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Conference on Tax Strategies for the High-Income Individual 2014 - Virtual

Part II: Private Foundation (PF) Operational Oversight: Case Studies and Common Questions From Clients

‐ May 18, 2014 10:40am

This session will cover how to navigate PF rules and regulations in ways that keep foundations out of trouble and optimize operations to achieve desired results. Attendees will gain practical insights for:
• Understanding the excise tax on investment income
• Implementing practical procedures for identifying and avoiding self-dealing transactions
• Developing monitoring systems for the mandatory annual payout rules
• Learning what is and is not a taxable expenditure
• Making grants to non-public charities, foreign organizations and non-exempt entities
• Conducting direct charitable programs and developing procedures to measure outcome


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