We invite you to join us on Tuesday, Aug. 6, 2024, for the Not-for-Profit Essentials: Private Foundation Essentials webinar. This webinar will give you an opportunity to learn about the fundamentals of private foundations, answer your common questions, and identify what makes them different from other types of charitable entities. We will discuss planning opportunities to ensure your private foundation successfully operates within the regulatory boundaries while accomplishing its charitable objectives.

PRESENTERS

• Jennifer Becker Harris, CPA, MST | Shareholder

• Sarah Wine, CPA | Shareholder

• Sarah Huang, CPA, MST | Principal

• Frances Olson, CPA, MST | Senior Manager

• Lisa McCreedy, CPA | Senior Manager

• Celia Davis, CPA | Senior Manager

• Danielle Wright, CPA, MST | Tax Manager

WHO SHOULD ATTEND

• Leaders of small private foundations
• CFOs, controllers, and accountants new to private foundations
• Private foundation directors, trustees, and officers
• Investment advisors and financial professionals
• Family office managers and advisors
• Philanthropic individuals considering a private foundation structure
• Anyone else looking for a refresher on private foundation basics

EVENT INFORMATION

• Date: August 6, 2024
• Time: 9:00 a.m. to 1:00 p.m. (with breaks)
• CPE: 4 credit hours
• Cost: $100
• Platform: Zoom Webinar

REGISTRATION

In order to attend this virtual event, please register HERE AT EVENTBRITE.COM