Philadelphia Estate Planning Council

Event Details

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  • September 2022 HYBRID Luncheon Program

September 2022 HYBRID Luncheon Program

  • Tuesday, September 20, 2022
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

Registration

(depends on selected options)

Base fee:

"Private Foundation Insights: Compliance Fundamentals & Compensating Board Members"

PRE-REGISTRATION IS NOW CLOSED FOR THIS EVENT. 
WALK-IN REGISTRATIONS WILL BE PERMITTED AT THE UNION LEAGUE.

COFFEE MEET AND GREET: The DEI Committee has organized a meet and greet coffee station prior to our  luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m.  All meeting attendees are welcome to join!

VIRTUAL MEETING OPTION: Attendees who are unable to join us in person for the meeting at the Union League, may choose virtual registration instead.   Attendees will be able to watch the live stream broadcast of the program and receive continuing education credits.  

PROGRAM OVERVIEW

When it comes to formal charitable giving vehicles, private foundations offer the most flexibility and creativity for philanthropic endeavors. As they also are the most intricately structured, this presentation will help advisors understand two of their more complex issues:

  • How to avoid unintentional yet common IRS compliance violations such as “self-dealing.” 
    Review the many ways that insiders unknowingly self-deal or in which foundations inadvertently stumble, and the penalties and corrective action requirements associated with such activities.

  • How to fairly compensate board members. 
    Learn why compensation of foundation insiders must be “reasonable and necessary,” and how failure to do so can expose both the foundation and compensated individual to stiff penalties and public derision.

Participants will walk away with an unparalleled grasp of this subject matter and an enhanced appreciation for the subtleties of private foundation oversight.

Jeffrey D. Haskell, J.D., LL.M. is a leading expert in the areas of private foundation law, compliance and taxation. He is chief legal officer for Foundation Source, the nation’s largest provider of management solutions for private foundations, a role in which he provides guidance on legal and tax issues to the company’s foundation clients and their advisors. He has worked with the firm since its inception in 2001.

Articles by Mr. Haskell have appeared in multiple legal, financial and philanthropy-related publications such as Trust & Estates, Taxation of Exempts, Family Wealth Report, Kiplinger.com, Wealthmanagement.com, and eJewishPhilanthropy. Additionally, he is a frequent speaker at conferences, and estate and tax planning councils across the U.S. Mr. Haskell is involved in pro bono work for public charities and has served as an adjunct lecturer at Baruch College of Accountancy, where he taught corporate tax law.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

Thank You to Our Meeting Sponsor


Click here to download a printable registration form.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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