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Private Foundations

Author/Moderator: Brian Yacker, CPA / Lauren Haverlock, CPA
Publisher: AICPA
Availability: In Stock
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Description

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Previously titled: Private Foundations - Planning for Family Philanthropy

Gather the information you need to assist your high-wealth clients in understanding the operation necessities, tax-filing requirements, and tax implications of a charitable-giving program.

Topics Discussed

  • Organization and Operational Requirements
  • Nonprofit Entities Not Considered Private Foundations and Related Filing Requirements
  • Unrelated Business Taxable Income (UBTI) and Its Implications
  • Tax Filing Requirements and Related Forms
  • Creating and Funding a Private Foundation
  • Case Study: Preparing Form 990-PF and Related Schedules

Learning Objectives:

This course shows you how to discuss with your clients the potential tax pitfalls and help them decide whether a private foundation is the best option for their needs, both charitable, and financial.


Prerequisite: Basic understanding of nonprofit organizations

Table of Contents

Excerpts

Videocourse Details

NASBA Field of Study: Taxes
Level: Intermediate
Recommended CPE Credit: 5
Private Foundations
Text
Product# 745191
Availability: In Stock
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AICPA Member:$135.00
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