2019 Fourth Avenue North
Birmingham
Alabama 35203
September 19, 2024
Navigating the Complexities of Charitable Contributions: Insights and Compliance
Presented by Wood Herren
Are you prepared to guide your clients and donors through the complexities of charitable contributions? Join us for a valuable lunch event featuring Wood Herren, a Partner at Bradley, who will share critical insights into ensuring charitable contributions qualify under federal tax laws. Through engaging real-world “war stories,” Wood will highlight the risks of disallowance during federal tax examinations and the consequences of failing to comply with substantiation and reporting requirements by both donors and donees. This session will provide practical advice on how to better prepare your clients before they make contributions, helping you navigate IRS requirements effectively and ensuring that contributions are properly documented and stand up to scrutiny.
Wood Herren is a well-respected estate attorney and Partner at Bradley, with extensive experience in corporate transactions, taxation, and exempt organizations. While his work and experience encompass more, Wood maintains an active practice with exempt organizations, representing numerous public charities, private and community foundations, non-profit hospitals and healthcare providers, trade associations, and other tax-exempt organizations. Wood has been consistently recognized by The Best Lawyers in America®, earning the title of “Lawyer of the Year” multiple times in Non-Profit/Charities Law, Economic Development Law, and Tax Law. His broad expertise and practical approach make him a trusted advisor in both the non-profit and corporate sectors.