Events

Private Foundations and Donor Advised Funds: A Comparison of These Two Philanthropic Heavyweights

Virtual via Zoom

This presentation will cover the advantages and disadvantages of each type of charitable entity. Register via Zoom Philanthropically-minded clients are often advised to consider establishing a charitable vehicle as a part of their overall estate or wealth-management plan. By default, many advisors recommend a donor advised fund (“DAF”) as the preferred charitable vehicle. While a […]

Free

Corporate Transparency Act: Rationale, Key Considerations for Family Businesses, and What Comes Next

Virtual via Zoom

Join us and Family Enterprise USA for an insightful webcast on the Corporate Transparency Act, hosted by Partner, Matt Brown, specifically designed for family-owned businesses. Gain expert insights into the Corporate Transparency Act, understand future legislative changes, and receive practical guidance on navigating complex reporting obligations, ensuring your family-owned business is fully prepared for evolving […]

Keeping the Faith: Legal Strategies to Fortify Your Ministry

Virtual via Zoom

Strategies to Protect your Religious Liberty and Identity Register via Zoom As part of a three-part series, we will discuss: Corporate restructuring strategies learned from the business world How to navigate challenges to corporate restructuring Case studies illustrating how these strategies are implemented Presented by: John C. Peiffer II and Casey S. Hale   Schedule Presentation 10:00 AM […]

Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work

Virtual via Zoom

This presentation will discuss the most common mistakes private foundations make. Register via Zoom While there are stringent rules governing private foundations, forming and operating a private foundation need not be complex or dangerous. Understanding the rules applicable to private foundations will minimize the risk of noncompliance and help ensure operating the foundation remains a […]