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• October 20 - EO Roundtable Meeting

  • When
    10/20/2026
  •  
    2:00 PM - 3:00 PM
  • Location
    Video Conference

  Register

  Date: October 20, 2026

  Title: Exempt Organizations Roundtable

  Format: via Video Conference. The Interactive Online Meeting will be available for dial-in for individuals. A meeting link will be sent 1-2 days prior to the program.

  Exempt Organization Roundtable (EORT):  The TEGE EO Council hosts the Exempt Organization Roundtable (EORT) on the second to last Tuesday of each month at 11:00 AM PT / 2:00 PM ET. This roundtable is a dedicated forum for CPAs and attorney practitioners to discuss federal tax topics that impact tax-exempt organizations.

  Meeting Focus: The EORT provides an opportunity for professionals to engage in meaningful discussions on a variety of issues, including:

  • Working Group Updates
  • Successes and Challenges working with the IRS:
  • Determinations
  • Exams
  • Compliance
  • Notices
  • Business Master File
  • Emerging Topics: Exploring new and evolving issues that may arise each month.

  Participation: These roundtable sessions are designed to foster collaboration and knowledge sharing among practitioners. Attendees can expect to gain insights from peers, discuss challenges, and stay informed about the latest federal tax developments for tax-exempt organizations.

  Call for Agenda Suggestions: The EORT leaders (Chris Anderson and Lori Rothe Yokobosky) welcome agenda suggestions. CLICK HERE to make recommendations.

  **This event is meant for members only of the EO Council and requires you to opt-in to receive the information. If you have not joined the Roundtable mailing list, please do so by following the instructions below.

  1. Log in to the EO Council website at https://www.eocouncil.org as a member.
  2. Click on the Logged-In Member Icon Button at the homepage's top right.
  3. Select "View Profile" from the dropdown menu.
  4. Click the "Edit Profile" button on your profile page.
  5. As you scroll down, please click the box asking if you are interested in the EORT meetings.
  6. Don't forget to click the "Save" button at the bottom to save your profile updates.

  We encourage you to take a moment to update your profile as soon as possible. This will help you tailor your experience and ensure that you're actively involved in the areas of the Council that matter most to you. 

  If you have any questions, please contact us at admin@eocouncil.org.

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• October 27- Group Therapy for Group-ruling Holders

  • When
    10/27/2026
  •  
    3:00 PM - 4:00 PM
  • Location
    Video Conference

  Register

  Date: October 27, 2026

  Title: Group Therapy for Group-ruling Holders 

  Format: via Video Conference. The Interactive Online Meeting will be available for dial-in for individuals. A meeting link will be sent 1-2 days prior to the program.

  Group Therapy for Group-ruling Holders:  The TEGE EO Council hosts Group Therapy for Group-ruling Holders approximately every other month.  Typically, meetings are one hour on the last Tuesday of the month at 3 p.m. EST, although some meetings shift based on holidays or other conflicts.

  Meeting Focus: This group provides an opportunity to collaborate, share information, identify problems and troubleshoot solutions related to issues encountered by central and subordinate organizations under a group ruling exemption from the IRS.  The group is tailored to accountants, attorneys, and other professionals who encounter these exemptions whether assisting central or subordinate organizations or working with them as donors/grantors.  Experienced and new practitioners in this area are welcome.  If there is a particular topic or agenda item you would like considered, please e-mail jgniady@stradley.com.

  If you have any questions, please contact us at admin@eocouncil.org.

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• November 20, 2026 - TEGE Exempt Organizations Update

  • When
    11/20/2026
  •  
    10:00 AM - 5:00 PM
  • Location
    Webinar

  Register

  Date: November 20, 2026

  Title: Exempt Organizations Update

  Format: via Webinar

  Presented by the TEGE Exempt Organizations Council, in cooperation with D.C. Bar Continuing Legal Education and The Greater Washington Society of CPAs
  

  Program Agenda: Click Here

  CE: NASBA CPE anticipated; CLE anticipated in 48 states; EA credit anticipated.

  Format: The webinar will be available for dial-in for individuals. A webinar link will be sent 1-2 days prior to the program.

  Payment/Refund Policies:

  • Sorry, no refunds on registration and no registration without timely payment.
  • Payment errors requiring reversal of charges will incur a $25 cancellation fee.
  • For ease of administration, we encourage payment by credit card. If you must pay by check, please contact jschragg@newtongrangellc.com. 

  Questions? Please contact the following with questions:

  • Registration/Miscellaneous Questions - admin@eocouncil.org
  • Payment - Jeff Schragg at jschragg@newtongrangellc.com
  • CPE Credit (CPAs) - Welansa Mekonnen at wmekonnen@gwscpa.org
  • CLE Credit (Attorneys) - DC Bar at MCLE@dcbar.org

  Call for Questions: The TIC-TAQ Forum Co-Chairs (Jennifer Becker-Harris and Preston Quesenberry) will provide questions will provide questions in advance to our speakers. All questions for this program are due no later than October 12, 2026. In preparation for this and future programs, we encourage you to submit questions and comments for our government speakers at https://www.eocouncil.org/question-submission.html.

  
  

  
  

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• December 15- Group Therapy for Group-ruling Holders

  • When
    12/15/2026
  •  
    3:00 PM - 4:00 PM
  • Location
    Video Conference

  Register

  Date: December 15, 2026

  Title: Group Therapy for Group-ruling Holders 

  Format: via Video Conference. The Interactive Online Meeting will be available for dial-in for individuals. A meeting link will be sent 1-2 days prior to the program.

  Group Therapy for Group-ruling Holders:  The TEGE EO Council hosts Group Therapy for Group-ruling Holders approximately every other month.  Typically, meetings are one hour on the last Tuesday of the month at 3 p.m. EST, although some meetings shift based on holidays or other conflicts.

  Meeting Focus: This group provides an opportunity to collaborate, share information, identify problems and troubleshoot solutions related to issues encountered by central and subordinate organizations under a group ruling exemption from the IRS.  The group is tailored to accountants, attorneys, and other professionals who encounter these exemptions whether assisting central or subordinate organizations or working with them as donors/grantors.  Experienced and new practitioners in this area are welcome.  If there is a particular topic or agenda item you would like considered, please e-mail jgniady@stradley.com.

  If you have any questions, please contact us at admin@eocouncil.org.

  Show details
• March 4-5, 2027 - TEGE Annual Exempt Organizations Update and Meeting

  • Start
    03/04/2027
  • End
    03/05/2027
  • Location
    LIVE - D.C. Bar

  Date: March 4-5, 2027

  Title: TEGE Annual Exempt Organizations Update and Meeting

  Presented by the TEGE Exempt Organizations Council, in cooperation with D.C. Bar Continuing Legal Education and The Greater Washington Society of CPAs

  Format: LIVE at D.C. Bar, 901 4th Street, NW, Washington, DC 20001

  Agenda: COMING IN FALL 2026

  CE: NASBA CPE anticipated; CLE anticipated in 48 states; EA credit anticipated.

  Format: In-Person program will be held at the D.C. Bar Association. 

  Suggested DC Hotel: AC Hotel by Marriott Washington DC Convention Center, located less than 1 mile from the DC Bar at 501 K St NW, Washington, DC 20001. We have not blocked rooms, but encourage you to choose this hotel.  Click Here for more information.

  Call for Questions: The TIC-TAQ Forum Co-Chairs (Jennifer Becker-Harris and Preston Quesenberry) regularly provide questions in advance to our government speakers. In preparation for future programs, we encourage you to submit questions and comments for government speakers at https://www.eocouncil.org/question-submission.html.
  

  Payment/Refund Policies:

  • Sorry, no refunds on registration and no registration without timely payment.
  • Payment errors requiring reversal of charges will incur a $25 fee, plus an additional fee for any hard costs advanced for a cancelling attendee.
  • For ease of administration, we encourage payment by credit card. If you must pay by check, please contact jschragg@newtongrangellc.com. 

  Questions? Please contact the following with questions:

  • Registration/Miscellaneous Questions - admin@eocouncil.org
  • Payment - Jeff Schragg at jschragg@newtongrangellc.com
  • CPE Credit (CPAs) - Welansa Mekonnen at wmekonnen@gwscpa.org
  • CLE Credit (Attorneys) - DC Bar at MCLE@dcbar.org

  
  

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