Jeffrey_Haskell

Jeffrey D. Haskell J.D., LL.M. (Taxation)

Chief Legal Officer, Foundation Source

As Chief Legal Officer at Foundation Source, Jeffrey Haskell is responsible for providing guidance on legal and tax issues to the foundations that the company serves. Mr. Haskell works with and provides guidance to a team of attorneys, accountants, and support professionals who provide tax reporting services to clients of the company as well as support to foundations and their advisors on a range of issues including Program- and Mission-Related Investments, grants to individuals, expenditure responsibility grants, equivalency determinations, scholarship and award programs, set-aside projects, return preparation, and compliance with self-dealing, minimum required distributions, excess business holdings, jeopardizing investments, and taxable expenditure rules. Mr. Haskell has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law. Articles by Mr. Haskell have appeared in Trusts & Estates and Taxation of Exempts magazines, and in Cardozo Law Review. Additionally, he is a frequent speaker on the rules and regulations pertaining to private foundations. Prior to joining Foundation Source, Mr. Haskell was an associate at the law firms of Kronish Leib Weiner & Hellman LLP and Olshan Grundman Frome Rosenzweig & Wolosky, in the Tax and Trusts and Estates departments. Prior to joining Olshan Grundman, Mr. Haskell worked at Coopers & Lybrand in the Business Tax Planning Group. Mr. Haskell is a graduate of Yeshiva University and the Benjamin N. Cardozo School of Law, where he was a member of the Cardozo Law Review. He received a Masters of Law in Taxation from New York University School of Law, where he was a member of the NYU Tax Law Review.

Appearances

  • Thumbnail for Grant-Making Tool Kit
    Identification
    PF-7
    Date
    May 23, 2016
    Practical concerns of grant-making will be covered, starting with when a grant is a grant and not a fee-for-service contract. The session will then help ensure understanding of the nuances of the exempt status of different grantees and proper documentation of grant files…

    Speakers

    Speaker Image for Karen Halazon
    Karen M. Halazon, J.D., LL.M.
    Deputy General Counsel, Bill & Melinda Gates Foundation
    Speaker Image for Jeffrey Haskell
    Jeffrey D. Haskell, J.D., LL.M. (Taxation)
    Chief Legal Officer, Foundation Source
    $79
    Standard Price
  • Thumbnail for Troublesome Taxable Expenditure (Section 4945) Issues
    Identification
    PFS2104
    Date
    November 17, 2021
    Establish focused objectives to meet the challenges of grants to relieve pandemic, disaster, hunger, or other social needs include. Institute best practices that create a framework for improved decision-making…

    Speakers

    Speaker Image for Jody Blazek
    Partner, Blazek & Vetterling
    Speaker Image for Jeffrey Haskell
    Jeffrey D. Haskell, J.D., LL.M. (Taxation)
    Chief Legal Officer, Foundation Source
    $49
    Standard Price
  • Thumbnail for Opening Remarks | Foundation Lifecycle
    Identification
    PFS2206
    Date
    December 13, 2022
    This session will cover the various aspects of a private foundation's life cycle after formation including mergers, split ups, dissolutions and conversion to public charity status…

    Speakers

    Speaker Image for Jeffrey Haskell
    Jeffrey D. Haskell, J.D., LL.M. (Taxation)
    Chief Legal Officer, Foundation Source
    Speaker Image for Jody Blazek
    Partner, Blazek & Vetterling
    $49.01
    Standard Price
  • Thumbnail for Individual Grants
    Identification
    PFS2306
    Date
    June 22, 2023
    This session will include discussions about disaster relief, scholarships, prizes and other types of distributions. Which require advance approval, and which do not. Which are taxable to the recipient and which are not…

    Speaker

    Speaker Image for Jeffrey Haskell
    Jeffrey D. Haskell, J.D., LL.M. (Taxation)
    Chief Legal Officer, Foundation Source
    $49
    Standard Price

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