Managing and working with affiliated entities—with different tax statuses and different missions—is seldom easy. How can entities share employees and resources when one entity wants to engage in issue advocacy, political activity, or other activities that may be restricted or prohibited if attributed to an affiliate? Executives and counsel must grapple with maintaining the requisite separateness among the related entities while maximizing the efficiencies that should go along with having multiple entities under one umbrella.
This presentation will provide important tips on managing tax exemption, legal, and operational risks through appropriate policies, agreements, and training.
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