Nov 2016 Lunch and Learn – Keeping Private Foundations Out of Tax Trouble

Orange County Advisors in Philanthropy (OC AiP) invites members to our November 16 Lunch and Learn discussion “Keeping Private Foundations Out of Tax Trouble”.

Attend this session and learn:

  1. That Form 990-PF is public information and should disclose the required information in a manner that puts the Foundation’s best face forward
  2. The various filing requirements for Private Foundations including deadlines, penalties, and penalty abatement strategies
  3. The 6 Private Foundation Excise Taxes, of which 5 are punitive in nature, self-dealing and the Private Inurement Doctrine
  4. Who is a Disqualified Person issues of concern to the IRS
  5. What records should be retained

Private foundations provide your clients with a meaningful and impactful way to direct their philanthropy.  You can support their good work by keeping them out of tax trouble. This lunch discussion is sponsored by the Wright Ford Young & Co. and will be facilitated by Cheryl J. Schaffer, who is well recognized for her work in tax planning and preparation for high net-worth individuals, estates, trusts, and private foundations.

Cheryl Schaffer, CPA, MST, AEP 

Partner, Estates & Trusts

Wright Ford Young & Co.



Lunch and Learn

Center Club

650 Town Center Drive

Costa Mesa, CA 92626

Wednesday, November 16, 2016

12:00 p.m. – 1:30 p.m.


The cost to OC AiP members is $25 each.  Space is limited to 14, so register early.

We appreciate your participation in OC AiP and encourage you to bring one guest who you feel would benefit from this topic and connecting with our work. We look forward to seeing you there!

The event is finished.