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Navigating Self-Dealing Rules for Foundations
September 24, 2025 @ 1:00 pm – 2:30 pm EDT
Join us for our webcast, Navigating Self-Dealing Rules for Foundations. The session will kick off with a refresher on the self-dealing rules, then transition into an in-depth discussion of real-world scenarios that raise self-dealing concerns.
Perspectives from a tax attorney, who also has in-house foundation experience, and a CPA will offer a well-rounded view of how these rules apply in practice.
Building on the foundational rules, the session will explore technical issues and reporting considerations, illustrated with real-life examples. This session is designed to deepen your understanding and help you navigate self-dealing risks with greater confidence.
