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PFS2107 - ROUNDTABLE DISCUSSION: Complex Tax Reporting Issues for Private Foundations

‐ Nov 18, 2021 9:45am

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 be recorded and repeated in the afternoon for our west coast attendees.

Learning Objectives:

  • Understand some of the reporting challenges in preparing the Forms 990-PF and 990-T for private foundations.
  • Appreciate the public disclosure elements of the Form 990-PF
  • Review the intersection of the section 512(a)(6) unrelated business income silo rules and the 4943 excess business holding rules and reporting



General Session Onsite and Online

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