Episode 8: IN FOCUS: "Private Foundations: The 5 deadly sins (or excises taxes)”
Jonathan On Money14 Juni 2023

Episode 8: IN FOCUS: "Private Foundations: The 5 deadly sins (or excises taxes)”

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss "Private Foundations: The 5 deadly sins (or excises taxes)” featuring:

Andrew S. Katzenberg, Esq., LL.M., Partner, ArentFox Schiff

By way of background, a private foundation is a type of charitable organization that is typically established by a high-net-worth individual, family or corporation to support charitable activities.

Private foundations must be run properly otherwise they may face adverse taxes. There are 5 excise taxes unique to private foundations which could result in crippling taxes which would shutter any foundations doors. This webinar will cover the rules, their application, the exceptions to the rules and the penalties associated with them.

Staying connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com

3) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

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