Private foundations are required by law to distribute a percentage of their assets on an annual basis. The calculations are complex, and many private foundations miss out on critical opportunities to preserve the foundation’s corpus and plan for the future. Join us on October 8, 2020 to discuss strategies for managing the annual payout requirement. This webinar will walk through the mechanics of the annual payout, discuss various payout strategies used by foundations to accomplish their charitable goals, and other tax considerations before the foundation’s year-end.

PRESENTERS:

• Kathryn Okimoto, CPA, MST
• Lisa McCreedy, CPA

WHO SHOULD ATTEND:

• Leaders of private foundations
• CFOs, controllers, and accountants at private foundations
• Private foundation directors, trustees, and officers
• Investment advisors and financial professionals
• Family office managers and advisors
• Anyone else looking for a refresher on private foundation payout requirements or reminders of what to plan for as the year closes

REGISTRATION

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

EVENT INFORMATION:

• Date: Thursday, October 8, 2020
• Time: 10 AM to 11 AM Pacific Time
• 1.0 technical CPE credit available
• Cost: $15
• Platform: GoToWebinar