REPRESENTATIVE EXPERIENCES Jim’s recent representative experiences include:
- Designing and implementing a new medical research organization, a tax-exempt physicians’ clinic and a reorganized academic medical center.
- Negotiating the favorable resolution of IRS audits involving substantial proposed federal taxes and penalties on large private foundations.
- Advising on the receipt of IRS approvals for multiple transactions.
- Representing a client in the acquisition of the assets of a bankrupt competitor.
- Designing and implementing planning responses to congressional inaction on federal estate and gift taxes.
PROFESSIONAL HONORS AND AWARDS
- Recognized by Chambers USA: America’s Leading Business Lawyers in the area of tax (2003–2010)
- Named to The Best Lawyers in America in the areas of nonprofit/charities law and tax law (1987–2010)
- Selected for inclusion in Georgia Super Lawyers® (2004–2010)
- Fellow, American College of Tax Counsel
PROFESSIONAL AND COMMUNITY INVOLVEMENT
- Member, American Bar Association
- Member, Atlanta Bar Association
- Member, District of Columbia Bar
- Member, National Association of College and University Attorneys
- Member, American Health Lawyers Association
- Former Chair, Exempt Organizations Committee, Tax Section, American Bar Association
- Former Division Coordinator, Tax Section of the Tax Exempt and Governmental Entities Division of the IRS, American Bar Association
- Former Chair and Continuing Member, Board of Trustees, Reinhardt University
- Former Chair and Continuing Member, Board of Directors, Foxfire Fund
- Former Chair, Board of Directors, Metropolitan Atlanta Crime Commission
- Graduate, Leadership Atlanta
- Elder and Trustee, First Presbyterian Church
- Chairman, Board of Directors, House-Hasson Hardware Company
- Director, A.D. Henderson Foundation
RECENT PUBLICATIONS AND SPEAKING ENGAGEMENTS
- Author, Southeastern Council of Foundations—Annual Meeting Legal Update (November 11, 2009)
- Author, 26th Annual Representing & Managing Tax-Exempt Organizations Conference—James K. Hasson Jr. (April 7, 2009)
- Author, Southeastern Council of Foundations—Annual Meeting Legal Update, November 12, 2008—The Annual Quiz (November 12, 2008)
- Co-author, “Tax Issues for Non-Profit Hospitals,” Georgia Hospital Law Manual (2005, updated 2010)
- Speaker, Southeastern Council of Foundations—Annual Meeting Legal Update (November 11, 2009 and November 12, 2008)
- Speaker, “Tax Management Issues for Colleges and Universities,” Tax Institute for Colleges and Universities (May 19, 2009)
- Speaker, “Supporting Organizations and Donor Advised Funds as Grantees: Life Under the New Rules” and “The Revised Form 990 and the Impact for Private Foundations,” Salk Institute for Biological Studies, Tax Seminar for Private Foundations (May 13–14, 2009)
- Speaker, “Current Topics of Interest for Private Foundations and Their Grantees,” Council on Foundations (May 3, 2009)
- Speaker, “Current UBIT Issues,” Annual Representing and Managing Tax-Exempt Organizations Conference, Georgetown University Law Center (April 7, 2009 and April 24, 2008)
- Speaker, Teleconference on Recent Legislation: Items Requiring Immediate Action by Non-Operating Private Foundations (August 15, 2008)
- Speaker, “What’s With All the Policies? Legal and Practical Issues,” Tax Seminar for Private Foundations, Non-profit Roundtable (August 5, 2008)
- Speaker, “Foundation Investment Consideration—Tax and Fiduciary Concerns” and “Analysis of an IRS Audit,” Salk Institute for Biological Studies, Tax Seminar for Private Foundations (May 14–15, 2008)
- Speaker, “Impact of the Pension Protection Act on Colleges and Universities,” Tax Institute for Colleges and Universities (May 20, 2007)
- Speaker, “The Congressional Attack on Charities and Responses from the IRS and Treasury,” Georgia Society of CPAs (October, 26, 2006)
- Speaker, “Recent Legislation: Items Requiring Immediate Action by Non-Operating Private Foundations,” Teleconference (August 15, 2006)