Compliance Fundamentals of Private Foundations
PROGRAM
Good Intentions Can Lead to Unintended Consequences:
Compliance Fundamentals of Private Foundations
For private foundations, trouble often falls under the category of “self-dealing,” which can arise in the context of most business and financial transactions between a foundation and its disqualified persons or “insiders.”
In this scenario-based presentation, tax attorney and private foundation expert Jeffrey Haskell, J.D., LL.M., will review the many ways that insiders unknowingly self-deal or in which foundations inadvertently stumble, and the penalties and corrective action requirements associated with such activities.
By being challenged to identify ambiguous instances of self-dealing and other unintentional but common compliance violations, participants will walk away with a grasp of the subject matter and an enhanced appreciation for the subtleties of private foundation oversight.
In addition, Jeffrey Haskell will add a trust administration lens to the issues discussed.
MCLE Credit:
WINE SPONSORS
Pisenti & Brinker, LLP
MENU
FIRST COURSE
Marinated Beet Salad
Arugula, Goat Cheese, Orange Segments, Pistachios, and Sherry Vinaigrette
MAIN COURSE
(Choice of Three)
Grilled Tri-Tip
Caramelized Onion, Red Wine Reduction, Roasted Potatoes, Seasonal Vegetables
Pork Tenderloin
Tarragon Mustard, Garlic Mashed Potatoes, Seasonal Vegetables
Pan SEared Tofu
Tomato Basil Salsa, Jasmine Rice
DESSERT COURSE
Chocolate Decadence Cake
Seasonal Berries
Regular & Decaffeinated Coffee and Assorted Teas
(Menu subject to change)
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CREDIT CARD AND CHECK PAYMENT
COST IS $60.00 PER PERSON
MAIL ANY CHECKS And MEAL SELECTION TO:
Redwood Empire Estate Planning Council
c/o Marilyn Topper Bookkeeping Service - Phone 544-5738
P.O. Box 3587, Santa Rosa, CA 95402-3587
1. _____________________________ (Grilled Tri-Tip) ___________ (Pork Tenderloin) ___________ (Pan Seared Tofu)___________
2. _____________________________ (Grilled Tri-Tip) ___________ (Pork Tenderloin) ___________ (Pan Seared Tofu)___________
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