Navigating Self-Dealing Rules for Foundations

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Presented on September 24, 2025

Wendy Campos, Principal, Foundations Practice
Misty Petry Burns, Attorney, Mendrygal Law PLLC

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.

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