Please note: This conference is held by the AICPA. Registration will close 2 days prior to the start date. Login instructions will also not be available/sent until 2 days prior to the conference.
The Private Foundation Summit provides an opportunity to get front-row access and hear from the innovators in this highly specialized world. From investing to charitable activities, we’ll help attendees gain clarity for their immediate and long-term goals – and we’ll provide important guidance on dealing with the impacts of the pandemic.
Non-taxable Expenditures: All the Great Things Foundations Can Do
Financial Reporting Update
Cyber Threats, Attacks, and Mitigating Actions
Investment and Spending Policies Intersections with Foundation Life Plans
Impact Investing: Building a Robust Social Investment Portfolio
Federal Tax Update for Private Foundations
Private Foundations and Disqualified Persons: What to be Aware of, What to Track and What Can Go Wrong
Private Foundation Life Events
Unrelated Business Taxable Income: What is Next for Private Foundations
Day 1: 8:00am – 4:20pm
Day 2: 8:00am – 2:10pm
Private foundation leaders and advisers including CPAs, attorneys, and investment specialists
Strategy, management and operations professionals
Private foundation directors, trustees, and officers