Gain the tools to navigate the complexities of foundation management.
Join us for a webinar on common missteps, mistakes and challenges made in corporate and family foundations. This session is designed for families that oversee their own foundations and managers/executives operating private foundations on behalf of their companies.
Explore the most frequent pitfalls well-meaning foundation managers face and strategies to navigate them successfully while avoiding IRS penalties.
Learning Objectives:
- Review key regulations and laws governing private foundations.
- Identify major IRS enforcement issues, including self-dealing and reputational risks.
- Explore strategies to enhance financial management and tax benefits for foundations.
- Discuss future trends and compliance for aligning foundations with charitable missions.
Speakers
- Katy Brown, Partner, Armanino
- Chris Mays, Partner, Armanino Advisory LLC
- Paul Nuttall, Senior Manager, Armanino Advisory LLC
Participants will earn 1 CPE credit*
(Field of Study: Specialized Knowledge)
In order to be awarded the full credits, you must respond to three out of the five polling questions asked during the program.
*NASBA DETAILS
Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact [email protected].
Armanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
