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Pennsylvania Tax Exemptions for Nonprofits – Is Your Charity Prepared to Defend Its Tax Exemption After a Recent Pennsylvania Supreme Court Case?

July 23, 2012

Explore the meaning of “purely public charity” post-Mesivtah Eitz Chaim of Bobov Inc. v. Pike County Board of Assessment Appeals 

  • Hear from nonprofit experts about whether the recent Pennsylvania Supreme Court opinion sets a new standard for defining when a nonprofit organization qualifies for sales and property tax exemptions
  • Find out whether the application process for tax exempt status will be significantly impacted
  • Review Act 55, the HUP case standard for “purely public charity” and how, if at all, the Mesivtah holding has changed things 

Discover what the Mesivtah opinion says about the balance between the power of the courts and the legislature

  • Consider whether legislative action could reverse the Court’s holding or weaken the impact of the Mesivtah case
  • Review what the court says about who gets to define the meaning of a “purely public charity”
  • Debate whether the evaluation of what is a “purely public charity” needs to be more flexible in a fast-changing world 

Consider the implications for charities that already are tax exempt 

  • Explore the possibility that charities will be scrutinized and have their tax-exempt status reversed 
  • Examine the likelihood that municipalities will see this decision as the source of new revenue stream from charities 
  • Look at proactive steps your clients can take to ensure their tax exempt status
  • Strategize on how to apply for tax exempt status for a charitable organization in a way that most effectively ensures a grant of exemption 
  • Hear a discussion on ways to defend against PILOTs (payment in lieu of taxes) and claims of unfair competition by for-profits 
  • Discuss ways to demonstrate that your charity’s work “relieves government burden”
  • Faculty

    Joseph M. Geiger, CAE – Exec. Director, Pennsylvania Association of Nonprofit Organizations, HBG

    Stuart L. Knade, Esq. – Assistant Executive Director for Legal Services and

    Chief Counsel, Pennsylvania School Boards Association

    Donald W. Kramer, Esq. – Montgomery, McCracken, Walker & Rhoads, LLP, PHL

    Virginia P. Sikes, Esq. – Montgomery, McCracken, Walker & Rhoads, LLP, PHL

    Brett M. Woodburn, Esq. – Caldwell & Kearns, PC, HBG

Materials from Virginia Sikes and Don Kramer attached.

July 23, 2012 at 12:00 PM – 3:00 PM

Pennsylvania Bar Institute
CLE Conference Center
Wannamaker Building, 10th Floor