Name
Private Foundation: Excise Taxes
Date & Time
Wednesday, January 15, 2025, 10:45 AM - 11:55 AM
Speakers
Meghan Biss, Loeb & Loeb LLP
Ann Batlle, Morgan, Lewis & Bockius LLP
Brian Galle, The Georgetown University Law Center
Shira Helstrom, ArentFox Schiff LLP
Randall Thomas, Internal Revenue Service
Ann Batlle, Morgan, Lewis & Bockius LLP
Brian Galle, The Georgetown University Law Center
Shira Helstrom, ArentFox Schiff LLP
Randall Thomas, Internal Revenue Service





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.