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AICPA National Tax & Sophisticated Tax Conferences with Private Foundation Summit 2020


PFS2010 - Private Foundation Life Events


Nov 19, 2020 1:35pm ‐ Nov 19, 2020 2:25pm

Description

The private foundation is a great tool for a family that wants to control its philanthropic activities.  But, they can be tedious and time-consuming to operate and can present special challenges as the initial funders age and family dynamics shift.  This presentation will explore the tax and non-tax considerations, as well as the opportunities and roadblocks that the foundation might face during formation, addition of younger family members to the governing body, divorce and other changes that can result in a decision to shut down, divide the foundation into two or more foundations, distribute assets to a donor advised fund or become a public charity.

Learning Objectives:
  • Understand the tax and non-tax considerations of a private foundation
  • Explore the opportunities and roadblocks of private foundations

Speaker(s):

Tags: PFS

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