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.
CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.
This session was part of the 2019 Nonprofit Conference. If you previously attended this session you will not be eligible for credit again.