Compliance Fundamentals of Private Foundations

Date: Wednesday, February 6, 2019
Time: 6:00pm - 8:30pm
Location: Santa Rosa Gold & Country Club
Speaker: Jeffrey Haskell, J.D., L.L.M.

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)

 

 

***PLEASE USE THE RSVP BUTTON BELOW TO SIGN IN FOR BOTH***

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

  

 

If paying by check, amount enclosed $ ________________ for the following person(s)

1. _____________________________ (Grilled Tri-Tip) ___________ (Pork Tenderloin) ___________ (Pan Seared Tofu)___________

2. _____________________________ (Grilled Tri-Tip) ___________ (Pork Tenderloin) ___________ (Pan Seared Tofu)___________

 

Cut here and return the above with your check, AND ALSO PLEASE respond by E-mail through the RSVP button BELOW and select "Send by Mail" option.

 

Date/Time: Wednesday,  February 6, 2019,  6:00 PM

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