Private Foundation Self-Dealing Rules: Estate Planning and Administration Issues, Tax Considerations, Best Practices

Strafford Webinar
CLE Available, Webinar
December 13, 2022
1:00 PM - 2:30 PM ET

Private Wealth Services attorney Cara Howe Santoro will be co-presenting in an upcoming Strafford webinar that will provide estate planning counsel and advisers with an overview of private foundations excise tax rules and a practical guide to self-dealing rules. The presentation will also cover pitfalls to avoid, corrective measures and avoiding penalties.

Presentation Outline

  • overview of IRS self-dealing rules for private foundations
  • impact of self-dealing rules on estate administration
  • reporting requirements, operational risks, and opportunities
  • best practices in minimizing self-dealings and prohibited transactions

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