the details of state registration of nonprofit corporations. With the help of our crackerjack paralegal, Joe Hilliard, we tackle the basic filing mechanics for nonprofit corporations starting with Delaware and California toda…

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