Cynthia Rowland

Cynthia Rowland

Farella Braun + Martel LLP

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Charitable Split Interest Trust Planning with Dale Schroeder and Anneke Niemira, Part Two [Audio]

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and in today's episode, I welcome back Dale Schroeder and Anneke Niemira from NewEdge Wealth to talk about charitable remainder trusts. Last...more

4/22/2025  /  Charitable Trusts , Estate Planning , Nonprofits , Tax Planning , Wealth Management

Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One [Audio]

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Cynthia Rowland's guests are Dale Schroeder and Anneke Niemira at NewEdge Wealth, and our topic is charitable split-interest trusts. These come in...more

4/15/2025  /  Charitable Organizations , Charitable Trusts , Estate Planning , Nonprofits , Philanthropy , Tax Planning , Wealth Management

Nonprofit Basics: IRS 10-Course Charity Workshop [Audio]

In today's EO Radio Show episode, Cynthia Rowland reports on the IRS' recent promotion of a free 10-course workshop on basic topics for individuals interested in learning about tax-exempt organizations described in Internal...more

3/10/2025  /  501(c)(3) , Charitable Organizations , Internal Revenue Code (IRC) , IRS , Tax Exempt Entities , Tax Planning

Nonprofit Basics: Unrelated Business Income Tax: Basic Rules for Charities - Part 1 [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and episode 107 is the first in a series of technical episodes describing the basic principles of the tax on unrelated business income generated...more

1/10/2025  /  501(c)(3) , Internal Revenue Code (IRC) , Nonprofits , Tax Exemptions , Tax Planning , Unrelated Business Income Tax

Nonprofit Basics: Unrelated Business Income Tax: Basic Rules for Charities - Part 1 [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and episode 107 is the first in a series of technical episodes describing the basic principles of the tax on unrelated business income generated...more

1/10/2025  /  501(c)(3) , Income Taxes , Internal Revenue Code (IRC) , Nonprofits , Tax Exempt Entities , Tax Exemptions , Tax Planning

Nonprofit Basics: International Grantmaking – Part 2 Income Tax Withholding Rules [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Today's episode is the second in a three-part series addressing several critical compliance topics relevant to international grantmaking by U.S. public charities and...more

10/30/2024  /  Charitable Donations , Charitable Organizations , Income Taxes , IRS , Nonprofits , Patriot Act , Private Foundations , Tax Exempt Entities , Tax Planning

Nonprofit Basics: International Grant Making - Part 1 Overview and Antiterrorism Rules [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. I'm Cynthia Rowland, and today's episode introduces several critical compliance topics relevant to international grantmaking by U.S. public charities and private...more

10/17/2024  /  Anti-Terrorism Financing , Charitable Organizations , Grants , Nonprofits , Patriot Act , Private Foundations , Tax Planning

REFRESH: Loot and Private Foundation Rules – Part 2 [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In this episode, we refresh EO Radio Show episode 22, the second of our two episodes exploring private foundation rules using commentary on the comic Apple TV+ series...more

6/3/2024  /  Charitable Donations , Charitable Organizations , Filing Requirements , IRS , Private Foundations , Tax Exempt Entities , Tax Liability , Tax Planning

IRS Dirty Dozen Warnings on Charitable Scams [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In this episode, Cynthia Rowland highlights some tax schemes designed to exploit both taxpayers and the Treasury. The Internal Revenue Service just wrapped up the 2024...more

5/7/2024  /  Charitable Donations , Charitable Organizations , IRS , Nonprofits , Tax Exempt Entities , Tax Planning

Nonprofit Quick Tip: State Filings in North Carolina and South Carolina [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. Episode 75 is the tenth in a series of Quick Tip episodes focusing on the details of state registration of nonprofit corporations. Today, Cynthia Rowland and Joe...more

4/4/2024  /  501(c)(3) , Charitable Donations , Charitable Organizations , Filing Requirements , Internal Revenue Code (IRC) , IRS , Private Foundations , Tax Exempt Entities , Tax Liability , Tax Planning

Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. This week, Stephanie Hood returns as Cynthia Rowland's guest on the EO Radio Show. Stephanie is a key member of Farella's top-notch estate planning practice and...more

2/29/2024  /  Beneficiaries , Estate Planning , Estate Tax , Gifts , Tax Planning , Wealth Management

The New Proposed Regulations on DAFs: Taxable Distributions and the Penalty Tax [Audio]

Welcome to EO Radio Show - Your Nonprofit Legal Resource. In today's episode, the final episode on the new DAF regulations, Cynthia Rowland takes a close look at the new Proposed Regulations 53.4966-2 and -5, which cover the...more

12/21/2023  /  Charitable Donations , Charitable Organizations , IRS , Proposed Regulation , Tax Deductions , Tax Exempt Entities , Tax Planning

Nonprofit Basics: Document Retention Policies and Subpoenas, and a Conversation With Aviva Gilbert on Why Good Policies Matter [Audio]

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In this Nonprofit Basics episode, Cynthia Rowland and Aviva Gilbert cover record retention policies, document destruction schedules, and why they matter. You may have...more

10/11/2022  /  Document Destruction , Document Retention Policies , Form 990 , Internal Revenue Code (IRC) , IRS , Tax Planning

[Webinar] Election Year Issues for Private Foundations and Public Charities - April 21st, 3:30 pm - 5:00 pm PST

Public and private foundations may support nonpartisan election-related activities, but only in limited ways and amounts. Join our interactive live discussion as we cover the federal and California tax rules that apply to...more

3/30/2022  /  Charitable Organizations , Continuing Legal Education , Lobbying , Political Campaigns , Private Foundations , Public Charities , Tax Planning , Webinars

[Event] Policy Advocacy and Lobbying by Public Charities and Private Foundations: Do's, Don'ts and Depends - October 24th, San...

Join us as we cover the federal and California tax rules that apply to public charities and private foundations engaged in political advocacy work, whether involving candidate campaigns, legislative lobbying, or...more

10/7/2019  /  Campaign Contributions , Continuing Legal Education , Events , Federal Taxes , Lobbying , Political Campaigns , Private Foundations , Public Charities , State Taxes , Tax Liability , Tax Planning
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