President's Statement

Welcome to the Wilmington Tax Group, a multi-disciplinary society of professionals who gather monthly to hear prominent speakers on topics of tax law, policy and administration, and to develop, share and deepen friendships. This society is a reflection of our community; high standards, ethical conduct and collegiality. We join because we want to learn more – about our profession and our fellow professionals. Each year sees eight luncheon speakers and two early-evening social events. Each event benefits from our mix of personalities and backgrounds – lawyers, accountants, financial advisors, trust officers and bankers. Our tradition spans decades and our membership is strong, but we warmly welcome new members.

                               - William Dugdale, President , Wilmington Tax Group

Marcus Owens represents a broad range of nonprofit organizations, including private foundations, charities, lobbying/political organizations and trade associations. The context has ranged from tax planning, the process of formation and application for exemption, through IRS and state attorney general investigations, including complex audits by IRS Exempt Organizations Financial Investigative Units. Mr. Owens’ focus includes executive compensation, excess benefit and self-dealing excise taxes, as well as the impact of digital and social media on tax exempt organizations. Prior to entering private practice, Mr. Owens was employed by the Exempt Organizations Division of the Internal Revenue Service and served as the division's director for ten years. In that capacity, he was the chief decision maker regarding design and implementation of federal tax rulings and enforcement programs for exempt organizations, political organizations and tax-exempt bonds. He also served as the IRS's primary liaison with other federal agencies, Congress, and state regulators on exempt organizations issues.

Next Lunch: September 19, 2017

Mr. Marcus Owens, Partner, Loeb & Loeb, LLP

"Current developments to for Tax-Exempt Organizations"


 Date:      Tuesday, September 19, 2017 

Location:  University & Whist Club, 805 North Broom Street, Wilmington, DE 19806

Time:        11:45AM – Meeting begins at 12:15 PM