Join Clark Nuber professionals on July 28, 2020 for the Private Foundation Basics Webinar. This seminar is a great opportunity to learn about the fundamentals of private foundations, answer the common questions, and understand what makes them different from other types of charitable entities. This three-series course will cover primer, compliance review, and high-level oversight subjects and is designed to provide you with planning opportunities to ensure your private foundation successfully operates within the regulatory boundaries.

Agenda

9:00 AM to 9:50 AM | Primer: Historical background, legal basics, and accounting considerations for private foundations
Presented by Jennifer Becker Harris and Deby MacLeod

9:50 AM to 10:00 AM | BREAK

10:00 AM to 10:50 AM | Compliance Review: Walk-through of the Form 990-PF and highlight of key sections to review
Presented by Kathryn Okimoto and Sarah Huang

10:50 AM to 11:10 AM | BREAK

11:10 AM to 12:30 PM | High-Level Oversight: Keeping your private foundation safe from pitfalls of self-dealing, excess business holdings, and taxable expenditures
Presented by Jennifer Becker Harris, Kathryn Okimoto, and Sarah Huang 

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

Register HERE at eventbrite.com

Presenters

• Jennifer Becker Harris, CPA, MST
• Deby MacLeod, CPA, CGMA
• Sarah Huang, CPA, MST
• Kathryn Okimoto, CPA, MST

Event Information

Date: July 28, 2020

Time: 9 AM to 2PM, PDT (with breaks, see agenda)

CPE Credits Available: 3.5 techincal

Cost: $75

Platform: GoToWebinar