A CPA’s guide to compliance and strategy
Private foundations operate under complex tax rules that require careful attention to maintain compliance and avoid costly penalties.
In this Not-for-Profit Section archived webcast, Daniel Romano, Partner at Grant Thornton Advisors LLC, and Lauren Simpson, Of Counsel at Morgan Lewis, provide CPAs with an in-depth review of key tax considerations.
Through practical examples and expert insights, you’ll learn strategies to:
Navigate these regulations effectively
Mitigate risks
Support your clients’ philanthropic goals
Key Topics