Choice of Entity for a Florida Private Foundation

Private Wealth Services attorneys Peter Blumeyer and Kelly Hellmuth co-authored an article featured in The Florida Bar Tax Section's Spring 2024 Bulletin about taxpayers establishing private foundations to facilitate charitable giving or create a philanthropic legacy. This article offers a comprehensive guide on navigating private foundation formation successfully, including financial benefits, federal requirements and Florida-specific regulations.

READ: Choice of Entity for a Florida Private Foundation (Article begins on page 16)