eCourse
Advanced Issues in Self-Dealing
Contains material from Feb 2025
Advanced Issues in Self-Dealing
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Private foundations are subject to strict rules governing their activities. In particular, the rules regarding self-dealing are complex and failure to comply can lead to steep penalties for the self-dealer and foundation managers. Discuss more complex self-dealing scenarios beyond the run-of-the-mill compensation and leasing scenarios, work through hypothetical scenarios, provide practical advice for foundations on planning, and discuss how these issues may be viewed under an IRS audit.
Includes: Audio Slides
- Total Credit Hours:
- 1.50
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 2/28/2026
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Advanced Issues in Self-Dealing (Feb 2025)
Effie Babb, Meghan R. Biss
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Session 1 —89 mins 1.50
Advanced Issues in Self-Dealing (Feb 2025)
Private foundations are subject to strict rules governing their activities. In particular, the rules regarding self-dealing are complex and failure to comply can lead to steep penalties for the self-dealer and foundation managers. Discuss more complex self-dealing scenarios beyond the run-of-the-mill compensation and leasing scenarios, work through hypothetical scenarios, provide practical advice for foundations on planning, and discuss how these issues may be viewed under an IRS audit.
Originally presented: Jan 2025 Nonprofit Organizations Institute
Effie Babb,
Hillspire, LLC - Menlo Park, CA
Meghan R. Biss,
Loeb & Loeb LLP - Washington, DC