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DTSTART;TZID=UTC:20260326T120000
DTEND;TZID=UTC:20260326T131500
DTSTAMP:20260413T113304
CREATED:20260310T234320Z
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SUMMARY:Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work
DESCRIPTION:This presentation will discuss the most common mistakes private foundations make. \nRegister via Zoom \nWhile 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 fulfilling endeavor. \nThis presentation will discuss the most common mistakes private foundations make. Stepping on these landmines can expose a foundation and its managers to excise taxes and distract the foundation from its primary mission. You will learn: \n\nThe problem areas start-up private foundations must avoid\nThe key differences between a trust-form and a corporate-form private foundation\nHow to avoid common self-dealing violations\nMethods to make qualifying distributions beyond merely making grants\n\n  \nSpeaker: Casey S. Hale and  Alexander “Zan” Schindler
URL:https://www.brownandstreza.com/event/forming-operating-a-private-foundation-how-to-avoid-the-landmines-and-enjoy-your-philanthropic-work-march26/
LOCATION:Virtual via Zoom
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DTSTART;TZID=UTC:20260430T120000
DTEND;TZID=UTC:20260430T131500
DTSTAMP:20260413T113304
CREATED:20260407T212222Z
LAST-MODIFIED:20260407T212222Z
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SUMMARY:Nonprofit Legal Issues That May Not Keep You Up At Night\, But Should
DESCRIPTION:Register via Zoom \nMany faith-based nonprofits focus on the obvious legal requirements\, but it’s often the overlooked issues that create the greatest risk. In this insightful webinar\, our presenters explore the “middle-of-the-night” legal questions that faith-based nonprofit leaders should be asking but often aren’t. From governance and fundraising compliance to volunteer liability and insurance gaps\, this session will help you proactively identify and address critical legal blind spots before they become costly problems. \n• Identify common but overlooked legal risks that can impact nonprofit operations and compliance\n• Understand best practices for governance\, fundraising registration\, and donor restrictions\n• Learn how to mitigate liability related to volunteers\, interns\, and insurance coverage gaps \nSpeaker: Casey S. Hale and John C. Peiffer II\, J.D.\, A.M.
URL:https://www.brownandstreza.com/event/nonprofit-legal-issues/
LOCATION:Virtual via Zoom
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DTSTART;TZID=UTC:20260513T113000
DTEND;TZID=UTC:20260513T130000
DTSTAMP:20260413T113304
CREATED:20260409T180120Z
LAST-MODIFIED:20260409T180145Z
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SUMMARY:Basics and Beyond Living Trusts In-Person Presentation
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE credit \nWe invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth\, minimize tax exposure\, and plan for long-term family well-being. \nWhat We’ll Cover: \n\nCurrent Estate & Gift Tax laws: what’s changing and what it means for your clients\nPlanning for what happens in the event of incapacity\nAvoiding probate\, legal delays\, and unnecessary costs\nCreating smooth transitions and promoting family harmony\nEnsuring prudent management of property\nProtecting from creditors\, predators\, taxes\, and waste\nEngaging the next generation in legacy and wealth stewardship\n\n  \nJoin Us at our office at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm. \n  \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Phone *		\n			Phone Organization Title\n			\n		\n		Organization *Job Title *How did you hear about this event? *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/basics-and-beyond-living-trusts-2/
LOCATION:Brown & Streza\, LLP\, 40 Pacifica\, 15th Floor\, Irvine\, CA\, 92618\, United States
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