Calleagues sitting at a table with coffee cups on table

A thoughtful approach to individual philanthropy frequently requires the coordination of an individual and their family, the family office, and a family foundation. Considering tax strategies, philanthropic goals, and compliance from the vantage point of each can help benefit both the donor and related entities. Join us for an insightful webinar as we share how foundations can be key to your philanthropic and business transition plan.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Discuss how individuals can use a family foundation to help achieve philanthropic goals while making strategic tax decisions
  • Explain how to handle complex gifts and gifts of business interests
  • Identify strategies for integrating the family office and a family foundation

Register Here!

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at​

CPE NASBA LogoFORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPE Information

CPE Credit
1 CPE credit (pending approval) in the Taxes field of study may be awarded upon verification of participant attendance, during live broadcast.
Program Level
Advance Preparation
CFOs, controllers, VPs of finance, board members, and family office individuals
Delivery Method
Group internet-based
Refund Policy
There is no fee associated with this webinar.

Related FORsights

Let's Connect

Subscribe to our content or get in touch with us today

Subscribe Contact Us