Gain a better understanding of tax law surrounding private foundations.
Clients who are philanthropically inclined are eager to create their own family foundation. The private foundation is a tool that can achieve many goals, however, there are many unique considerations that are essential to communicate to clients during the planning process. Similar to publicly supported charities, private foundations are exempt under IRC Section 501(c)(3), however, there is a whole set of special rules that apply just to private foundations.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Applying for Exempt Status
Contributions
Tax on Net Investment Income
Self-Dealing
Minimum Distribution Requirement
Qualifying Distributions
Excess Business Holdings
Jeopardizing Investments
Taxable Expenditures
Unrelated Business Income
Tax Cuts and Jobs Act
Philanthropic Enterprise Act
Record Keeping
Defintions
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on August 16, 2018.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Sarah Avery
Friedman LLP
Sarah Avery, CPA
- Director in the East Hanover, NJ office of Friedman LLP
- Practice emphasizes all aspects of audit and tax compliance for not-for-profit organizations
- Specializes in not-for-profit organizations including private foundations providing audit and tax compliance services
- Conducts regular seminars and workshops on numerous exempt organization tax compliance and accounting issues
- Graduate of Muhlenberg College
- Member of numerous professional and civic organizations
- Can be contacted at [email protected] or 973-929-3500
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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