Private Foundations: Looking Back, Thinking Forward

Tax year 2018 was a busy year for exempt organizations, especially private foundations. We will take a look back at what happened during 2018 by discussing relevant rulings and current events, focusing on self-dealing and its real life applications and occurrences. Lastly, the session will explore how tax reform has specifically impacted private foundations and describe how they can plan for the full impact of the new provisions. 
As a result of participating in this session, you should be able to:
  • Identify areas of weakness and potential risks for self-dealing within a private foundation
  • Implement tax reform planning opportunities and strategies
  • Recognize relevant areas of tax reform that affect a private foundation
  • Discuss relevant tax events and news from tax year 2018