Virtual Private Foundation Conference: Day Two, AM Session

Private Foundation Conference: Day Two, AM Session

Presented on September 19, 2023

Wendy Campos, Principal, Not-for-Profit Practice
Lauren Haverlock, Principal, Not-for-Profit Practice
Kinman Tong, Principal, Not-for-Profit Practice
Maggie Elliott, Senior Manager, Not-for-Profit Practice
Kimberly Eney, Partner, Loeb & Loeb
Diara Holmes, Partner, Loeb & Loeb
Marisa Meltebeke, Partner, Davis Wright Tremaine LLP

Explore topics to help you navigate your private foundation’s financial and operational complexity at the second day of our annual virtual conference. Sessions include:

Accountant versus Attorney: 990-PF Through a Different Lens
501(c)(4): Rules, Guidance, and Opportunities

Watch the presentations from the afternoon session for the second day, and the morning and afternoon sessions of the first day.

Related Topics

File Your IRS Form 990-PF with Confidence

2022 Private Foundation Tax Planning Guide

Budget Proposals Could Impact Private Foundations, Tax-Exempt Organizations

Compare Donor-Advised Funds to Private Foundations

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