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TAX1810 - What Every Advisor Should Know About Managing Family Foundations

Jun 12, 2018 4:05pm ‐ Jun 12, 2018 4:55pm

Standard: $49.00


Private foundations offer great flexibility for the most traditional to the most entrepreneurial philanthropist. The key to maximizing the benefits and minimizing risks is understanding the federal tax laws which are cryptic and arcane. Jane Searing will guide you through both the basics and a deeper dive into challenging areas of managing family foundations.

Learning objectives:

• Learn practical applications of the private foundation tax laws
• Learn tips, tricks and tax saving ideas for leveraging private foundations


  • Jane M. Searing, CPA, Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy
Tags: TAX

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