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

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