10/08/2026
Should your association start a foundation? Could a different tax-exempt structure open new doors for fundraising, advocacy or political activity? And what are the legal and financial implications of making that move?
These are big decisions, and understanding your options is only part of the equation.
At ESSAE's Harvest Highlight 2026, Joshua L. Oppenheimer, Shareholder at Greenberg Traurig, LLP, and Kevin Testo, CPA, Partner at The Bonadio Group, will tackle these questions in:
🍂 Tax Status, Advocacy & Political Activity: 501(c) Options, Opportunities & Obligations for NYS Associations
You'll want to be in this room if you're considering establishing a foundation, exploring new advocacy opportunities, navigating the differences between 501(c)(3), 501(c)(4) and 501(c)(6) organizations, or trying to understand the obligations that come with managing multiple related entities.
Bringing both legal and accounting perspectives to the conversation, Josh and Kevin will explore what associations can and cannot do, where opportunities exist, and why a decision that makes sense from a tax perspective might raise an entirely different set of legal or governance questions.
Moderated by Michael Burridge, NYS Director of Government Relations for ACEC New York and Chair of ESSAE's Government Affairs Committee, this interactive session is designed to help association leaders ask better questions, recognize potential risks and make more informed decisions.
Whether you're actively considering a structural change or simply want a better understanding of the options available to your association, this is a conversation worth being part of.
đź“… Thursday, October 29, 2026
📍 The Sagamore Resort | Bolton Landing, NY
Explore the full program and register: https://essae.org/harvest26