Webinar
Navigating self-dealing rules for foundations
Sept. 24, 2025 · Authored by Wendy Campos, Misty Petry Burns
Join us for our webcast, Navigating self-dealing rules for foundations. The session will kick off with a refresher on the self-dealing rules, then transition into an in-depth discussion of real-world scenarios that raise self-dealing concerns.
Perspectives from a tax attorney, who also has in-house foundation experience, and a CPA will offer a well-rounded view of how these rules apply in practice.
Building on the foundational rules, the session will explore technical issues and reporting considerations, illustrated with real-life examples. This session is designed to deepen your understanding and help you navigate self-dealing risks with greater confidence.
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The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely. The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.