Join us for our webcast, Navigating Self-Dealing Rules for Foundations. The session will kick off with a refresher on the self-dealing rules, then transition into an in-depth discussion of real-world scenarios that raise self-dealing concerns.

Perspectives from a tax attorney, who also has in-house foundation experience, and a CPA will offer a well-rounded view of how these rules apply in practice.

Building on the foundational rules, the session will explore technical issues and reporting considerations, illustrated with real-life examples. This session is designed to deepen your understanding and help you navigate self-dealing risks with greater confidence.

Wendy Campos, CPA, Principal, Baker Tilly

Wendy has worked in public accounting since 2000, and focuses primarily on tax-exempt organizations, including foundations, higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a highly capable business advisor to her clients, providing compliance and consulting in the areas of unrelated business income, alternative investments, obtaining and maintaining tax-exempt status, deferred taxes, fringe benefits, Forms 990, 990-PF, and 990-T, grantmaking and more.

Wendy is the firm’s tax leader for the following industries: government, not-for-profit, higher education, Tribal and gaming, and utilities.

Misty Petry Burns, Attorney, Mendrygal Law PLLC

Misty’s practice is dedicated exclusively to representing not-for-profit and tax-exempt organizations, including forming tax-exempt organizations, preparing organizational documents and policies, preparing applications for federal and state tax exemptions, and advising on issues regarding the operation, management, and taxation of tax-exempt organizations, with a focus on private foundations, including complex activities such as program-related investments and international grantmaking and operations. Her practice also includes addressing sophisticated tax issues.