Advise Clients on Governance, Rules, Form 990 and Other Legal and Tax Matters
Do you have solid knowledge of the transparency and accountability standards of private foundations? Do you know what should (and should not) be in their articles of incorporation, bylaws, policies and tax forms? This focused course provides a practical look into the legal and tax aspects of private foundations. From formation to restrictions to operational issues and filings, gain the instruction you need to counsel clients in this unique area of law. Register today!
Review the essentials of private foundations - the different types, categories, rules and pros/cons vs. public charities.
Draft solid bylaws that prevent governance headaches and legal problems down the road.
Learn how to qualify an entity as a private foundation.
Advise foundation boards regarding a variety of issues, including investments and grants.
Prevent self-dealing, minimum distribution and other violations with a strong grasp of rules and safeguards.
Demystify Form 990 and avoid errors that can spell trouble for private foundations.
Private Foundation Essentials
Incorporating the Private Foundation
Applying for Exemption: Nuts and Bolts
Organizing and Governing a Private Foundation
Applying Private Foundation Rules
Filing Tax Returns (IRS Form 990-PF and IRS Form 990-T)
SAMUEL G. COPPERSMITH is a partner with the law firm of Coppersmith Brockelman PLC, in Phoenix, Arizona. His practice centers on business and real estate transactions, with an emphasis on guiding nonprofit organizations in strategic initiatives, operations, and public affairs. Mr. Coppersmith represented Arizona's 1st Congressional District in the U.S. House of Representatives during the 103rd Congress; served as a member and as chair of the City of Phoenix Board of Adjustment; and is currently chair of the Board of Trustees of the Devereux Foundation, one of the nation's largest behavioral health providers. He is a member of the State Bar of Arizona, State Bar of California, and the Maricopa County and American bar associations. Mr. Coppersmith is a graduate of Harvard College and Yale Law School.
MICHELLE HUHNKE is a partner with the Chicago law firm of Sugar Felsenthal Grais & Helsinger LLP, where she focuses her practice in the areas of estate planning, estate and trust administration, and charitable planning. Ms. Huhnke works with clients and their families to develop estate plans that address varied family circumstances and include efficient estate, gift, and generation-skipping tax planning. She also represents charities and their donors. Ms. Huhnke advises clients on the use of charitable trusts, private foundations, and donor advised funds to foster family philanthropy and maximize the income, estate, and gift tax benefits of charitable giving. She advises charitable foundations and public charities on governance and transactions. Other areas of Ms. Huhnke's practice include asset protection planning and business succession planning. She teaches trusts and estates law at the University of Chicago Law School. Ms. Huhnke is also a lecturer for the Investment Management Consultants Association for their program at the University of Chicago Booth School of Business and has lectured for the Illinois Institute of Continuing Legal Education. She earned her undergraduate degree, cum laude, from Barnard College and her Juris Doctorate degree, with honors, from the National Law Center at George Washington University. Ms. Huhnke is a member of the Illinois State Bar Association and the District of Columbia Bar.
JENNIFER L. URBAN is the founder of Legal for Good PLLC, and devotes herself to representing charitable and nonprofit organizations throughout Minnesota and Ohio. Ms. Urban routinely assists charitable organizations and individual donors with a variety of matters, including crisis management; fiscal sponsorship; nonprofit formation; 501(c) tax exemption; merger, consolidation, and dissolution; nonprofit consulting, training, and best practices; grant compliance and financial management; property tax exemption; sales tax exemption; nonprofit-related litigation; charitable solicitation and professional fundraising; government compliance and regulatory issues; and document review and creation. She is a graduate of the University of Wisconsin-Madison, as well as The Ohio State University Moritz College of Law. After graduation, Ms. Urban served as a judicial law clerk to the Honorable Peggy L. Bryant, 10th District Court of Appeals for the State of Ohio. Before transitioning to private practice, she served four years as an assistant attorney general at the Office of the Ohio Attorney General in the Charitable Law Division. She enjoys speaking at legal education seminars, directing the nonprofit law clinic at the University of St. Thomas School of Law, and being a member of numerous prominent local legal organizations.
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