eCourse
Fundamentals for Private Foundations: Compliance and Operations, Grantmaking Basics, and IRS Audits
Contains material from Mar 2023
Fundamentals for Private Foundations: Compliance and Operations, Grantmaking Basics, and IRS Audits
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Session 1: Private Foundations: Compliance and Operational Framework for Maintaining Tax Exempt Status - A discussion of what it takes to be tax exempt and to stay that way.
Session 2: Grantmaking Basics for Private Foundations - An overview of the legal rules for private foundations, and how they tie into the grant development and diligence process, with an interactive discussion of some real-life grantmaking challenges and how to approach them.
Session 3: IRS Audits for Private Foundations - Audit preparedness should be at the center of any good compliance regime for a private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.
Session 2: Grantmaking Basics for Private Foundations - An overview of the legal rules for private foundations, and how they tie into the grant development and diligence process, with an interactive discussion of some real-life grantmaking challenges and how to approach them.
Session 3: IRS Audits for Private Foundations - Audit preparedness should be at the center of any good compliance regime for a private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 3.00
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 3/31/2025
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1.
Private Foundations: Compliance and Operational Framework for Maintaining Tax Exempt Status (Mar 2023)
Jody Blazek, Katherine E. David
1.00
0.00
0.00
1.00
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Paper
(pdf)
5 pgs
Session 1
—60 mins
1.00
Private Foundations: Compliance and Operational Framework for Maintaining Tax Exempt Status (Mar 2023)
A discussion of what it takes to be tax exempt and to stay that way.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Jody Blazek,
Blazek & Vetterling - Houston, TX
Katherine E. David,
Steptoe & Johnson PLLC - San Antonio, Texas
Show session details
2.
Grantmaking Basics for Private Foundations (Mar 2023)
Janna Freed, Shelley Sweatt
1.00
0.00
0.00
1.00
Preview Materials
Download session materials for offline use
Session 2
—60 mins
1.00
Grantmaking Basics for Private Foundations (Mar 2023)
An overview of the legal rules for private foundations, and how they tie into the grant development and diligence process, with an interactive discussion of some real-life grantmaking challenges and how to approach them.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Janna Freed,
Walton Family Foundation - Jersey City, NJ
Shelley Sweatt,
The Priddy Foundation - Wichita Falls, TX
Show session details
3.
IRS Audits for Private Foundations (Mar 2023)
Kurt Coburn, Norah L. Jones
1.00
0.00
0.00
1.00
Preview Materials
Download session materials for offline use
Session 3
—60 mins
1.00
IRS Audits for Private Foundations (Mar 2023)
Audit preparedness should be at the center of any good compliance regime for a private foundation, whether you’re audited this year or in 2030. Review the basics of an IRS audit and gain practical advice on preparing for, understanding, managing, and ultimately surviving the audit process.
Originally presented: Jan 2023 Nonprofit Organizations Fundamentals Workshop
Kurt Coburn,
Blazek & Vetterling - Houston, TX
Norah L. Jones,
C3 Legal - Chicago, IL