Watch a replay with Foundation Source’s Chief Legal Officer Jeffrey Haskell for important insights on the substantive rules that govern private foundations. Learn what activities are permissible, which require advance IRS approval and the most common trouble spots to help your clients steer clear of compliance issues and penalties.
Some of the topics covered will include:
- Employing a family member
- Making scholarship and hardship or disaster relief grants
- Transactions between a foundation and its insiders
- Guidelines for avoiding jeopardizing investments
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
