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Preparing Philanthropic Clients for Tax Season


Gain a better understanding of each excise tax and how items related to those excise taxes are reported on a private foundation's return.

The excise taxes applicable to private foundations are difficult and confusing, and private foundation tax returns are riddled with traps for the unwary. Mistakes on form 990-PF can cost a private foundation and the foundation's managers dearly. This course will guide those advising private foundations and those preparing private foundation tax returns through challenging topics such as the taxes on net investment income, undistributed income, self-dealing, taxable expenditures, and more. This material will provide you with an understanding of each excise tax and how items related to those excise taxes are reported on a private foundation's return. We will also review the most common mistakes that we have found on private foundation tax returns to ensure that you do not make those same mistakes. This information is critical for anyone preparing a private foundation tax return or anyone representing a private foundation.



William A. Stetson

William A. Stetson

Finley Stetson

  • Partner at Finley Stetson
  • Practice emphasizes estate and income tax planning, representation of family-owned business entities, and representation of charitable entities
  • LL.M. degree in taxation, University of Florida; J.D. degree, Florida State University
  • Can be contacted at 561-265-5053 or [email protected]

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