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Global Philanthropy and Tax-Exempt Organizations

GLOBAL PHILANTHROPY AND TAX-EXEMPT ORGANIZATIONS

Cost $12.50
Presentation Length 1.0 hour

Recorded DateApril 6, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The need for philanthropy has no borders. However, “doing good” globally comes with different requirements and best practices. This presentation will focus on select legal and tax considerations for charitable contributions and grant-making across the U.S. border. 

Learning Objectives:


  • Recognize the role of private foundations and public charities in foreign philanthropy

  • Summarize the IRS requirement for expenditure responsibility in global philanthropy

  • Identify what is involved in equivalency determination (ED)

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Cory Halliburton serves as general counsel and business adviser to a nationwide nonprofit / tax-exempt client base, as well as for multi-state professional service companies. He is a results-oriented attorney, with executive-level strategy and an understanding of the intersection of law and business judgment. With a practical upbringing, he pushes for process-driven results in internal governance, strategy and compliance with employment law, and complex or unique contracts and business relationships.
    
He dedicated the first ten years of his practice to mainly commercial litigation matters in West Texas and the Dallas-Fort Worth Metroplex. During that experience, Mr. Halliburton transitioned his practice to a more general counsel role, with an emphasis on nonprofit and tax-exempt organizations, advising those organizations through formation, dissolution, litigation, governance, leadership succession, employment law, contracts, intellectual property, tax exemption issues, policy creation, mergers and other. He has served as borrower’s counsel for tax-exempt bond and loan transactions near $100 million aggregate; some with complex pre-issue construction, debt payoff, and other debt financing challenges.

Mr. Halliburton also serves as an outside legal and business advisor for executive professionals in multi-state engineering firms, with a focus on drafting and counsel on significant service agreements, employment law matters, and the protection of trade secrets.
 

About Our Presenter

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Freeman Law is a tax, white-collar, and litigation boutique law firm based in the Dallas-Fort Worth Metroplex with clients throughout the world. Founded by a dual-credentialed attorney-CPA and law professor, Freeman Law offers unique and valued counsel, insight, knowledge, and experience. We represent individuals and businesses of all sizes, from companies on the Fortune 100 fastest-growing companies list to family-owned businesses. With a background in complex tax planning and litigation, white-collar criminal and civil disputes, and sophisticated civil litigation, Freeman Law is where clients turn when the stakes are high and the issues are complex.