Alternative Investment Bootcamp for Private Foundations (Presentation)

This two-hour intensive, hands-on workshop focuses on the tougher compliance issues, including methodologies used for calculating the true-ups of Form 990-PF Column b, net investment income, federal and state unrelated business income considerations, and tracking transfers for foreign reporting disclosures. The session will also provide examples of communication models that may be utilized to keep board members, investment managers, and stakeholders informed of the myriad of tax rules and focus areas resulting from alternative investments.