Insights From Our Consulting Attorneys: Navigating Advocacy and Risk | Webinar OnDemand
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Watch AAFCPAs’ consulting attorneys share strategies for navigating lobbying rules, understanding the 501(h) election, and protecting your organization’s tax-exempt status during challenging times in this session from AAFCPAs’ 2026 Nonprofit Seminar.
What you’ll take away: How advocacy and compliance intersect and where to apply greater oversight.
Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors.
Josh works extensively with business owners and investors …
Chris is a consulting attorney at AAFCPAs, working in conjunction with the firm’s multi-disciplinary team of CPAs and focusing primarily on tax-exempt organizations. He brings expertise in private foundations, lobbying regulations, multi-state filing and registration requirements, Unrelated Business Income Tax (UBIT), charitable solicitation regulations, IRS Form 990 best practice presentation and disclosure requirements, along with organizational formations and dissolutions. He also provides effective tax planning and research, tax compliance, charitable planning, and asset protection solutions …
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