Business meeting between three employees

Annual tax compliance continues to present new challenges. Foundation boards and management need resources to assist in proactive tax planning and awareness of issues that potentially increase tax and reputational risk. In this conversational session, we'll share insights to help foundations maintain compliance with those unique restrictions related to self-dealing, annual income distribution, and business holdings. In addition, we'll provide helpful examples and lessons from recent IRS examination activity and examine proposed reforms to the distribution requirements introduced in Congress through the ACE Act. Register today to reserve your spot.

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