Private Foundation Conference

Start time:
August 16, 2022 9:00 AM PT
End time:
August 17, 2022 2:00 PM PT
Location:
Online
Credits:
9
Contact:
Lauren Feeney, Moss Adams, (206) 302-6406
Cost to attend:
Complimentary

Private foundations face an array of challenges that many organizations don’t—from minimum distribution requirements to excise or income taxes on self-dealing, taxable expenditures, excess business holdings, and unrelated business income—to name a few.

Join us for our first Private Foundation Conference, in which we’ll cover topics to help you navigate your foundation’s financial and operational complexity. This virtual event offers CPE credit and features presentations from industry professionals on the following topics:

  • Investments

  • Donor-advised funds

  • Economic update

  • Environmental, social, and governance (ESG)

  • Cybersecurity

  • Foundations in the headlines and how to keep your foundation out of trouble

Upon registration, you’ll receive two confirmation emails—one for each day of the conference—along with your unique attendee links.

Download the agenda.

Register

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Taxes: 4.5
Specialized Knowledge and Application: 3
Information Technology: 1.5
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to discuss recent tax and regulatory changes affecting private foundations; discuss various types of investment strategies and how social responsibility is playing into a foundation's investment strategies and policies, as well as the tax considerations of each investment type; identify the mechanics of the minimum distribution requirement (MDR) and the types of expenditures that count toward the MDR; discuss self-dealing, fringe benefits, and excess business holdings, as well as internal controls and policies and procedures to avoid negative press or IRS exam issues, and identify the latest cybersecurity issues and threats affecting private foundations.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Lauren Feeney at (206) 302-6406 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Related Topics

Applicable Industries