Name
Private Foundation: Excise Taxes
Date & Time
Wednesday, January 15, 2025, 10:45 AM - 11:55 AM
Meghan Biss Ann Batlle Brian Galle Shira Helstrom Randall Thomas
Description
Private foundations are subject to strict rules governing their activities. In particular, the excise tax rules regarding self-dealing are complex and failure to comply can lead to steep penalties for the self-dealer and foundation managers. This panel will discuss commonly seen self-dealing scenarios, provide practical advice, and discuss how these issues may be viewed under an IRS audit.