Specializing in the Law of Nonprofit Organizations
Adler & Colvin is a group of seasoned attorneys based in San Francisco, deeply committed to serving the legal needs of the nonprofit sector. The firm brings an unrivaled depth of expertise and passion to its representation of tax-exempt organizations and individual philanthropists.
Explore existing guidance on co-investment provided by existing private letter rulings. What appears to be allowable, and what could be problematic for the disqualified persons involved in co-investment transactions. What policies and procedures are leading practices in safeguarding foundations and management from excess business holding excise taxes. When self-dealing becomes a concern for disqualified persons and management in the co-investment model. A closer look at unrelated business income in the siloing of business losses era and how the analysis is distinct from the excess business holding analysis.
Co-Presenter: Jennifer Becker Harris, CPA, MST, Clark Nuber
3:55 p.m. ET
Washington, D.C.
Ensure all your tough questions are answered at the popular “Ask the Experts” panel of leading practitioners.
4:30 p.m. – 5:30 p.m. ET
Co-Panelists:
Washington, D.C.
