This session will focus on recent topics interest related to private foundation tax compliance including but not limited to: an update on tax law changes, considerations when investing in alternative investments, self-dealing review and a review of non-operating versus operating foundations.
Understand the current status of tax reform and other tax law changes
Gain an understanding of the tax reporting implications when investing in alternative investments
Provide a refresh on self-dealing prevention and consequences
Understand the benefits of non-operating versus operating foundation status