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Thursday, April 30, 2020 Live Replay

Private Foundations and Donor Advised Funds (2019 Nonprofit Conference Replay) (E2004374)

2:00 PM - 3:15 PM EDT

Registration: 1:45 PM EDT

Webcast


1.5 CPE Credits in TX

OVERVIEW

This session will cover recent development in self-dealing, equivalency determinations and other excise tax issues. Then, discuss Donor Advised Funds and Notice 2017-73 with an explanation of the differences between Private Foundation and Donor Advised Funds.

DESIGNED FOR

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This session was part of the 2019 Nonprofit Conference. If you previously attended this session you will not be eligible for credit again.

INSTRUCTORS

Magdalena Czerniawski

Magdalena M. Czerniawski, CPA

Partner

CBIZ

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Robert Lyons

Robert Lyons, CPA

CBIZ

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PRICING

$39.00 - Member

$59.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form