Revised Form 990: Climate of Change and Increased Scrutiny

Form 990-PF contains many details to test the foundation’s ongoing qualification for exemption on its 13 pages. While the form has remained primarily unchanged for years, there have been changes to the instructions or for new tax law…

Join us for our early riser session on challenging private foundation reporting issues. Our panel will share the more unusual reporting scenarios they encountered this year and share tools for gathering data to enhance compliance. Please bring your ideas to share and discuss with our panel…

This session will focus on private foundations in the family office environment and how to protect the disqualified persons and managers from incurring excise tax penalties…

Case studies with transactions that result in self-dealing will illustrate how to identify and correct such acts. The session with focus on ideas for avoiding the unforgivable penalties, using policies and procedures, and practical solutions will be shared…