Certified Pubic Accounting Firm Clark Nuber will be hosting a webinar on 2021 Private Foundation Basics on Tuesday, July 27, from 9 a.m. to 1 p.m. PDT. You can register on Eventbrite (cost: $100; CPE: 4 technical credits).

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. The course is designed to provide you with planning opportunities to ensure your private foundation successfully operates within the regulatory boundaries.

The webinar is divided into 4 section:

Primer: Historical background, legal basics, and accounting considerations for private foundations.

Compliance Review: Walk-through of the Form 990-PF and highlight of key sections to review.

High-Level Oversight: Keeping your private foundation safe from the pitfalls of self-dealing, excess business holdings, and taxable expenditures.

Private Foundation Grantmaking Strategies: Strategies for private foundations to reach those with the greatest need, including use of program related investments, grants to individuals, and foreign grantmaking.

I’m looking forward particularly to the last section and will be adding some highlights to this post after the event. Stay tuned.