Taft Cincinnati partner Megan Okun will speak at the 2026 TEGE Annual Exempt Organizations Council Meeting on March 6 in Washington, D.C. Okun will be part of a panel that will present on “Form 990: Beyond Compliance, a Public Disclosure and Reputation Tool,” addressing how exempt organizations can strategically approach Form 990 not only as a regulatory requirement but also as a key transparency and reputational asset. The panel will further examine how attorneys and accountants view portions of the Form 990 differently, and how those perspectives can inform client decisions about how to make disclosures on their returns. 

The TEGE Annual Exempt Organizations Council Meeting brings together professionals from legal, consulting, and financial backgrounds to provide educational programming, discuss current trends and provide regulatory updates affecting the exempt organizations sector.

To learn more or to register, click here.

Okun focuses her practice on counseling nonprofit and tax-exempt organizations and on estate planning for high net-worth families. Given her knowledge of and experience with tax law, Okun helps nonprofit and tax-exempt organizations of all shapes and sizes navigate all tax and governance aspects of their organizations and operations. Okun has extensive experience counseling large tax-exempt organizations, including colleges and universities, health systems, and company and family foundations, regarding governance, structuring, and compliance matters. Further, she guides them through the nuances of joint ventures, fundraising, endowment fund strategies, charitable and planned giving program criteria, commercial coventures, and working with donors.